Send targeted messages, automate workflows, and manage notification templates.
8 articles in this category
Send individual or bulk messages to members via email and SMS.
Create and manage email and SMS templates with variable placeholders for personalized messaging.
Set up automated message sequences for onboarding, payment reminders, follow-ups, and more.
Configure staff notifications, member preferences, channel settings, and quiet hours.
Diagnose and fix common email and SMS delivery issues including bounces, spam filters, and failed sends.
Write one message and send it across email, SMS, and a portal post from a single composer in Marketing > Communications.
Create, schedule, and manage announcements that members see inside the member portal.
Build reusable, filter-based audience segments so you can target the right members in every message.