The SMS and Email templates you've created and saved can be used to send a message or email to your clients containing digital documents.
This can be done one to one or in a batch.
1-to-1 Communication
A. Sending 1-to-1 SMS
Go to Contact Profile. Select the Actions tab.
Click on the Document Library.
Click the SMS icon.
4. You’ll be directed to the page where you can choose the Digital Document Template that you need to send to your client. Click the SMS Load Template, type in the name in the search box, and click on it.
5. When you have selected the Digital Document, you can click the Send button.
B. Sending 1-to-1 Email
Go to Contact Profile. Select the Actions tab.
Click on the Document Library.
Click the Email icon.
4. You’ll be directed to the page where you can click the Load the Email Template button. Type the name in the search box and click on it.
5. When you have selected the Digital Document, you can click the Send button.
Batch Communication
A. Sending Batch SMS
Go to your contact groups.
Click the Batch tab and select Batch SMS.
3. Click the Load SMS Template button. Type in the name of the document in the search box and select it.
4. After you have selected the template URL, there will be a message in red that says, “Template selected with {{documentUrl}}, but missing a Digital document.” You just have to click on Select Digital Document tab and select the document you want to populate in the placeholder URL.
5. Then, if you are ready to send it out, click the Send Batch SMS button.
B. Sending Batch Email
Go to your contact groups.
Click the Batch tab and select Batch Email.
3. Click the Load Email Template button. Type in the name of the document and select it.
4. After you have selected the template URL, there will be a message in red that says, “Template selected with {{documentUrl}}, but missing a Digital document.” You just have to click on Select Digital Document tab and select the document you want to populate in the placeholder URL.
5. You can send the email by clicking the Send Batch Email button.
Having SMS and Email templates ready with digital documents is a great way for gym owners and staff to communicate with their contacts one-on-one or by batch sending.