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Sending an individual message

How to send a message to an individual member

Owen Chapman avatar
Written by Owen Chapman
Updated this week

With Clubmate, it's easy to keep in touch with your members and customers via whichever communication channel you prefer. You can send emails, text messages, or push notifications straight to their member app.

To see a definition for each of the message types, click here

To learn how to send an individual message, read on!

To send an Individual Message 

Locate the members profile in Members List Area

Once you have located the profile you can initiate a message to be sent to an individual from the Member quick view

Or by clicking on the Members Profile and selecting Comms hub.

You will then need to check the '+ Send Message' button.

Before choosing how you would like to send your message - email, SMS/Text message, Push notification or Smart notification (learn more about the different message types here). You can select multiple options if you like.

Marketing Agreements are bypassed when emailing individuals

Click if its a new message or just a draft *

*Draft facility is only available on: Advanced and Plus software packages

You can save a draft email & go back it it later on

With emails you are able to add a subject line and can customise the look and feel of the message.

Once you are ready, click GO (bottom right corner, you may need to scroll to find it) and the message will be delivered.

You can also change the look of the email:

Font, Bold, Italic, underline, text colours or highlight, add an image (1 MB image file size limit), Hyper link & more via the top bar any time you have an email or message window open

Once you are ready, click Go and see the "success" pop up the message will be delivered.

Should a member reply, their response can be found within the Message Centre of the Dashboard. 

New, unread messages will be in green - simply click on the message to read and hit Reply to quickly respond back.

All message history will be stored and found within the Comms hub section of the Members profile.

Message type definitions & recommendations

  • Email - this is best used when sending non-urgent, longer form messages to your members & customers.

  • SMS / Text Message - ideal for getting urgent information to your members and customers as text messages are universally read by recipients. Please note that there is a fee per text message. If a message exceeds 160 characters, it will span across 2 x messages.

  • Push notification - push notifications are a type of message that is delivered directly to a member who has downloaded the Member app. It will appear on their phone and also within the message section of the app. Similar to text messages, it is ideal for getting important, short messages to your members and customers. There is no cost for sending a push notification however please note that this message type is dependant upon the member downloading the app in order for them to receive it.

  • Smart notification - when selecting 'smart notification', the message will be attempted to be sent via a Push notification first, however if the member has not downloaded the member app, the system will automatically send it via email instead. This ensures your message reaches the right people without having to send it it in multiple channels.

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