Just got email? Here's what you can do!!
basically, go over all the options they have for communicating with their patrons using email
specify to set up email must have Admin > Email configured, the from/reply email will be the site address in Sites, and of course patrons must have emails in their record (use one of our SIS syncing services!).
Once your email is set up, you can decide if you want to turn on the preference "Enable Automatic Email Notifications” (http://support.companioncorp.com/display/ALEX/Circulation+Settings). It currently sends quite a bit of automatic notices, which are all-or nothing (we’re hoping to offer more customization in the future). Then there are a bunch of email notice type reports (list a few examples, mention scheduling them), you can set up normal reports to email to you (especially nice when they are scheduled), and then our favorite of course is emailing Patron Details
Letter text customizable...
…And I’m sure our Support Team can go into a lot more details if you need any help at all configuring the email in Alexandria.
(also see Using Automatic Email Notifications)
options in communicating w/ patrons
Requirements
In order for email notifications to work, you need to make sure several things are set up in Alexandria:
Configure your
Open Links in New Window These can be accessed through Preferences > Setup > Email or /admin > Email.
Add an email to your
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- Make sure at least one operator has a Primary Email on their record.?
Patrons must Make sure your patrons have a
Open Links in New Window on their record to so they can receive notifications and messages. Run a
Open Links in New Window to see who still needs an email added.
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Automatic Email Notifications
In order for patrons and librarians to get these notices, you must have have
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turned on in Circulation Preferences. Some of these notifications also also require additional preferences to be set in order for them to send.
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TT and Alex
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Report Email Notifications
These notices can be saved and scheduled or sent only once.
Report | Use | Formats | |||
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Account Introduction | Give patrons their login credentials and other important library information | Email, 2 Per Page, 4 Per Page, Letters | |||
Account Expiring Notice | Notify patrons whose accounts are expiring in the next 30 days | Suspended Patrons | Notify patrons or parents/guardians of library suspension | Letter, Letter to Parents, Self Mailer | |
Send Email | Send out a customizable email to a selection of patrons | ||||
Send Patron Details Email | Email Patron Details to selected patrons
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Coming Due Items Notice | Let patrons know their items are due soon | Email, 2 Per Page, 4 Per Page, Letters, Letters to Parents, Letters with Summary, Self Mailer, Mailing Labels 3 Across | Damaged Items Notice | Notify patrons who have damaged item fees | Letter, Mailing Labels 3 Across |
In-Stock Hold Notice | Notify patrons when an in-stock hold is ready for them to pick up | Email, Standard, 4 Per Page, Mailing Labels 3 Across | |||
Lost Items Charge Notice | Notify patrons who have unpaid lost items charges | Email, 2 Per Page, 4 Per Page, Letters, Letters to Parents, Letters with Summary, Self Mailer, Mailing Labels 3 Across | |||
Overdue Items and Unpaid Charges Notice | Notify patrons who have overdue items and/or unpaid charges | Email, 2 Per Page, 4 Per Page, Letters, Letters to Parents, Letters with Summary, Self Mailer, Mailing Labels 3 Across | |||
Overdue Items Notice | Notify patrons who have items that are overdue | Email, 2 Per Page, 4 Per Page, Letters, Letters to Parents, Letters with Summary, Self Mailer, Mailing Labels 3 Across | |||
Severely Overdue Items Notice | Notify patrons who have items that are severely overdue | Email, 2 Per Page, 4 Per Page, Letters, Letters to Parents, Letters with Summary, Self Mailer, Mailing Labels 3 Across | |||
Unpaid Charges Notice | Notify patrons who have charges that haven't been paid yet | Email, 2 Per Page, 4 Per Page, Letters, Letters to Parents, Letters with Summary, Self Mailer, Mailing Labels 3 Across |
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customize letter text
list of notifications patrons get