Overview

ASF provides you with the ability to automatically send various communications to your members and prospects. Members can receive texts and emails for everything from completing enrollment to being marked absent for an event. 

In addition, you will have access to change member and prospect preferences based on the information they wish to receive through communications. 

Communication Preferences Uses

As said above, capturing member and prospect communication preferences allows you to send certain communications to your members and prospects. Here is a list of everything that can be sent to members with communication preferences enabled:

• Mass member email communications through the Reports application
• Marketing emails and text messages through Club OS

Club OS Integration

If your club is integrated with Club OS, then these communication settings will allow marketing and promotional communications generated through Club OS to be sent to your members as well.

Member and Prospect Communication Preferences

Where Communication Preferences Are Captured

Communication preferences are captured at different points across the multiple enrollment systems. Capturing communication preferences allows members and prospects to set their initial preferences for communication. These preferences can always be updated or changed at a later time (see Adjusting Communication Preferences).

Online Enrollment/Lead Capture

Communication opt in options will appear in Online Enrollment, including if you are integrated with Club OS and using the Lead Capture feature. These settings will allow members and prospects signing up for new offers to select their communication preferences themselves during sign up.

For Lead Capture, these options will appear at the very beginning of the process. During regular member enrollment through Online Join (i.e., not using Lead Capture), new members will find this option as a check box that they may toggle on the Payment screen.

Member Enrollment

During Member Enrollment, members will need to choose whether they will opt in to receive text messages or not. This will be done at the end of the enrollment process when the member signs the contract. This will appear as an additional signature box that members can sign if they wish to receive text marketing communications.

Adjusting Communication Preferences

Member communication preferences can be changed and adjusted at any time. While members can always unsubscribe themselves from receiving text communications, there may be instances where this needs to be done through My Club Business.

User Permissions

You will have access to a new user permission called Can Manually Opt Prospects and Members into Text Communication found in the Member/Account Inquiry section when editing user/role permissions. This permission will determine if users can opt members in to receiving marketing communications. 

Here are some examples of how this permission will work with various use cases:

• If a user has this permission ENABLED, they will be able to enable and disable text communications for any given member
• If a user has this permission DISABLED, then they will only be able to DISABLE text communications for any given member. If a member account has text communications ENABLED, then the user will not see that setting while viewing the member's account

How To Adjust Communication Preferences

Communication preferences can be changed for member accounts through Member Management.

To enable or disable text communications:

1. Select Member Management from the My Apps page. Search for the member account you need using the provided search fields
   
2. Once you have a member account pulled up, open the Cardholders tab, select the cardholder you are enabling/disabling communications for, and choose Edit
   
   
3. Scroll up to the cardholder's profile and expand the Profile window. At the bottom of the profile information, you will find two toggles for enabling/disabling communications through text and email