Communications
Message members, set up automations with Smart Workflows, and manage incoming messages in the Comms Inbox.
20 articles
- Migrating from Message Automation to Smart WorkflowsHow to migrate your existing Message Automations to Smart Workflows in ClubRight, including the safe step-by-step process.
- Creating and managing Saved RepliesHow to create and manage Saved Replies in ClubRight, your reusable messages for the situations you need to communicate about often.
- Using Saved Replies when sending messagesHow to use your Saved Replies when messaging members in ClubRight, including in Smart Workflows, broadcasts, and bulk sends.
- Sending messages to the Welcome Screen at check-inWhat the Welcome Screen channel does in ClubRight, and how to use it to share messages with members as they check in.
- Responding to messages in ConversationsHow to read and reply to member messages in your ClubRight Conversations, choose a reply channel, and manage the thread state.
- Viewing your messages in ConversationsHow to find member messages from your ClubRight dashboard and the Conversations page, with filters, search, and groups to focus on what matters.
- Customising your email layout templateHow to edit your Layout Template in ClubRight, the master wrapper that controls branding for every automated email you send.
- Configuring your messaging settingsHow to configure incoming notifications, send windows, message review, automatic messages, and signatures in your Messaging Settings.
- Smart Workflows: getting started with automationSet up automated member communications in ClubRight using Smart Workflows, from templates to live, running workflows.
- Sending a group or bulk messageHow to send a message to all your members or a filtered group, including channel options, marketing emails, and finding replies.
- Sending a message to an individualHow to send a one-to-one message to a member from Contacts, including channel options, scheduling, and finding replies.
- Push notifications and smart notificationsWhat push notifications and smart notifications do in ClubRight, and when to use each one for member communications.
- SMS setup and FAQSet up the ClubRight SMS service, manage your monthly bundles, and find answers to common questions about texting your members.
- Email marketing agreementWhat the Marketing Email Agreement is, when you need to accept it, and how to do so when prompted in ClubRight.
- Setting up booking notification emails for staffHow to set up your staff to automatically receive an email when a member books into a class or activity they're assigned to.
- Customising email templates: overviewAn overview of the transactional email templates you can customise in ClubRight, what each one does, and where to edit them.
- Two-way messaging in the Member AppWhat in-app two-way messaging is in the ClubRight Member App, and how to turn it off if you prefer other channels.
- Messaging members from the diaryHow to message bookings, checked-in members, the waiting list, and previous attendees of a class or activity directly from the ClubRight diary.
- Scheduling messages to send laterHow to schedule a group or individual message to send automatically at a future date and time.
- Sharing files with members (workout plans, eBooks)How to share files like workout plans or eBooks with members using a third-party download link.