Lyris Guide

Querying UM Reports 1. Go to www.umreports.umn.edu/ and sign in. what login information?? 2. Click Search Reports. 3. In the Category dropdown menu choose HR & Payroll. 4. Click Custom Campus Mailing and Email List. 5. Select Select custom Email List and click I Agree. 6. Follow the steps to select job classes you want. Set Up a CSV File to Import The only field that is required to upload a CSV file to Lyris is Email Address. In the first row of the CSV file, type EMAILADDR_ Importing a Members to Lyris 1. Log in to Lyris at http://ecommunications.umn.edu/ 2. Click Members in the left navigation. 3. In the Add Members dropdown menu choose Import from CSV File. 4. Click Browse and locate the CSV file on your computer. 5. Click Import. Adding Content 1. Click Content in the left navigation. 2. Click View Content. 3. Click Create New or copy an existing message. Note: I recommend copying an existing message. 4. Click Edit 5. Add the information about the message (e.g., content name, description, to and from, and subject) 6. Click the HTML Message tab 7. Enter your content in the WYSIWYG. Note: I recommend adding content in source mode to avoid adding bad code. 8. Click the Text Message tab. 9. Add the same content as the HTML message. 10. Save and preview. 11. Once you are satisfied with the message, click Create Mailing. NOTE: Some lists are automatically created and retained by Lyris. These lists are the gil lists and are updated daily. You can segment these lists as you wish to send to a limited # of people. One-off lists can be added via the step above, but require approval from supervisors and require a one-day waiting period. Create Mailing These steps could be flushed out a little more--detail above is great, but not sure where to go/what to do once my mailing is created. 1. Click the Tracking tab to turn on tracking (optional). 2. Click Save and Test. 3. Add email address for other people that need to review the mailing.

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Click OK.

Approving Mailings 1. Click Mailings in the left navigation. 2. In the Approval dropdown menu, select need approval. 3. Click Send. Jons Notes from Sep. 27 -- sending out mailings: When sending mailings make sure: 1. the TO: field in the essentials tab of the email is set to %%emailladdr%% 2. To update the members who will receive the email i. To Add members follow the steps that on the Lyris Guide doc ii. To delete members (which needs to be done after a mailing has been succesfully sent out) simply click the delete members tab under the Members label and enter in all the email address that need to be removed. 3. Now simply follow the rest of the steps outlined above.