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Manage Meeting Type Subscription Lists

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Agenda and Meeting Management Select (formerly CivicClerk) integration with CivicPlus Notifications allows for a greater degree of control over the Subscription List options that are presented to Public Portal users. Administrators with appropriate permissions can manage the visibility of Subscription Lists and their relationship to each Meeting Type.

 

There are two aspects to managing these notification options. The first is the management of the Subscription Lists themselves, which is a function available through CivicPlus Notifications. The second is the association of Subscription Lists to Meeting Types, which tells the system which Subscription List should be notified when content for a specific Meeting Type is published.

 

This article will show you view and manage subscription lists generally and by meeting type.

 

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View CivicPlus Notifications Subscription Lists

 

  1. Sign in to Agenda and Meeting Management Select if you have not already
  2. Navigate to the User Menu and select Settings
    The User menu with the Settings option highlighted.
  3. Select the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Select the Email Settings tile under the Templates section
    The Email Settings tile with an envelope and letter icon on the Meetings Settings page.
  5. Scroll down to the Subscription Lists section
    The Subscription Lists section on the Email Settings page.
    Notes:
    • For a Subscription List to be visible in this section it must be tagged with the CivicClerk Product within CivicPlus Notifications settings.
    • Subscription Lists that have been set to Internal-Only within CivicPlus Notifications settings will display with “(INTERNAL)” on this page. Internal lists will not be displayed to Public Portal users who are attempting to manage their subscription options.
  6. View your Subscription Lists

 

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Manage CivicPlus Notifications Subscription Lists

Through CivicPlus Notifications you can manage what Subscription Lists are visible to your Public Portal users and update additional settings related to those lists, such as the header/footer of messages generated to the list and the Sender Name/Reply-To address of the email.

 

 

  1. Sign in to Agenda and Meeting Management Select if you have not already
  2. Navigate to the User Menu and select Settings
    The User menu with the Settings option highlighted.
  3. Select the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Select the Email Settings tile under the Templates section
    The Email Settings tile with an envelope and letter icon on the Meetings Settings page.
  5. Scroll down to the Subscription Lists section
    The Subscription Lists section on the Email Settings page.
    Notes:
    • For a Subscription List to be visible in this section, it must be tagged with the CivicClerk Product within CivicPlus Notifications settings.
    • Subscription Lists that have been set to Internal-Only within CivicPlus Notifications settings will display with “(INTERNAL)” on this page. Internal lists will not be displayed to Public Portal users who are attempting to manage their subscription options.
  6. Click the Manage Subscription Lists button
    A white, rectangular Manage Subscription Lists button to the right of the Subscription Lists heading.
  7. A new window will open and take you directly to CivicPlus Notifications, where you can manage your Subscription Lists as desired
    Note: For information on how to manage Subscription Lists from the CivicPlus Notifications side, see the Subscription Lists Overview article in our CivicPlus Platform Help Center.

 

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Manage CivicPlus Notifications Subscription Lists by Meeting Type

After you prepare your Subscription Lists, you can manage the association of the lists to your Meeting Types. When content for a specific Meeting Type is published to the Public Portal, the associated Subscription List(s) will receive notifications.

 

 

  1. Sign in to Agenda and Meeting Management Select if you have not already
  2. Navigate to the User Menu and select Settings
    The User menu with the Settings option highlighted.
  3. Select the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Select the Meeting Types tile under the Meetings section
    The Meeting Types tile with a file folder icon on the Meetings Settings page.
  5. Click the Edit button (purple pencil icon) next to the meeting type you wish to update
    An edit button.
  6. From the View menu, select Notifications from the dropdown list
    The View dropdown menu with the Notifications option highlighted.
  7. Locate the Subscription Lists section
    The Subscription Lists section of the Notifications page.
  8. Click the Edit button (purple pencil icon) next to the list of assigned Subscription Lists
    An edit button.
  9. Click the red X icon next to the name of an assigned subscription list to remove it, if desired
    A red X icon next to the name of an example subscription list on the Add/Remove Subscription Lists window.
  10. Select the empty field to search for or select and add a subscription list, if desired
    The empty field on the Add/Remove Subscription Lists window.
    Notes:
    • For a Subscription List to be visible in this section, it must be tagged with the CivicClerk Product within CivicPlus Notifications settings.
    • Subscription Lists that have been set to Internal-Only within CivicPlus Notifications settings will display with “(INTERNAL)” on this page. Internal lists will not be displayed to Public Portal users who are attempting to manage their subscription options.
  11. Click the Save Changes button
    A green, rectangular Save Changes button with a check-mark icon.
  12. The Subscription Lists for the selected meeting type have been updated

 

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