Instructions on How to create / Edit Followup Tool (FUT) templates:
1. Request access to the COS Action MailChimp (MC) Account or request help from your SIA.
This MailChimp account will be different than the regional account you use to send out email communication. Most states will have an SIA with access to this account, so check with your SIA first to see if they can help you with the templates.
You must be sure that you edit or create the templates in the COS Action account, not your Regional account. Templates created in the Regional Accounts will not be synced with the Followup Tool (FUT).
Directions on using MailChimp are here.
2. Use MailChimp to review / edit your templates:
A. Go to the “Templates” section.
B. Search for your state initials in the following format “FL-FL” or “CO-CO”, etc.”
C. Be sure to not edit the title of the Template. Editing the title will create a new template and require manual updating in the FUT.
D. Make the edits that you want to your template.
E. Check all the links in your templates and make sure they are pointing to conventionofstates.com and not cosaction.com URLs, and not broken URLs.
F. Important: Replace your recruiting codes as follows. The merge tag for the recruiter ID has changed to *|SENDERREFID|*. In addition, in NB the ids were preceeded by “?recruiter_id=“ and now in CB the recruiter ID is preceeded by just “?ref=“
For example, if your recruiter link was:
It would now be:
conventionofstates.com/?ref=[your new number]
So links using the *|SENDERID|* merge field in MC used to be:
Now they should be:
E. Once you are satisfied with your edits, use the “Push to Mandrill” option from the Templates page to send your template to the FUT. It may take a few hours for the updates to appear in the FUT.
F. Once you are done creating and editing your templates, please send an email to firstname.lastname@example.org for final review. Make sure you include the exact names of all the templates that you would like reviewed.
OR: To Create a New Template, use the “Create Template” button in the top right when you go to the templates page. Complete steps D - F above. Then, notify us at help.conventionofstates.com so we can push the template to the FUT.