Elevate your communication with members through our cutting-edge messaging interface, seamlessly integrating multiple communication methods.
This interface is available to communicate with your session participants, reaching out to those who have booked, cancelled, or are eagerly awaiting a spot.
With the inbox add-on, it becomes possible to use this interface for 2-way communication with individual members, smartlists, or sessions. The inbox feature also offers additional options, which are described in this article.
Step 1: Open the communication interface
From a session page, the Communication button opens a Communication tab:
From the inbox, you have access to all conversations from members, smartlists and sessions:
Step 2: Select your communication method
You can choose to send an email, an SMS or a push notification.
Note: SMS and push notifications are add-ons. To request your them, you can follow this guide on add-on integration.
Step 3: Write your message
For push notifications and emails, your message needs a subject.
Step 3 bis: Alternatively, select an email template
If email is the chosen communication method, you can select an existing email template rather than writing a new mail.
Use the template selector pop-up to select the desired template.
Once the template is selected, 3 buttons are available:
Eye button to see a full preview of the email
Pencil button to edit the template (you will be redirected to the template editor)
Cross button to cancel your choice
Note that the subject of the mail can be edited without modifying the template itself.
Step 4: Use variables to enhance your message
You can use variables in all 3 communication methods. To make sure they are correctly formatted, a variable selector is available.
Selecting the desired variable will place it in the subject or the body of the message, depending on where your writing cursor is placed.
Please note that variables in email templates will also work, but not all variables: if you select, for example, a template using variables such as "gift card value" or "appointment date", such variables cannot work since there is no gift card or appointment to reference.
Step 5: Send the message
For a Member [Inbox only]:
If the user does not have a registered email address or phone number, the Send button will be deactivated
If the member did not agree to receive marketing communication by SMS and/or by email, a warning will be displayed. You will still be able to send the communication, it's up to you to make sure the message is not a promotional message.
For a Smartlist [Inbox only]:
The number of recipients will be displayed next to the Send button. By default, all recipients with a valid email (respectively, phone number) will be selected.
Clicking on the recipients will open a pop-up to display each recipient.
You can manually unselect some recipients.
Recipients without valid email or phone numbers will also appear in the list, but cannot be selected. Instead, a pencil button redirects you to their member profile edit form in a new tab to add the relevant info.
For a Session [From the session page or from the inbox]:
By default, no recipients are selected.
Clicking "Choose recipients" will open a pop-up where you can choose recipients from the bookings, the waitlist, or the cancellations. You can select several of those categories at once, and just like smartlist, each recipient can be individually unselected.
As for smartlists, recipients without valid email or phone numbers will appear, but cannot be selected.
Step 6: See previous messages
In this thread, you can see all previous messages in the conversation, and the date and time they were sent.
The type of message is distinguishable with an icon: Email, SMS or Push Notification.
For smartlists and sessions, you can see the number of recipients. Clicking on it or on the information icon will open the list of recipients, as well as the status of each message (sent/failed).
For each sent message, you can see how it was sent:
For members, the inbox only displays direct messages
For smartlists, the message can be manual or automatic
For sessions, there are only manual messages
Step 7: Filter messages
Filters can be accessed differently depending on where you are:
From the communication tabs:
From the inbox:
You can use filters to help you search through messages more quickly.
Select some of the following options:
Type: Email, SMS or Push Notification
Sent on: Start date and End date
Messages: Sent or Received
[Smartlist only] Settings: Manual or Automatic
[Sessions only] Recipients (by booking status): Bookings, Cancelled bookings, or Waiting list.