Communications
Email, SMS and in-app messaging to members and leads.
24 articles
-
Can I change the email address receipts are sent from?
Why your club's emails and online payment receipts come from a mail@….crmail.uk address, why you can't change it, and where member replies go.
-
Can I unsend an email I didn't mean to send?
What to do if you sent an email by mistake: stop a message you've just sent, cancel a scheduled one, delete a draft, or correct one that's already gone out.
-
Configuring your messaging settings
How to configure incoming notifications, send windows, message review, automatic messages, and signatures in your Messaging Settings.
-
Creating and managing Saved Replies
How to create and manage Saved Replies in ClubRight, your reusable messages for the situations you need to communicate about often.
-
Customising email templates: overview
An overview of the email templates you can customise in ClubRight, what each one does, how to edit them and how to send yourself a test.
-
Customising your email layout template
How to edit your Layout Template in ClubRight, the master wrapper that controls branding for every automated email you send.
-
Email marketing agreement
What the Marketing Email Agreement is, when you need to accept it, and how to do so when prompted in ClubRight.
-
Merge Fields for your Emails and SMS messages
How to personalise emails and messages with merge fields (short codes), for example adding a member's first name.
-
Messaging members from the diary
How to message bookings, checked-in members, the waiting list, and previous attendees of a class or activity directly from the ClubRight diary.
-
Migrating from Message Automation to Smart Workflows
How to migrate your existing Message Automations to Smart Workflows in ClubRight, including the safe step-by-step process.
-
Push notifications and smart notifications
What push notifications and smart notifications do in ClubRight, and when to use each one for member communications.
-
Responding to messages in Conversations
How to read and reply to member messages in your ClubRight Conversations, choose a reply channel, and manage the thread state.
-
Scheduling messages to send later
How to schedule a group or individual message to send automatically at a future date and time.
-
Sending a group or bulk message
How to send a message to all your members or a filtered group, including channel options, marketing emails, seeing who a group message went to, and finding replies.
-
Sending a message to an individual
How to send a one-to-one message to a member from Contacts, including channel options, scheduling, and finding replies.
-
Sending messages to the Welcome Screen at check-in
What the Welcome Screen channel does in ClubRight, and how to use it to share messages with members as they check in.
-
Setting up booking notification emails for staff
How to set up your staff to automatically receive an email when a member books into a class or activity they're assigned to.
-
Sharing files with members (workout plans, eBooks)
How to share files like workout plans or eBooks with members using a third-party download link.
-
Smart Workflows: getting started with automation
Set up automated member communications in ClubRight using Smart Workflows, from templates to live, running workflows.
-
SMS setup and FAQ
Set up the ClubRight SMS service, manage your monthly bundles, and find answers to common questions about texting your members.
-
Two-way messaging in the Member App
What in-app two-way messaging is in the ClubRight Member App, and how to turn it off if you prefer other channels.
-
Using Saved Replies when sending messages
How to use your Saved Replies when messaging members in ClubRight, including in Smart Workflows, broadcasts, and bulk sends.
-
Viewing your messages in Conversations
How to find member messages from your ClubRight dashboard and the Conversations page, with filters, search, and groups to focus on what matters.
-
What does 'No outbound messages on record' mean?
What the contact line above a member's messages on their profile means, which messages count as contact, and why automatic emails count.