PB Tip: Get Event Registrants to Update Their Own Contact Info
You can always collect information from your contacts when they sign up for an event. You do this by creating a profile and adding it to the event sign-up process. Perhaps you want to show your event...
View ArticlePB Tip: Find Out Who Unsubscribed
You may want to know who unsubscribes from your mailings. Here are two ways to find out. Use 1 if you want to perform some action on the unsubscribers, like putting them in a group. Use 2 if you just...
View ArticlePB Tip: The Difference Between On Hold Email & Unsubscribes
What is the difference between unsubscribing and email getting put “on hold”? Emails that have been held are different from emails that have been unsubscribed. Unsubscribers have clicked the linked...
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PB Tip: What You Need to Know to Deal with Bounced Emails
Each time you use the “Mailings” function in PowerBase to send a mass email (also known as an email blast), it’s possible that a few of the emails will bounce and not be delivered. Why does this...
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PB Tip: Why Is It Key to Add End Dates to Events?
Have you ever done a search for participants that have attended one event or another but get zero search results or search results that are way off? You know you had events that people attended but you...
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PB Tip: Add A Dashlet to Your PB Homepage
Is there a report you use (or want to use) often? Make your PowerBase homepage way more useful by adding the reports that you need to see right to your PB homepage, also known as the dashboard. If...
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PB Tip: Mark everyone without a phone number “Do not phone”
This tip comes to you from senior organizer and PTP board member, Henry Serrano. Henry It’s easy to exclude folks from your call lists who are marked “Do not phone” or “Do Not Email“. What about folks...
View ArticlePB Tip: How to Prevent Your Emails from Getting Treated Like Spam
Before diving into the complicated process of managing spam filters, keep in mind that up to 30% of all bulk email gets blocked. Still, you can take prudent steps to minimize the impact on your...
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PB Tip: Using Styles in the Mail Editor
If you send out mail often from PowerBase, you might have noticed that the editor has changed recently. The editor PowerBase uses is called CKeditor. It has some new buttons and a slightly different...
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PB Tip: Managing All Your Groups
Now that you know how useful groups can be, you’re probably creating new groups left and right. Have you wondered how to keep them under control? There are a couple of principles to abide by to keep...
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New PowerBase Features in version 4.3.4
The latest updates to CiviCRM, the database that PowerBase is built upon had many new features and security enhancements. In the latest version of CiviCRM, 4.3.4, there have been a number of bug fixes...
View ArticleCiviMobile: Using PowerBase on the Go 8-21-2013
CiviMobile is an exension for CiviCRM, the database that PowerBase is built upon. CiviMobile is a custom interface for CiviCRM that is designed for the small screen of a smart phone. You’ll be able to...
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PB Tip: Will Your Advocacy Emails Be Seen in Gmail?
Recently Gmail made yet another change to their (your) inbox layout that could have a negative impact for your communications efforts In the quest to organize your inbox, Google may have made it...
View ArticlePB Tip: Keeping Your Online Data Safe
At the organizational level, we have set up very good security practices to help insure that your data is safe. As an individual, how are you taking safety precautions on your computer? Here are a...
View ArticleProducing Reports to Measure Your Efforts 12/18/2013
How do we measure success? Whether we’ve finished our fundraising campaign, held our event, or sent out our mass email, we want to see how we did. With a basic understanding of how reporting works in...
View ArticleConference Call: HeartBleed, an Internet-Wide Security Alert 4-15-2014
This is a one hour conference call on an very important internet security alert. Join us to learn about this issue and how it can affect you. Also learn what can be done about it. Join PTP’s Jamie...
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