PowerClerk Support Center

Project Pages
Project Admin Page
Locating the Project Admin Page
How to Use the Project Admin page
Project View/Edit Page
Locating the Project View/Edit Page
How to use the Project View/Edit Page
Program Design
Automations
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
FAQs
Channels
Questions to ask yourself
Locating the Channels feature
What are Channels?
Types of Channels
Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
Channel Type: Submit Related Project
Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
Using Channels in Test Environments
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
Sending Mass Communications
Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Mass Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define the Standard Web Adapter
Connecting, Testing, and Enabling the Web Adapter
Creating a Standard Web Adapter Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Adapter
Web Adapter Payload Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
What are Deadlines
How to Create a Deadline
Deadline Automation Action Rules
Utilizing Project Admin Page for Deadlines
Communication Templates for Deadlines
Deadline Set/Satisfy Options
Program-Wide Deadline Actions
Reporting on Deadlines
Deadlines in Project List Columns
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
eSignature Envelopes
Questions to Ask
Locating the eSignature Feature
What are eSignature Envelopes?
eSignature Checklist: The Prerequisites to create a new Envelope
How to set up Advanced eSignature Envelopes Step-by-Step
How to add an eSignature Envelope to a form
eSignature Automation Trigger
Viewing Completed eSignature Envelopes
Resending eSignature Notifications
Canceling eSignatures
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to work with Formulas and Calculated Fields
Formula Data Dictionary
Dynamic Formula References
Rules of Formula References
Advanced Visibility Rules
Video Guides: Formulas
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to create and edit Incentive Designs
Incentive Options for One-Time Incentive Type
Incentive Design Options
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
FAQs
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Access Groups
Access Groups and Automations
Access Groups and Data Imports
Access Groups and Reports
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Workflow Example Overview
FAQs
Administration
Announcements
Locating the Announcements feature
Creating an Announcement
Triggering an Announcement
Managing Announcements Topic List
Managing Announcement Topic Enrollment Via User Account
Prerequisites for Using Announcements
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
Steps to Complete a Data Import
Data Import Configurations
Column Header Types
Automatic Data Imports via SFTP
Revert Data Imports
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Locating the Project Inquiry feature
How to edit the Project Inquiry Settings
Automating Communications for Project Inquires
Inquiry Summary
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Usage Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Test Environment
FAQs
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
Tools Menu
My Account
Questions to Ask
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
Missing, lost, or stolen mobile devices: resetting Multi-Factor Authentication
Disabling Multi-Factor Authentication
Recovery Guidelines for MFA Administrators
FAQs
FormSense
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to Ask
Project Grants vs Broad Grants (i.e. "Grant Access")
Locating the Project Grant feature
Locating the Grant Access feature
How to use the Grant Access feature
FAQs
Integration Guides & API
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
PowerClerk API
Questions to Ask
What is the PowerClerk API?
What can the PowerClerk API do?
Integrating with the PowerClerk API
API Documentation for Developers
Single Sign On (SSO)
Questions to Ask
PowerClerk SSO Configuration
Azure AD Configuration (SAML)
Azure AD Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
FAQs
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
Setting up Roll-up Reports
New User Video Guide
Configuring Forms
Roles and User Administration
Setting up Business Days
Formulas and Advanced Visibility Rules
Visualize Workflows
Dashboards
ArcGIS
FormSense
API
Edit Forms - Tutorial #1
SFTP Automatic Data Import
Calculated Fields
Standard Web Adapter Setup
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
Join us for Reflow!
NEW: PowerClerk Certifications

Announcements

Sending mass communications to notify applicants of notable events

Announcements are a type of email communication to be sent to many recipients in a mass communication event falling outside of the normal project workflow. Communications are no longer permitted to be triggered via the legacy Bulk Communications request. Before sending an Announcement, please review our bulk email communication policy.

Announcement Topics


Questions to ask yourself about Announcements:

How do Announcement’s differ from Communications?
How do I incorporate Announcements into my workflow?
What are Announcements used for?

Announcements differ from Communications in the following ways:

  • Announcements cannot be triggered as part of a normal project workflow such as Automation Actions or manually via the Project Admin Page.
  • Announcements are limited to a single recipient and no CC recipients as required for unsubscribe links.
  • An Announcement Topic must be assigned to each Announcement.
  • An Announcement must include an unsubscribe link (detailed below) allowing users to unsubscribe from Announcement Topics
  • This feature requires utilities send email from their own domain and configure DKIM prior to enablement. See Prerequisites for Using Announcements.

