Because the Informz for YourMembership integration uses YourMembership’s SSO feature, you can log into Informz right from within YourMembership without needing to enter any additional credentials.
There are five ways to launch Informz from YourMembership:
- Navigate to the Directory & CRM tab > Email & Newsletters > Informz Homepage.
- Navigate to the Directory & CRM tab > Community Directory > Directory Search.
- Navigate to the Ecommerce tab > Dues Processing or Store Processing.
- Navigate to the Features tab > click Active # of events > click Manage Restrictions > create filters > click Bulk Email Results Below.
- Navigate to Exports & Report > click Build a Query or Report > create filters > Save.
NOTE: The first method launches the Informz homepage. All other methods navigate to the Mailing Designer in Informz where you can create a new mailing.