1. Ensure that all representatives are marked with the proper role assignment. Look at the selection of Primary and Billing on the Members->Reps tab in the Personal Information area for this role assignment.Hint: Run a custom representative report that includes the fields “Is Primary Contact” or “Is Billing Contact” to ensure you’ve assigned the desired role for each rep. Default permissions are assigned according to this role but may be changed or overridden later if desired.
2. Select Communication in the left-hand menu.
3. Click New Email to Multiple Members.Hint: Select representative email addresses using the choices under Add Representatives. If sending to a member email (choices under Add Members), the primary rep will be invited. Although this works, your member may be asked for more verification information.
5. Click Edit with ChamberMaster / MemberZone.
6. Select the predefined template called “Create Login Account Invitation”.Note: you may also create your own email and simply embed the personalize account creation link using the mail merge field title “Create Account Link”. Find this field by clicking Add Database Field, open the Rep Contact Information section, and select Create Account Link. This will populate with the specific registration link needed for each rep that receives the email. See this video starting at 4:20 - http://www.screencast.com/t/gERWgrJe5e
7. Click Send Email Now.