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How does a member moved from Prospects to New Members get an Opt In Email

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How does a member moved from Prospects to New Members get an Opt In Email

3 days 18 hours ago
#99168
Hi,
I have changed all my Toastmasters business to k2dneumi@  I was trying to do a quick add with them as I do for all new members.  However I kept getting an error screen.  When I finally read it, it said the person was already in Prospects.  I don't add anyone to prospects but I am not the only one with admin privileges for this club. So I moved them to new members. His name is David Gille.  I noticed that under new members, he did not have a line drawn through his name left there until he opts in.  I have never seen this before but I have never moved a member from prospects to new members either.  Will he still get an "opt in" email from TI or is he just in?

Kathy Neumiller, DTM

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Re: How does a member moved from Prospects to New Members get an Opt In Email

3 days 18 hours ago
#99169
1) we always require your club number
2) they only way for some to end up in prospects is for someone to add them manually
3) When they were added to prospects they never clicked the link to opt-in.
4) you can send them the opt-in email again using the member tools
support.toastmastersclubs.org/doc/item/m...ip-panel#add-members
Thank you,

Brian McDonald DTM
Silver and Wiser Online Toastmasters Club #777940

Technical Support Consultant for FreeToastHost

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  • DebbieT
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Re: How does a member moved from Prospects to New Members get an Opt In Email

3 days 10 hours ago - 3 days 10 hours ago
#99178
My understanding of Prospects is that if a visitor sends you a Contact Us form - they will be placed into a group without your having to key them in - If they check the box to receive emails from your club - that is considered their security approval and they will not have to optin.
That is why they are not coming up with a line thru their name. There is a switch that lets you select which group you would like for "Contact Us" forms to end up. The switch is under the administrative console - The dropdown Email and Contact Forms > Contact Us Form tab > scroll to the bottom > "Save "Contact Us" Form Information in Membership Management" The dropdown options are 1) Do "Not" Save 2) Prospects 3) Guests or 4) Club Friends/Affiliate.
 

Here is the documentation from FTH below the switch - When someone enters a message in the Contact Us form, their contact information can be automatically saved ("auto-populated") to avoid retyping it. (If the person checks the checkbox at the bottom of the form.) Select the contact list above & enter the name of a custom group (optional) where their contact information should be stored).
Last edit: 3 days 10 hours ago by DebbieT. Reason: Add file

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