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How do I email my members?

The Emails tab is where you design branded emails and automate the messages members receive. It has five parts: Brand kit, Templates, Automations, Approvals and History. Start with the brand kit, then enable one automation.

Brand kit

Set this up once and it applies to every email you send:

A live preview shows exactly how your emails will look. Do this first - it is the difference between emails that look like yours and emails that look like software.

Templates

TypeWhat it covers
TransactionalBooking and cancellation confirmations, sent automatically. These go out whether or not you touch them.
CustomMarketing templates you create: welcome, win-back, reminders and anything else.

Open any template to edit it in the drag-and-drop builder, then send yourself a test before it goes anywhere near a member.

Automations

Enable a recipe and it sends itself when its trigger fires:

Toggle them on and off, or run one manually at any time. The welcome email is the best first automation to switch on.

Approvals

Before a batch goes out it waits in Approvals for your sign-off. Review who will receive it, then approve to send or cancel to stop it. A red badge on the tab shows how many batches are waiting, so check it whenever you see one.

Approvals exist so an automation cannot surprise you. A win-back recipe that quietly emails 400 lapsed members is a good idea right up until the moment it is not. The queue is your chance to read the list first.

History

A log of every campaign sent, with recipient counts and delivery status, so you always know what went out and when. Transactional emails such as booking confirmations are deliberately not logged as campaigns - they are part of the booking flow, not something you sent.

A sensible order

  1. Set the brand kit so every email looks like you.
  2. Enable the welcome automation.
  3. Test-send any template to yourself before going live.
  4. Check Approvals whenever the tab shows a badge.