We have transitioned all Surfrider email over to a new and genuinely improved email system. Here's the details on how to use the new system, some troubleshooting, and some general new notes.
If you use webmail, login at http://mail.surfrider.org.
For all other email clients, setup instructions can be found
at this support link. (If you use an email program or service that isn't listed here and are having trouble setting up, please send me a message (my email's also in the Chapternet).
Make sure you are logging into the "Email Account", not the "Control Panel".
Your username is your email address.
In most cases the password is the same as before. In some cases tho, the password did not satisfy the new "strength requirements"... for instance, a password of "mypassword" is too weak. We'll need to set you up a new one. If you have setup your email client as described in the documenation above and/or can't get onto webmail, please contact me (my email's also in the Chapternet) and we'll get you re-setup.
Just to refresh, we can setup your chapter email in any way you see fit... we can make it a distribution list that forwards to several people, have it be an alias for one or many other emails, or have it be a bona fide email mailbox that one or more chapter administrators may have access to.
In most cases, if you use webmail, you can now go into settings and update things like your password, which you could not before. Legacy Exchange accounts, in general staff, however have less power to update their own settings than the newer style
accounts (the official name for this newer type of account is "Noteworthy").
February 21, 2009
July 5, 2008
Organize And Streamline Cooler Email: Simplify Your Control Panel
Software systems are like cars. They need regular checkups and maintenance in order to run well. Here we're going to go over a couple points and things you can do with your Cooler Email account from time to time, or as a habit (depending on the type of activity), in order to make it work more smoothly for you.
All of these points have to do with managing your Control Panel, which is the default screen you see after logging into CE.
Basically, the more lists you have, and the more editions you have, the more difficult it is to manage your account. Additionally, performance suffers... pages take longer to load and searches and form elements take longer to complete. So let's look at what can be done to clean up and maintain.
1. Archive Old Editions
You don't have to keep old editions that you're not managing anymore in your face. But neither do you need to trash them. Really simple solution: archive them.
The archive button is located at the top right of the control panel, above all your lists (and below the tabbed menu). Once there, you'll be taken to the archive manager:
You simply choose to make an edition "Active" or "Archived". You can archive and de-archive at your leisure. Just remember to hit the "Update Archive" button before you're done.
2. Delete Unsent And Incomplete Editions
Some editions you archive, and some you don't need anymore. Especially for editions that were never sent or those that were simply used in development of final editions, there's no sense keeping them around. You can Delete them via the Control Panel, using the buttons to the right of each edition.
3. Name Your Editions According To An Alphanumeric Pattern...
... That is, of course, if you want them sorted in your control panel, per list. (Many chapters have only one list.)
One of the drawbacks in CE is that for each list, editions are sorted in only one way: alphabetically.
If you have more than just a couple active editions, you may want to see these in an easy to search order. This also goes for other areas of the CE system where editions may appear in a list to choose from.
The good thing is that you can rename Editions anytime. (You can't rename Mailing Lists, but you can rename the Editions.) To rename an edition, simply edit it, and look for the field that displays the Edition Name. Change and save!
You can pattern your Editions in anyway you see fit... a common way is to do it by date, in format YYMMDD (2 digits for each date, no matter what, starting with year and month).
Here's an example of a list with editions named and sorted in this format:
Hope this helps you to get thru CE faster, easier, and more pleasantly. Surf on.
All of these points have to do with managing your Control Panel, which is the default screen you see after logging into CE.
Basically, the more lists you have, and the more editions you have, the more difficult it is to manage your account. Additionally, performance suffers... pages take longer to load and searches and form elements take longer to complete. So let's look at what can be done to clean up and maintain.1. Archive Old Editions
You don't have to keep old editions that you're not managing anymore in your face. But neither do you need to trash them. Really simple solution: archive them.
The archive button is located at the top right of the control panel, above all your lists (and below the tabbed menu). Once there, you'll be taken to the archive manager:
You simply choose to make an edition "Active" or "Archived". You can archive and de-archive at your leisure. Just remember to hit the "Update Archive" button before you're done.
2. Delete Unsent And Incomplete Editions
Some editions you archive, and some you don't need anymore. Especially for editions that were never sent or those that were simply used in development of final editions, there's no sense keeping them around. You can Delete them via the Control Panel, using the buttons to the right of each edition.
3. Name Your Editions According To An Alphanumeric Pattern...
... That is, of course, if you want them sorted in your control panel, per list. (Many chapters have only one list.)
One of the drawbacks in CE is that for each list, editions are sorted in only one way: alphabetically.
If you have more than just a couple active editions, you may want to see these in an easy to search order. This also goes for other areas of the CE system where editions may appear in a list to choose from.
The good thing is that you can rename Editions anytime. (You can't rename Mailing Lists, but you can rename the Editions.) To rename an edition, simply edit it, and look for the field that displays the Edition Name. Change and save!
You can pattern your Editions in anyway you see fit... a common way is to do it by date, in format YYMMDD (2 digits for each date, no matter what, starting with year and month).
Here's an example of a list with editions named and sorted in this format:
Hope this helps you to get thru CE faster, easier, and more pleasantly. Surf on.
May 13, 2008
Downloading Membership Lists, Part 2
related: "Downloading Membership Lists, Part 1
The Membership List download application has been revamped to make things hopefully easier and the functionality clearer to you.
You can choose to limit your lists to members who joined during a certain time period, or get all of them.
You can use the application to download a list of your members that you can open up in any spreadsheet program, or specifically for importing into Cooler Email. In both cases, the application delivers you a tab-delimited file; that is, a file whose entries are separated by tabs.
The important thing to note when downloading for Cooler Email is that there is a simple format, which gives you just Name, Company, and email, and a complete format, which gives you a lot more. If you download the complete format for Cooler Email, you are going to need to use the "CRM" feature of Cooler Email to import the list, instead of the simpler methods available in the Contacts area of your list. More on CRM in another blog... but if you investigate, you'll find that the CRM method allows you more flexibility as well as putting emails into more than one list at a time.
Thus, if you download for Cooler Email in the Complete format, you need to enter a mailing list name, or several mailing list names, separated by commas. Note: Cooler Email is case-sensitive.
The other thing to note about the Cooler Email Complete format is that it uses some computer-friendly, but not human-friendly, headings. If you want to download a list with Complete data just for your own reference, select the option for Human-Friendly headings.
The Membership List Download tool is located in the Chapternet, under Internet Technologies Support. As always, contact Brian K. if you need any help at all, anytime.
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