Send a Message to a Member
In this article, you will learn how to send messages to a member through the system, including email, letter, SMS, and app message.
Table of Contents:
Send a Message from the Customer File
- Access Customer File: Navigate to the member’s customer file in the system.
- Open Communication Section: Select "Communication" from the left submenu and click on "Messages".
- Compose Message: In the top right toolbar, select "Write Email," "Write Letter," "Write SMS," or "Send App Message". A new window will open for message creation.
Send a Message from the Communication Center
- Access the Communication Center: Go to "Communication" and select "Communication Center".
- Compose Message: On any subpage (e.g., "Drafts"), use the top right toolbar to select "Write Email," "Write Letter," "Write SMS," or "Send App Message". A new window will open for message creation.
Sending Methods
Write an Email
- Select Member: Choose the member you wish to contact.
- Subject and Content: Enter a subject line and compose your message, or use an existing email template.
- Attachments: If needed, you can attach files to the email.
- Send or Save as Draft: Once the message is ready, you can send it immediately or save it as a draft.
Write a Letter
- Creation: Assign a name, select a template, and categorize the letter.
- Edit Content: Use the text editor to customize the letter, including formatting and placeholders.
- Preview and Send: After editing, you can save the letter as a draft or proceed with sending. A print preview allows you to adjust print settings. Ensure the member’s address is correct before sending.
E-Post Option (Only available in Germany within the system): If you are located in Germany, you can send the letter directly via E-Post through the system. Alternatively, you can print and send it manually.
Write an SMS
- Compose Message: Enter the desired SMS content.
- Send: Once the message is ready, you can send it directly to the member.
Note: SMS messages have a high read rate and are a reliable communication channel.
Send an App Message
- Compose Message: Create a message to be sent directly to the member using the App Message feature.
- Send: The message will be delivered instantly to the member’s app.
Note: App Messages are a cost-effective and efficient way to communicate with members who actively use the app.