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How can I bulk email the Guest Roster?

Updated over 5 months ago

Q: How can I bulk email the Guest Roster?

A: To send emails to select individuals or the entire Guest Roster, follow these instructions:

  1. Go to Communication > Emails > Create Email.

  2. You will see a note, "Sending email to your Guest Roster instead, click the option "Click Here" to send emails to your guest roster (as shown below).

  3. Select the recipients. You can send it to:

    1. All Guests: Send to your entire guest roster.

    2. Specific Guests: Search and select specific guests.

  4. Edit the "From:" (if necessary). When an email is sent, you can modify the text that shows up before the system email (donotreply@golfgenius.com). For example, you could have the from line show your club name, the sender name, or both.

  5. Edit the "Reply to:" (if necessary). If a guest responds to the email, this email address will receive the reply.

  6. Edit the "Bcc:" (Blind Copy) (if necessary). Bcc any additional email addresses.

  7. Enter the email "Subject:"

  8. Enter content into the email's body using the rich text editor. You can insert data fields (available to the right) anywhere in the email. Along with basic formatting (e.g., font size & color, font type, bullets, numbering, text alignment, etc.), the rich text editor allows you to insert links, videos, images, and files.

  9. Set an alternate Logo or Banner (if necessary).

  10. Click "Refresh Preview" to preview the email before saving, scheduling, or sending it.

  11. Review the Recipient count to ensure the proper guests are receiving the email.

  12. Click one of the following options:

    1. Cancel: Cancel the email. Note: all changes will be lost.

    2. Save as Draft: Save the email as a draft to be updated, scheduled, or sent later. All drafts will be saved to the Email Center in the Unsent tile, where they can be updated.

    3. Schedule: Schedule the email to be sent at a specific date and time. All scheduled emails will be saved to the Email Center in the Unsent tile, where they can be updated.

    4. Send: Immediately send the email to the selected guest.

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