Contents

Templates and Communication

Communication to your members can largely be automated while remaining individualized, by utilizing Templates.

• Templates
• Communication
  • Communication Settings
  • Assign Confirmation Templates
  • Automate Template Communication
  • Bulk One-Off Communication
  • Individual One-Off Communication
• Frequently Asked Questions

Communication

Communication is essential to creating a professional experience and trust for your clients.
Communication can be;

• Assigned via Advanced / Member Portal Configuration (confirmation templates only)
• Automated through use of templates and tasks
• One-off messages sent in bulk to some / all of your members
• One-off messages sent to individual members

Each of these are covered in the following pages;

Begin - Communication Settings