Activity List


 

Contact Customers from the Roster

Overview 

This article will show you how to contact customers from a roster. 

 

Important Note

There is a 4-hour delay in the bulk-email function within the CivicRec system, so customers contacted through the roster will receive an email four hours after the action was performed. 

 

Instructions

  1. Navigate to Activities > Activity List
    activities_activity_list.jpg
  2. Find the activity you would like to contact the customers for
    contact_customers_from_roster_find_activity.jpg
  3. Select View under roster
    select_view_under_roster.jpg
  4. Select Contact
    select_contact_to_contact_customers.jpg
    • Note: This will contact all participants. Checking a participant provides certain functionality, like emailing waivers, transfers, and the other indicated options.
  5. Enter in the email information
    enter_in_email_information.jpg
    • Sending Address: Select the address you would like the participants to receive the email from
    • Communication Type: Select the type of communication the email is categorized as
    • Email Template: Select the template you would like to use
    • Recipients: Lists the recipients that will receive the email
      • Note: This is where you can add or remove recipients from the email.
    • CC: Allows you to copy others to the email
    • Subject: Type a subject in the subject line
    • Add Attachment: Allows you to add attachments to the email
    • Message: Type the message you would like to send
  6. Select Send
    select_send_to_contact_customers_from_roster.jpg



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