Communications can be sent to your clients in 3 ways with Recess
Communication Center (more on that below)
Best for ad hoc messages sent immediately to a group or individual. These messages can be sent as emails, text messages, or in-app push notifications.
Note: please email [email protected] to add the "Messages" tab to your app
Best for email blasts like newsletters. Can be sent to any audience immediately, or scheduled to send later.
These are emails, SMS text messages, or push notifications that are sent automatically based on a trigger being hit. For example, someone books a class, and a confirmation email is sent automatically.
Be sure to add in-app notifications to your sequences (members must have app installed)
Communications Center Overview
Using the Communications Center you are able to:
Chat with a class from the class page
Make a custom audience inside the Comm Center
Message an existing audience
Send private messages to a member/client
Send text, pictures, and more
Note: only appears with in-app messages for now (we are working on sending via text and email)
When sending a messaging you can alert members via email, SMS, or in-app notification
Step 1: Go to the left-hand nav bar and click Communication
Favorites (messages you want to keep front and center)
Create a Channel (group message) - click the + button next to the word Channels
Send a Direct Message
Step 2: Creating a Channel or Group Message
You can create audiences under the Growth Suite > Audiences
Once created, search for it in the search bar
You can go to any class/event and click the "Chat" icon and it will create a group for anyone in that class (and anyone that books the class after you start the channel)
Create a custom Channel right in the comm center
Click the group you just made and start writing your message
Choose if this Channel is "Public" meaning anyone can reply and everyone will see all replies or "Announcement Only", only staff can send messages and members will have "View Only" access
To make it "Announcement Only" click the "I" in the top right corner and then the "Announcements Only" icon
Finally, decide how you want your message to be delivered. You can send a Comm Center message via email, text message, in-app notification, or all three.
Note: members must have enabled notifications on their devices to receive in-app notifications
Step 3: Sending DMs
Setup: How do you want Staff to send DMs?
Option 1: Each staff can create a unique DM with clients. This means you might have 5 DMs with the same client but different staff
Option 2: There is only 1 DM per client. Any staff (based on permissions) can view and message the client, but it won't create multiple DMs
Adjust this setting by going to Tools > Profile > Settings
If you turn that off, you need to decide if you want clients to see the names of each staff member messaging them in the thread. If you do not, then all the client will see is the name of your Studio/School/Gym
Sending: To send a DM, click "DMs" on the left then the yellow "New Message" icon
Search the name of the client/member
Note: You can add multiple clients to a DM
Step 4: Managing Channels & DMs
Subscribing to Messages
Based on your permissions, you may see every channel and DM, even if you are not part of them
If you click on DM or Channel for which you are not a member, you will see a "Subscribe" button.
Subscribing adds you to the thread and now you will be notified of future messages
Sequences / Automations
All notifications from sequences and automations will appear in the DM thread with your members/clients
SMS automations will have a robot icon
In-app notifications will have a note icon
All replies to SMS messages will appear in the DM thread
Message Settings
All channels and DMs have a setting tab, which you access by clicking the "I" in the top right hand corner
Star conversations so they show up at the top of your chat bar
Mute the notifications of the Channel
Report the channel
Archive the channel (delete)
View everyone subscribed to the thread
Step 5: Enable Notifications in the App
You can use the communication center in both the client app and staff dashboard app.
Reminder: you can download your dashboard as a web app to your phone, just like the client app
To turn on the messages tab in the client/member app please email [email protected] to enable
In both the client and staff app, push notifications must be allowed on the users phone.
You will see a banner on your phone that says "Enable"
You can also do this under settings on your phone, wherever notifications are managed
Messages tab in Client/Member app
Clients are able to see their messages in the Messages tab and receive push notifications
Clients will see 4 options on the left hand nav:
Notifications: this is for any in-app notification you send, either from the Comm Center or a Sequence (e.g., class reminder)
Favorites
Groups
DMs: as of today, they cannot start a new DM, but this is coming soon!