REPORT: SEND MESSAGE TO MEMBERS ADVISING WHEN THEIR AWARD IS EXPIRING
To do this a club can go to the Email/SMS option
Once loaded open the “awards” filtering section by ticking the “awards” box.
You can then select the award (eg Senior First aid) and
Select an expiry date period (eg “from” 01/02/2022 – “To” 30/04/2022).
This will then list all members in the club who hold an award of that type that will be expiring in the next 3 months.
The club can then send an SMS message or email to all these people letting them know that their award is expiring and suggest some requal days etc.
TROUBLESHOOTING MESSAGES NOT BEING SENT
The most likely cause for Surfguard errors with messaging is cutting and pasting text into the Surfguard message. If you have a short message, try just typing it – Surfguard likes PLAIN Text only (no formatting) and avoid use of a lot of special characters ( <>()@#$%^& etc ). If you have a long message, or really want/need to use formatting, save the document and send it as an attachment to the message – Email attachments can be CSV, images, pdf, powerpoint, rich text, spreadsheets, text, word docs, zip/gzip. Total Max file size 1.5Mb. We are working on an enhancement to make Surfguard more tolerant of formatting and special characters.
If you continue to have trouble with messaging, please ring us on 1300 724 006 while you are at your computer, logged onto Surfguard and we’ll sort out what is causing your problems together.
Causes for issues:
Type PLAIN Text only (no formatting) and avoid use of a lot of special characters. <>()@#$%^& etc
SMS can be sent to a maximum of 150 recipients.
Email attachments can be CSV, images, pdf, powerpoint, rich text, spreadsheets, text, word docs, zip/gzip. Total Max file size 1.5Mb.
For a person to receive email, they must have a valid email address and/or mobile phone in their Surfguard membership details.
If someone is not receiving messages, check their Surfguard membership details, is the checkbox Do not send email/SMS communications ticked?
SEND EMAIL TO ACTIVE MEMBERS IN CURRENT SEASON AND ALSO THOSE WHO HAVE NOT RENEWED FROM PREVIOUS SEASON
Go to Message > Email/SMS
Message Type: Communicate With Members
Output Format: Email
Click ‘Advanced Search’
DON’T USE “Registered Season” USE: Registration Date eg 01/07/2021 – 31/06/2022
MESSAGE HISTORY HOW TO FIND A MESSAGE OR EMAIL THAT WAS SENT BY SURFGUARD
Select the Club/Organisation that sent the message
Click Maintenance > Background Reports/Messages > Scheduled Background Reports / Messages
Change “Enabled” to “All”
If you know when the message was sent, you can limit your output by using the Scheduled Run Date To/From boxes.
You can sort the messages by “Output Format” (email, sms) or by Scheduled Date/Time if you know when the original message was sent.
Select the message, click “View” on the right hand side, and you can see who the message was sent to.
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