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Using the Communication Preferences Filters

Jacqueline Leonard
Updated

This article explains how to use Communication Preferences filters in the Prospects and Customers/Members tabs to target clients based on their opt-in or opt-out status for email and SMS notifications. It details accessing filters, selecting preferences, and sending messages via ClubReady Core, Connect, or email, ensuring messages respect opt-out choices.

This article will guide you through accessing and using the new Communication Preferences filters. These filters allow you to quickly identify which clients have opted in or opted out of your notifications (such as class reminders) and promotional SMS messages (such as Black Friday sales).

Communication Preference filters are available in both the Prospects and Customers/Members tabs.
Use these filters any time you need to send targeted messaging based on a client’s communication choices.

1. Access Filters

Click on either the Prospects or Customers / Member tab. Select the 3 bars button to continue.

 

2. Select Filters

Clicking the 3 bars button will update the screen to display a list of filters including several drop-downs. Click on Communication Preferences to continue.

  • Email Opt-In – Clients who have opted in to receive email notifications.

  • Email Opt-Out – Clients who have opted out of email notifications.

  • SMS Promotional Opt-In – Clients who have opted in to receive promotional SMS messaging.

  • SMS Promotional Opt-Out – Clients who have opted out of promotional SMS messaging. This includes

    • Clients who have opted into non promotional, but who have not opted into promotional messages

    • Clients previously opted into promotional, and later opted out

    • Clients opted out of both promotional and non promotional messaging by preference, staff opt out or keyword opt out.  

Click the desired filter. The system will update your list to display only the clients who match that selection.

 

Note: When filtering a members list, you will be shown the entire list of members who meet the filter's criteria, regardless of their opt-in/opt-out status. 

If you apply a communications preference filter, it will filter specifically for the selected preference.
When sending a Campaign to the filtered list, the message will not be sent to those members who have opted out through keywords (STOP, CANCEL, etc...) or have opted out of all SMS.
 

3. Sending Communications To The Filtered List

Once your list is filtered, you are ready to send communication:

If using ClubReady Core for texting: 

  1. Click the Text (SMS) tab on the right side of the screen.

  2. Type your message in the text box (maximum of 160 characters).

  3. Click Send Text Message (SMS Blast) to the filtered list.

Learn more: How-to: Send a (SMS) Text Blast

 

If using Connect for texting: 

  1. Click the Send Campaign button to redirect you to your Connect portal.

  2. When you access Connect, you'll find your preset filters applied, along with the total number of customers who meet the criteria. Write your message.

Learn more: How-to: Send Filtered SMS Campaigns in ClubReady

 

If using ClubReady for emailing: 

  1. Select the Email tab on the right side of the screen.

  2. Compose your message.

  3. Send to the filtered list.

Learn more: How-to: Send an Email Blast

 

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