 

Reasoning for the Announcement feature

The Announcements feature was developed to facilitate mass communication events in compliance with the latest email recipient guidance issued by Amazon Web Service regarding changes to Yahoo and Gmail’s Bulk Sender requirements. In absence of the Announcements feature, mass communications would be at risk of being marked as spam and filtered from the recipient’s inbox.
 

Locating the Announcements feature

Following feature enablement, any user in a Role with the Edit Communications permission can navigate to the Announcements page view via the Communications page by selecting the Program Design menu and subsequently selecting Communications:

 

Locating the Announcements feature

Figure 1: PROGRAM DESIGN >> Communications

 

Creating an Announcements template

Create a new Announcements template by selecting the New Announcement Template button:
 

Creating an announcement

Figure 2: Creating an Announcements Template

 
The Announcement Editor is a straightforward rich HTML editor. Its functionality is very similar to the Communication Editor. Announcement templates must include a Template Description, a single TO recipient, a Subject, an Announcement Topic, body text, and the {UnsubscribeLink} template tag.
 
The {UnsubscribeLink} template tag will generate an unsubscribe hyperlink within the placement of the body text, as well as adding an unsubscribe button to the email header.
 

Defining an announcement

Figure 3: Defining an Announcements Template

 
The Announcement Topic describes the category of the Announcement. New topic areas can be created using the Create New Topic button to the right of the Announcement Topic dropdown list. The Announcement Topic-designation allows for Users to unsubscribe from receiving emails assigned to a common Announcement Topic type. This functionality is required by email recipients such as Google and Yahoo to ensure the email is not screened as spam.

 

Triggering an Announcement

Note: The Announcements Feature must be enabled at the program level by a CPR Administrator. If your program does not surface the appropriate page view on the Data Import page, contact PowerClerk Support via the PowerClerk Ticket System or Support@powerclerk.com for assistance.

 
Any user in a role with the Run Data Import permission can trigger an Announcement via the Data Import page. Access the page by selecting Admin menu and Data Import, then selecting the Send Announcements page view. Note: to trigger an Announcement, the user account processing the data import must have Multi Factor Authentication (MFA) enabled or be authenticated via Single Sign On (SSO).

 

Sending an announcement

Figure 4: Sending an Announcement

 
An Announcement is triggered using a Comma Separated Value (CSV) file with the {ProjectNumber} and {Announcement} template tags. Populate the file with the targeted project numbers to send the announcement as well as the Announcement Template Description (name).
 

Example CSV

Figure 5: Example CSV

 

Managing Announcements Topic List

Any user in a Role with the Edit Communications feature can navigate to the Announcement Topic List page by selecting the Admin menu and selecting Announcement Topics:
 

Announcement Topic List Navigation

Figure 6: Announcement Topic List Navigation

 

Administrators can review and manage Announcement Topics using the navigation elements of this page. Selecting an Announcement Topic reveals configuration buttons applicable to each topic. Selecting Manage Subscriptions reveals users who have opted out of the Topic. Administrators may send an Announcement Topic resubscription email to recipients that do not have a PowerClerk account. Selecting View References allows the user to identify which Announcement Templates are associated with the Topic.
 

New Announcement Topics can also be established on this page. There is a limit of 20 Announcement Topics per program.
 

Managing Announcement Topic Enrollment Via User Account

All user accounts enrolled in programs containing Announcement Topics can manage their Announcement topic-subscriptions. To access the page, navigate to the My Account Page via the User Icon located at the top right corner of PowerClerk. Within Manage My Account select Email Subscriptions.
 

User Account management of Announcement Topics

Figure 7: User Account management of Announcement Topics

 
Within the Manage Subscriptions page, a user may unenroll or enroll in each Announcement Topic available within the program(s) they are enrolled in using the horizontal slider adjacent to each Topic. Users are enrolled in all Announcement Topics by default.
 

User Account Manage Subscriptions page

Figure 8: User Account Manage Subscriptions page

 

Prerequisites for Using Announcements

To trigger the sending of Announcements a PowerClerk program is required to use its own email domain. For assistance with this, please reach out to support@powerclerk.com.
 

To trigger an Announcement, the user account processing the data import must have Multi Factor Authentication (MFA) enabled or authenticated via Single Sign On (SSO).
 
 

Video Guides

Announcements

This video guide demoes PowerClerk’s Announcements feature. Direct video link: https://cleanpower.wistia.com/medias/6e1h73eamf

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.