2016-17 Click Dimensions Email Transition Information

We have transitioned our clients to the Click Dimensions email platform.

 

Click Dimensions Training

NOTE: The PowerPoint from the training sessions is attached below. 

Date: Tuesday, December 6, 2016
Time: 9:00 am, Central Standard Time

Recorded: Coming Soon!

Date: Monday, December 12, 2016
Time: 11:00 am, Central Standard Time
Recorded: https://ruffalonl.webex.com/ruffalonl/ldr.php?RCID=210b05a5957dc12c4af801eb457052ae

Date: Friday, December 16, 2016
Time: 1:00 pm, Central Standard Time 
(This webinar was not held due to due to lack of participation.) 

Steps to prepare for the transition:

 

1. Identify 10 emails that RNL staff will convert to the new platform. This may include a mix of Mailings, Mailing Definitions or Mailing Templates. These messages will be ready for use at the point of transition if submitted by December 1. Requests submitted after December 1 will be managed in the order they are received. Submit the following details to EMSupport@RuffaloNL.com:

  • Type: Mailing Definition, Mailing or Template
  •  Name
  • Subject
  • From Name
  • From Address
2. Save the HTML and text for remaining Emails (Mailings, Mailing Definitions and Templates). See instruction document below.

3. Download and save any images that you plan to use in future emails. Images must be saved locally in order to upload them to the new email tool. See instruction document below.

 

Please be aware that beginning on November 17 you may see some minor changes to the Outreach menu as we prepare your EMP environment for the email transition:

  • The left-hand navigation button will change from "Outreach" to "Marketing."
  • Within the Marketing menu, Email Marketing and Event Management headers will include "Core Motives."
  •  The Marketing ribbon menu will include a “ClickDimensions” Import button. Note: This option will not be used for import purposes. Clients will continue to utilize the EMP Standard Import process.
  •   Outreach Lists will include a section header "CoreMotives" with the functional buttons for processing a list. In addition, the Outreach Lists will include a “ClickDimensions” section to be utilized post-transition.
  • The left-hand navigation will include Settings and Resource Center. No user actions require use of these menu items at this time.
Email EMSupport@RuffaloNL.com with any questions about the bulk email transition or menu changes.

 

Subpages (1): FAQ
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Tina Bishop,
Dec 12, 2016, 11:24 AM
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Tina Bishop,
Nov 9, 2016, 5:21 AM
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