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In a nutshell: The messaging system lets you send emails and SMS to members, leads, and staff. You can compose messages, use templates, schedule delivery, and track engagement.

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What is the Messaging System?

The messaging system is your communication hub for reaching out to contacts. Whether you need to send a quick email to a member, blast a promotion to all leads, or schedule a reminder for tomorrow, the messaging system handles it all.

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Key Features

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Message Composition

  • Rich text editor with formatting, images, and links
  • Plain text option for simple messages
  • Template integration for consistent messaging
  • Recipient selection with contact filtering

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Message Types

  • Email messages for detailed communications
  • SMS messages for quick updates and reminders
  • Scheduled messages for future delivery
  • Draft messages for saving work in progress

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Recipient Management

  • Contact filtering by type (members, leads, staff, contacts)
  • Bulk selection with “Select All” functionality
  • Individual recipient selection from contact list
  • URL-based pre-selection for targeted messaging

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Template System

  • Pre-built templates for common messages
  • Custom templates for your specific needs
  • Template categories for organization
  • Template variables for personalization

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Message Tracking

  • Delivery status (sent, delivered, opened)
  • Read receipts showing who opened messages
  • Reply tracking for conversation threads
  • Message history with full audit trail

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How It Works

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1. Compose a Message

  1. Click Compose in the messaging section
  2. Select your recipients from the contact list
  3. Choose message type (email or SMS)
  4. Write your subject and content
  5. Optionally select a template
  6. Send immediately or schedule for later

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2. Use Templates

  1. Go to Templates to manage your message templates
  2. Create new templates with placeholders
  3. Organize templates by category
  4. Use templates when composing messages
  5. Edit or copy existing templates

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3. Track Messages

  1. View all messages in the Message List
  2. See delivery status and read receipts
  3. Track replies and conversations
  4. Resend failed messages
  5. Delete draft or failed messages

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4. Schedule Messages

  1. Enable scheduling when composing
  2. Set date and time for delivery
  3. Save as draft if needed
  4. Messages send automatically at scheduled time

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Message Statuses

  • Draft - Saved but not sent
  • Sent - Successfully delivered to recipients
  • Delivered - Confirmed delivery
  • Opened - Recipients have read the message
  • Failed - Delivery failed (can be resent)
  • Replied - Recipients have responded

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Best Practices

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Message Content

  • Keep subjects clear and descriptive
  • Use templates for consistency
  • Test messages before sending to large groups
  • Personalize content when possible

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Recipient Selection

  • Filter by contact type for targeted messaging
  • Use bulk selection for efficiency
  • Verify recipient lists before sending
  • Respect contact preferences and opt-outs

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Scheduling

  • Schedule during business hours for better engagement
  • Consider time zones for global audiences
  • Use scheduling for promotional campaigns
  • Save drafts for complex messages

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Getting Started

  1. Set up your first template in the Templates section
  2. Compose a test message to a small group
  3. Explore recipient filtering options
  4. Try scheduling a message for later
  5. Check message tracking to see results
The messaging system integrates with your contact management, so all your members, leads, and staff are automatically available as recipients. You can also create custom templates for common messages like welcome emails, class reminders, or promotional announcements.