Contents

Templates and Communication

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

• Templates
• Communication
  • Settings
  • Automate Template Communication
  • Bulk One-Off Communication
  • Individual One-Off Communication
    • One-Off Personal Communication
    • Member Communication Task
• Frequently Asked Questions

One-Off Personal Communication

To send a one-off individual message to a member;

Go to Find Member > Member Details > Communication tab

• Select Send Email' or Send SMS
  

  

• Write your SMS/Email message

• Send

Next - Member Communication Task