Sending Emails to Members
Overview
From your admin panel, you can send emails directly to one or more members at any time — for announcements, individual follow-ups, or sending account setup links.
How to Send an Email
- Go to Operations → Members
- Find the member (or members) you want to contact
- Tick the checkbox next to their name(s)
- Click Actions → Send Email to Member
- Choose the type of email you want to send
- Fill in any required fields
- Click Send
Email Types
Create Password
Sends the member a link to set up or reset their password. Use this when a member is having trouble logging in or when you've created their account manually.
Welcome Email
Sends a welcome message to the member. Useful when onboarding new members who may not have received the automatic welcome on signup.
Dynamic Email (Custom Message)
Lets you write your own email from scratch. You'll need to fill in:
- Subject — the email subject line the member sees
- Reply-to — the address members should reply to
- Body — your message content
Personalisation shortcuts:
| Shortcut | What it inserts |
|---|---|
{{full_name}} |
The member's full name |
{{email}} |
The member's email address |
{{company}} |
The member's company name |
Sending to Multiple Members
Select multiple members and send the same email to all at once. Each member receives a personalised copy with their own details filled in.
Tip: Filter the members list first (by location, status, etc.) then use the top checkbox to select all visible members before sending.
Common Questions
Can I see if the email was delivered? Yes — email activity is logged. Sent emails appear in the member's record with dispatch status.
Can members reply to emails I send? Yes, if you set a Reply-to address on a Dynamic Email.
Can I save email templates for reuse? Not as custom templates, but the three built-in types (Create Password, Welcome, Dynamic) are always available.