There is a new type of template for making reports and exporting membership records. Instead of producing an email or letter, this type of template produces a CSV file when merged with a suitable set of membership records as its audience. Read More…
Easier linking to personalised forms
Cameo now offers a button in the template editor’s toolbar to customise a link to a web page embedding one of Cameo’s personalised forms. Read More…
Template filtering and sorting extended
You can now filter templates by date last changed or date last sent (including ‘never’) as well as the existing filters by type, name, audience and tags. You can also now sort the list of templates by date last sent in addition to template name and date last changed. Read More…
How to make spreadsheet CSV reports (updated)
This article explains how to get a spreadsheet of selected data from a group of membership records as a CSV file. This is how you can do arbitrary reports and export data from Cameo. 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…
New ‘if’ template substitutions
There are several new template substitutions available: {if: [not] mailing list name …}, {if: status new}, {if: status current} and {if: status old} Read More…
Template editor: tinymce version 5
Tinymce is the rich text editor used by Cameo, for editing templates and some form text. Tinymce version 5 has been available for a while now; it will be phased in to Cameo over the next few weeks. The update includes a new substitution selection box. In the first instance, version 5 is experimental. You can turn version 5 on at the end of the Profile section: exercising the new version would be very helpful. At some point, I will reverse this: everyone will get version 5 but you can revert back to version 4 if you run into problems. Once confident it is all working, in a few weeks or months version 4 will be removed completely. Read More…
Sending email to event attendees
Sending emails to people who booked for an event is easier with a new button in the Reservations, Bookings and Attendance section on the Events menu . This doesn’t add anything you couldn’t do manually before, but it brings several steps together in one place.
To send email to event attendees, you need a list which selects them and a template which has that list as its audience. The email attendees button at the end of the Reservations section makes both for you in one go. Read More…
Reminder of pending email and letters
A new “un-sent items” panel at the top of the Cameo page now highlights pending emails and letters that you produce (by Merge to Pending in the Templates section, or as a side effect of some other operation, like enrolment of new members). Read More…
Tags update
Tags in items which offer them to help categorise and filter (reminder messages, file store files, templates and lists) now have a common implementation and presentation style, making things more consistent. To accommodate this in File Store, the presentation of files has been brought into line with other sets of things, with a click on a summary line revealing detail. Read More…