Membership: example 4 - email with personalised link
An example of sending emails with personalised links - proxy votes
This example allows an email to be created with a clickable link that is customised to the addressee.
It was developed to address the needs of a society that wanted to encourage absent members to vote at the forthcoming AGM, by giving them the opportunity to nominate someone to vote on their behalf.
The key features were:
The society had its membership details stored in a database
The email had to contain a clickable link that would take the member to a customised webpage.
Admin:
sets the date of the AGM and the last date/time that a proxy nomination can be made
creates the email using the email designer, and then previews it before sending it to all the members in the database.
at an appropriate time, reads the database and extracts the nominees as a printable list.
The emailing script generates:
an email for each member with customised links
a summary report, showing the number of members, the number of emails sent, and a list of those members without email adddresses.
When the addressee clicks on the link:
he/she is taken to a webpage that is customised with his/her name
the webpage contains a nomination form and a submit button.
When the form is submitted, the name of the nominee is recorded in the database against the name of the member, and a confirmation email is sent to the member.
click to go to the page
Note for receive email
In this demo the layout of the email can be seen on the preview page; the link to the AGM webpage is shown (and works) on this page.
The customised link can be found by clicking on the 'next step' button on the preview page. The summary page shows the greeting, the customised clickable link and the notice about the link being only for the person named.
Clicking on the customised link will take you to the proxy voting page.
Note for go to proxy page
The only option here is to insert the name of the nominated person into the form.
Note for submit proxy form
The submission function has been disabled for security reasons, but the error handling works.
clicking on the 'send' button produces the thank you page.
Note for read thank you page
Successful submission results in the display of a 'thank you' page. There is also a reminder that a confirmation email has been sent.
Note for confirmation email
The confirmation email is not shown in this demo. The member is recommended to send a copy to the nominated person for him/her to take to the meeting.
Note for visit web page
This is where the main AGM details may be found. There is a page in this demo - access is via the link on the preview page.
Process flow
The process flows for admin and the members are shown in the following figure*. Hover or click the boxes for more information.