❖ Heads up! This article is only intended for Shift Site Admins.
By the end of this article, you'll be able to:
Send emails to individual members from multiple areas of your site
Quickly message members based on shifts, reports, or profile access
Choose the most efficient path for sending one or multiple emails
Overview
You can send personalized emails to members directly from several areas of your site. This makes it easy to follow up, share updates, or send quick thank-you messages. Depending on your workflow, you can email members from Quickstart, Members, Schedule, or Reporting.
The Quickstart Button
Use Quickstart when you want to quickly send an email without navigating through other areas.
Click Quickstart.
Select New email.
Search for recipients by name, shift, or tags.
Draft your message.
Click Send email.
The Members Button
Use this option when you’re already viewing or managing a specific member.
Click Members.
Open the options menu for the member.
Click Send email.
Draft your message.
Click Send email.
Schedule Area
Use this when messaging members about a specific shift.
Go to Schedule.
Click the shift.
From here, you can:
Click a member’s name to open their profile and send an email.
Select one or more members and click Email selected.
Click the message icon in the Options column for a member.
Draft your message.
Click Send email
Reporting Area
Use this when following up on member activity or report data.
Go to Reporting > Members report.
Run the report for the desired date range.
Click the member’s email address.
Draft your message.
Click Send email.
FAQ
Q. Can I email multiple members at once?
A. Yes. In the Schedule area, select multiple members and click Email selected.
Q. What’s the fastest way to send an email?
A. Use Quickstart > New email to quickly find recipients and send a message.
Q. Where should I send emails from?
A. It depends on your workflow:
Use Quickstart for speed
Use Members for individual communication
Use Schedule for shift-related messages
Use Reporting for follow-ups based on data