Use the timestamps below to jump to a specific section

• • [00:07] Introduction to Communications Manager: Send emails and in-app messages to individual members, groups, or all members.

  • [01:03] Creating and Scheduling Messages: Customize subject lines, format content, and schedule or repeat messages.

  • [01:18] Message Options & Delivery Settings: Choose between email, in-app notifications, or both. Preview before sending.

  • [01:43] Admin Tools & Inbox Views: Manage sent/scheduled messages, filter by group or tag, and edit/delete messages.

  • [02:40] Appointment Reminders & Notifications: How to manage appointment messages based on integrations or manual setup.

  • [03:24] Communication Settings & Templates: Automate messages for program activities and set up reusable message templates.

Action Steps 🎬    

• Use the Send Message button on member profiles to engage 1:1

• Build and save message templates for birthdays, contests, and more

• Schedule and automate messages for consistent engagement and reminders

• Check your Scheduled and Inbox views to track delivery and edit upcoming messages

Learn More 🔎 

Link to the Help Center article: Communications