Setting Up Communication Preferences
Member Manager Communication Options
Go to Members and search for the member you would like to update. On their profile page, go to the bottom of the page to update their communication preferences.
The preferences are split into two sections Email and Text. If texting options are enabled in your Member Manager subscription, you can set members texting options here.
Email Preferences:
Receive automated reminders via email – check this option if the member wishes to receive automated emails. These are the emails that are enabled under Setup>Personalize>Messages and include appointment reminders, birthday emails, waitlist invitations, etc.
Receive club information, promotions and marketing via email – check this option if the member wishes to receive emails sent via marketing and lead flows or group emails you create and send from Member Manager.
Invoice Email – if this option is empty any invoices sent to this member will be sent to the email address in the main profile email section. If a different email is entered here, other emails will still go to the main address, but any invoices will be sent to this address.
Text Preferences – check this option if member wishes to receive any reminders, club information promotions or marketing via text. Contact our support team at 877-600-3811 or support@membersolutions.com for more information on adding texting options to your Member Manager subscription.
Member Portal Communication Options
When members log into the Member Portal, they will have the option to set their communication preferences. They can set that when they use the Self Sign-Up link on their initial setup, or update their preferences once they log in.
Self Sign-Up Link
When members sign themselves up using the sign up link, they can choose their communication preferences. Check the boxes to choose:
I want to receive inspiration, marketing promotions and updates via email. - on first screen, assuming the club has texting setup.
I want to receive account alerts via email - on next screen. - This is for automated emails.
I want to receive inspiration, marketing promotions and updates via email. - This is for emails you send from the software.
Updating Communication Preferences on the Member Portal
Once your member has created a login on the Member Portal, they can update their communication preferences any time by going to their Profile tab on the portal and clicking on Notification Settings. Members will have the same options as the Member Manager staff login to update their communication preferences.
Tracking Preference Updates: The system will track any changes to these settings. Once you have made a change from a staff login, the screen on the profile tab will show which staff member made the change. If the change was made by the member in the member portal, the screen will show that as well with the date of the change.