How To Send an Action Alert
Quick Reference from Karen Lemke
Maybe it's been a while since you sent an Action Alert. Or maybe you are a new user. With the 2004 legislative session just around the corner, we thought this “cheat sheet” would be useful to you. Keep it on your desk or bulletin board for quick reference. For more detail, go to Help > e-ActionMax for an in depth user guide with illustrations.
Getting Started
You'll need to log in to your database. Then go to Alert > Issues . Select New Action Alert .
Step 1: Properties
Fill out the form with your preferences for this action alert. Save.
Step 2: Status
This should be mostly blank right now. After you send the alert, the status report shows up here.
Step 3: Target Reps
E-ActionMax sends to the appropriate rep based on the activist's address. Select public officials to lobby. Save.
Step 4: Target Individuals
Here you can select public officials to receive every message, regardless of where the activist lives. Search, select, and save.
Step 5: Activist Message
Compose the message you will send to your activist members. Save.
Step 6: Action Page
This is the web page people will see when they a)click on the link in their email, or b)browse your web site. Compose the page and save.
Step 7: Target Message
This is the suggested message that will be sent to the targets. (Activists will have a chance to edit.) Compose the message and save.
Step 8: Publish your Action Alert
Go back to the Status page. First, send a test message and make changes if necessary. Then, select who you want to receive the message. Finally, send the real message and watch the status page for great results!