Tip: We recommend creating the email first as a template in Settings > Communication to save time. You can learn more about email templates here.
You can send emails from most areas of the system, including Sales admin and from most reports.
From the Contacts page:
- Navigate to Contact management > Contacts
- Select the contact(s) you wish to send an email to by ticking the checkboxes by names
- You can use the left sidebar to filter by group or product
- When contacts are selected, the left sidebar will show actions that can be performed
- Click ‘Message’ then ‘Send message or content’
From the contact record
- Search for a contact and click their name
- Click ‘Actions’ from the top-left of the contact record
- Go to ‘Message’ > ‘Email’
From the timetable:
- Navigate to the Timetable and click into any session
- Select the ‘Advanced view’ or ‘Manage’
- Select the contact(s) you wish to email
- Click ‘Actions’ then ‘Message’
Message options
In the ‘Send message’ pop-up, you can either select a pre-made organisation template or quickly create a new email.
You can also add attachments (up to 100MB) and personalise the message using placeholders.
Toggle ‘Post on timeline’ to additionally post on their Thrive4 member portal – this will also notify their mobile device if they use the app. Sending messages to the timeline can help ensure important information is seen quickly as emails can often be missed in busy inboxes.
Toggle ‘Marketing message’ when sending special offers/promotions to mark the email as such. This ensures you’ll only message contacts who have opted into these communications. Your members can manage their communication preferences at any time from Account > Settings > Notification Settings within the Thrive4 member portal/app.
Email 'from' and 'reply' address
By default, all emails sent within the system will be delivered from no-reply@thrive4.com, unless you have chosen to verify and enable your own email address. This can be done for any organisations that own their own domain – for more information read our help article here.
Replies from your recipients will go to your organisation’s email address (if enabled), otherwise this will default to the email address of the logged-in account – yours or your team’s. This can be overwritten at the bottom of the page if needed.
Tip: You can also schedule emails to go out at a later date or time.