Many of Cameo’s sections use tables to display the items they are concerned with. Some of these have filters at the top to find subsets of items according to various criteria. As these have been added at various times, while generally similar, they have not all been completely consistent. So, I’ve done some tidying up to bring them into line with each other and added a couple more filters – for events and forms. Read More…
Forward emailed unsubscribe requests
When automated email requests to unsubscribe from a list are received (usually sent when someone clicks an unsubscribe button in their email app), you can now forward them to Cameo for automatic processing. Send them to Cameo’s inbox email address with +unsubscribe or +u appended (or in include +unsubscribe in the subject line). Read More…
Subscribe to daily summary of questionnaire/petition responses
To be sent an email summary of any responses to questions forms (for petitions, questionnaires, consultations etc), subscribe to the tag ‘QuestionnaireResponses’. Subscribe either in your profile or by clicking the tag in any similar message that has already arrived, in Reminder Messages on the Library menu. Read More…
Store social media handles, extra emails and phone numbers
Individuals in a membership record now have additional ways to address them: any number of additional fields for social media handles such as their Twitter name, and Facebook name, and alternative email addresses and phone numbers. (The personal phone number field has moved to the new scheme). You can search for handles, open their Twitter page (for example), substitute them in templates and make lists such as “all those with Twitter handles”. Read More…
Xero bank feeds
Cameo can now piggy-back onto Xero automated bank feeds. Xero is a business accounting service which can now use the UK’s Open Banking initiative to obtain bank statement transactions from any bank that offers them. Once Xero has obtained the previous day’s transactions for an account, Cameo can fetch these from Xero so Cameo’s bank accounts can also be kept up-to-date and in sync with Xero. Read More…
Simpler spreadsheet imports
Importing membership records from spreadsheet files has been considerably simplified. It is now much more forgiving in its handling of spreadsheets and doesn’t rely so much on Cameo’s internal structure
• Character set encoding in CSV is now detected automatically
• Import direct from Google Sheets
• Import Excel .xlsx files
• Column headings are now familiar captions
• Case, space and punctuation in headings and some fields is ignored
• Example proforma spreadsheets
• Column headings for multiple individuals’ fields can just be repeated
• Error messages refer to spreadsheet row number
• Mark rows and columns you don’t want to import
• More information about what went wrong
• Fix some problems on the fly
• Dates, currency, yes/no values and names can be entered much more flexibly.
Read More…
Filter to search for sent emails in out box
To make it easier to locate sent emails, the list of these in the Out Box section on the Library menu now has filter boxes in the header of the table. Read More…
Templates last sent dates
The summary list of templates in the “templates and mailshots” section has an additional column which shows the date when emails or letters generated from each template were last sent. Templates which have never had anything sent using them show ‘never’ in bold red. Read More…
Contact categories: improved ‘welcome’ and ‘search more’
To make it easier to limit welcome messages to those contacts that require them, and to search only some kinds of contact, contact types are each now placed in one of four categories: supporter, stakeholder, customer or representative. This replaces three separate settings for contact types: ‘Representative’ tick box, ‘Exclude search’ tick box and ‘Bookings’ Read More…
“Questions” – a form type for questionnaires, surveys, polls, petitions, consultations and applications
A new form type, “questions”, joins the stable of Cameo forms. This provides general data acquisition for things like questionnaires and petitions, or anywhere you want to collect structured responses to a set of questions connected to a respondent. Accompanying the form is a new section, “questionnaire and petition responses”, in “member info”. You can see the responses to your form in various ways there, including on bar charts, pie charts and maps. The form identifies a list to collect together the responses and uses custom fields for your questions. A new custom field lets you ask them to pinpoint a location on a map. Read More…