Sending emails from the Contacts Module allows an attachment to be included with the email. You can also email contacts from their individual contact record and via the court booking, programing, social play and membership modules.
You have two options to send emails:
Email multiple contacts or in bulk
Step 1: Open up the admin area of Serve Tennis and select 'Contacts' to open the contact module
Step 2: Select the contact(s) you are looking to email by checking the box to the left of the screen. To select all, simply check the box above the filter fields. You can use the filters across the top as needed. i.e. you only want to email active members, or those over 60 years etc.
Step 3: Select the email icon located in the circle towards the top of the screen:
Step 4: Complete your email. Please remember to select the 'include unregistered' box to send your emails to those who haven't yet registered to the platform.
- To view who your email is going to, click 'show recipients'.
- Note: The number may be lower than the number of contacts selected as this could be that the member has unsubscribed from emails, doesn't have an email address associated with their record, appears multiple times or is a Junior.
- Emails can be created in rich text format, allowing you to use the text and layout design of your choice. You can also add an image into the email body, but please note, you cannot currently resize images, this enhancement is coming soon. You can add hyper links.
Remember, the email is already addressed to your member. See Hi (First Name).
Step 5: If you wish to add an attachment, simply click 'Browse...' and you can select the attachment you would like. Please note that you can only attach one file currently, and it must meet the format and size requirements.
Step 6: Tick on to send yourself a copy of the email and click 'Send'
- You can view your sent emails from the email log found at the top right of the admin pages. How to View Sent Email Communications
Individual Contact Emails:
You are able able to email individual contacts from a member's contact profile.
Step 1: In the contacts module, click on the name of the contact you would like to email, this opens their contact record.
Step 2: At the top right of the screen, click Email.
Step 3: Complete the content of the email. Emails can now be created in rich text format, allowing the you to use the text and layout design of your choice. You can also add an image into the email body, but please note, you cannot currently resize images, this enhancement will released in the future.
Step 4: Once you are happy with your email, click 'Send'
Note: You can view sent emails in the Email log: How to View Sent Email Communications