Tutorial: Communications

Customer Support
Customer Support
  • Updated

 

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.

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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

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Learn More 🔎 

Link to the Help Center article: Communications

 

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