INTRODUCTION
Feature Summary: System users can email messages to one or more club members, instructors, and staff.
Use Cases: Use this email feature to send a custom one-time message that is not an auto-generated notification (e.g. a confirmation message when a member books a court).
Module 4 is an six-part quick-start guide highlighting the key steps admins should complete when sending emails, text messages, and push notifications. This article is Part 2.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click MEMBERS > EMAIL PLAYERS.
Configure the message. (see below)
Click the Send Emails button.
Custom emails count towards the club's monthly 5000 message limit. System-generated email notifications do not count towards that monthly limit.
Configuring an email message
At the top of the page, the From Name field is auto-filled. Go to the required fields and add information.
Click the Reply To field and select one email address.
Enter text in the Subject line.
Enter text in the Message field. Optionally, use the toolbar to add formatting, styling, or links.
Click the Select file button to insert an attachment. (optional) Click the Next button to open the Filters page. That is where system users add and filter message recipients and CC addresses.
Filters page
System users can enable one or more filters to narrow the list of recipients.
Filter Players By Member Groups - If players are organized by groups, use this field to select one or more groups for this message. Otherwise, leave the field blank to enable the default ALL option.
Filter Players By Memberships - Click this field to create a mailing list according to membership type. For instance, a system user could send a message to every player with a Full Member plan. Players with a different plan (e.g. Family) would not receive this message. Otherwise, leave the field blank to enable the default ALL option.
Include Active / Inactive players - Check one or both boxes. If both boxes are unchecked, CourtReserve sends all members (active and inactive) the message.
Filter Players By Family Roles - Send the message to players with a specific family role (e.g. parent). The default setting is ALL.
Filter Players By Gender - Select male or female. The default setting is ALL.
Tennis / Pickleball - Click a field and send the message to players with a specific rating level. Choose one or more rating levels or leave the field blank to include all.
Reservation/Event Start & End Dates and Times - Include players with a facility booking or event registration that starts or ends by a specific date.
Filtering players
Click the Filter Players button. A list displays eligible players/staff based on the enabled filters. Check the box for each name that should receive the message, or check the Select All box.
Additional recipients
Optionally, the system user can add other players to the mailing list and one or more system users to the mail-out as CCs.
Sending a message
Once the email is set up, click the Send Email button. Verify the number of recipients in the confirmation popup and click Send.
Viewing history
System users can open a log and view email history. Go to MEMBERS > EMAIL PLAYERS and then click the View Email History button. The next page shows the history. Click the View button to read a message.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 4's video that covers the information in this article.
Watch the entire Module 4 video to learn about marketing and promotion.
What's next?