Automatic communications & Communication Templates
Communication templates
- Access the Memberbase dashboard.
- Navigate to “communication template”.
- Click on “Create communication template”.
- Input the required field.
- Click on the checkbox based on the forms you want your template to be sent.
- Click on the “Create communication template” button.
- Input the required fields and click on “update communication template”.
- Navigate to contacts
- Select a “contact” and click on “view” to access the detail page.
- Click on the “communication” drop-down
- Click on “send an email or send an SMS” based on the form your template was created.
- Select the communication template that was created.
- Finally, click on “send”.
This is usually for communications that go out regularly.
Automatic communications are driven by communication templates, but you don't have to click the “send” button. Memberbase sends communication automatically.