Last modified by Isaac Mejia on 2026/05/05 14:27

From version 3.1
edited by Isaac Mejia
on 2026/04/30 14:42
Change comment: There is no comment for this version
To version 2.1
edited by Isaac Mejia
on 2026/04/30 14:41
Change comment: There is no comment for this version

Summary

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1 -= =
1 += Sending Bulk Messages from the Contract Report =
2 2  
3 +**Applies to:** Member Manager\\
4 +**Audience:** Club staff, owners, managers\\
5 +**Last updated:** 2026-04-29
6 +
7 +----
8 +
3 3  == Overview ==
4 4  
5 5  Member Manager lets you send bulk emails and text messages to members directly from the Contract Report. This is useful when you want to message a specific contract group — for example, all members on a Frozen contract, all members in a specific program, or all members with contracts ending this month.
... ... @@ -42,11 +42,11 @@
42 42  
43 43  Four buttons appear at the top of the report:
44 44  
45 -|=Button|=What It Does|
46 -|**Email All Found**|Sends an email to every member in the current result set|
47 -|**Email Selected**|Sends an email to only the members you've checked in the table|
48 -|**Text All Found**|Sends a text to every member in the current result set|
49 -|**Text Selected**|Sends a text to only the members you've checked in the table|
51 +|=Button|=What It Does|
52 +|**Email All Found**|Sends an email to every member in the current result set|
53 +|**Email Selected**|Sends an email to only the members you've checked in the table|
54 +|**Text All Found**|Sends a text to every member in the current result set|
55 +|**Text Selected**|Sends a text to only the members you've checked in the table|
50 50  
51 51  {{info}}
52 52  If a member has multiple contracts that match your query, they will only receive one message — the system deduplicates by member ID before sending.
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82 82  
83 83  == Frequently Asked Questions ==
84 84  
85 -**Why is my recipient count lower than my report results?**
86 -\\The count shown before send is after TCPA and reminders filtering. Members without opt-in or with reminders set to Nothing (or to a channel that doesn't match what you're sending) are automatically excluded.
91 +**Why is my recipient count lower than my report results?**\\
92 +The count shown before send is after TCPA and reminders filtering. Members without opt-in or with reminders set to Nothing (or to a channel that doesn't match what you're sending) are automatically excluded.
87 87  
88 -**Can I save a draft and come back to it later?**
89 -\\No. The compose dialog resets when you close it. Compose and send in one session.
94 +**Can I save a draft and come back to it later?**\\
95 +No. The compose dialog resets when you close it. Compose and send in one session.
90 90  
91 -**Where do bulk sends show up afterwards?**
92 -\\Each send is logged to the system's message log with the recipient count, channel (email or SMS), and source = contract_report. They are not currently distinguished from member-tab messages in the standard message reports — that's a planned enhancement.
97 +**Where do bulk sends show up afterwards?**\\
98 +Each send is logged to the system's message log with the recipient count, channel (email or SMS), and source = contract_report. They are not currently distinguished from member-tab messages in the standard message reports — that's a planned enhancement.
93 93  
94 -**Can a member be messaged twice if they have multiple contracts?**
95 -\\No. The system deduplicates by member ID before sending. If a member has 3 matching contracts, they receive 1 message.
100 +**Can a member be messaged twice if they have multiple contracts?**\\
101 +No. The system deduplicates by member ID before sending. If a member has 3 matching contracts, they receive 1 message.
96 96  
97 -**What happens if a member's phone number or email is invalid?**
98 -\\Bad addresses fail per-recipient — the rest of the send continues normally. The send count returned reflects only successful dispatches.
103 +**What happens if a member's phone number or email is invalid?**\\
104 +Bad addresses fail per-recipient — the rest of the send continues normally. The send count returned reflects only successful dispatches.
99 99  
100 -**Can I use this on other reports?**
101 -\\Not yet. The Contract Report is the first report wired up to bulk messaging. The backend supports any report; additional reports can be added as a future enhancement.
106 +**Can I use this on other reports?**\\
107 +Not yet. The Contract Report is the first report wired up to bulk messaging. The backend supports any report; additional reports can be added as a future enhancement.
102 102  
103 103  **Why don't I see the buttons?**
104 104