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.