Letter (and PDF) templates (Fig 1), along with separately-defined stationery, offer paper-like, paginated layouts for printing or attaching personalised content. Merge membership records with a letter/PDF template to produce pages (usually in a single document) for each membership you merge with. Read More…
Mailing labels
Mailing labels are die-cut sheets of sticky-backed paper suitable for printing in a laser- or ink-jet printer. This tutorial shows how to produce mailing labels from Cameo. Sometimes recipients need special attention. For example, they may need additional postage because they are mailed abroad. You will want to catch these to give them the attention they need: Cameo offers various techniques to do this. Read More…
Using a questionnaire to store custom membership data
Responses to the questions form link structured data to a membership record. So, you can use them to create additional data sets for members and/or contacts, as an alternative to adding custom fields to every membership record. Read More…
Reporting on fundraising campaigns
Cameo can now automatically attribute payments made through its payment form to different categories from its hierarchical chart of accounts. This means that you can reconcile income from different fundraising campaigns, for example, to different accounts. That in turn means you can produce a financial report breaking down donations from different campaigns. This article gives an example of how this works for fundraising campaigns. Read More…
The membership life-cycle
Managing the life-cycle of memberships, and the workflow involved, is one of the core functions of Cameo. This article looks at how these work. Read More…
Selecting images in templates
For the recipient to see an image in an email sent from Cameo, it must be on a public web site. For WordPress sites, that means putting the images in the media library. When including an image in an email in Cameo, ideally you should be able to select the one you want from a set of thumbnail previews. This means Cameo has to be able to talk to your public website to find out what images are on offer. This article shows how to set that up. Read More…
Import membership records from spreadsheets
Reference guide to importing memberships from a spreadsheet. Read More…
How to use Cameo’s signup app
This article shows how to use Cameo’s signup app. Signup is for repeated collecting contact sign-ups at an event, on a phone or tablet, for use by staff or volunteers (not the general public). It’s a special kind of web page which works offline, and, once installed, should only need an internet connection to upload the saved details to Cameo after an event (when a connection is available). Read More…
Events: example 4
This illustrates using Cameo’s events management for a week’s worth of appointments for three doctors at the Camford Medical Centre. Read More…
Events: communicating with attendees
You can use lists and templates to keep in touch with people who have attended or booked for events. Tickets, lanyard badges and attendance lists also use the same mechanism. Read More…