Activity List


 

Contact Customers from the Roster

Overview

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

Instructions

  1. Navigate to Activities > Activity List
    activities_activity_list.png
  2. Find the activity you would like to contact the customers for
    Select_Activity.png
  3. Select View under roster
    activity_roster.png
  4. Select Contact
    select_contact.png
    • 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
    email_participants.png
    • 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
    send.png



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