GestiClub

Tutorial 4 of 8

Communicating with your members

For:
Secretary (Secretary role) or administrator
Duration:
about 45 minutes
Prerequisites:
the tutorial "Bringing in your members"

0 steps of 5

The members are in GestiClub, with their groups, their parents and their addresses: the club can write to them. An email is not only addressed to a list: you choose people, groups, companies and distribution lists, and you can mix them in the same send. This tutorial creates a list, sends a notice of meeting with its attachment, composes a newsletter in the club's colours, then follows up with those who did not open it. At FC Les Tilleuls, Léa Bovet, the secretary, takes care of it.

1

Creating a distribution list

A group brings together the members who play or work together. To write to people who are not in the same group, create a distribution list. At FC Les Tilleuls, four members from different groups ordered the club tracksuit: Léa gathers them in the "Tracksuit order" list. The treasurer will also use it to send them the invoice.

  1. In Contacts, click Distribution lists › New list.
  2. Enter the name and the description, choose the scope, then click Save.
  3. Tick the members in the grid, then click Distribution lists › Add to list.
  4. Choose the list, then click Confirm.
The "Distribution lists" menu
  1. Distribution listsin the toolbar, under Groups.
  2. Add to listgreyed out as long as no contact is ticked in the grid.
  3. New listcreates an empty list.
The "New list" window
  1. List namethe name you will type in the To field of an email or an invoice.
  2. Descriptionoptional: it tells your colleagues who the list is for.
  3. Sharedeveryone who can send emails sees the list and uses it. Private, the choice offered by default, keeps it for the person who created it.
  4. Savethe list appears, still empty, in the left-hand column.
The "Add to a distribution list" window
  1. The ticked membersLiam Bovay, Thomas Jaquier, Arthur Reymond and Sébastien Rossier, who are not in the same group.
  2. Distribution listthe list that takes them in.
  3. Confirma message confirms that the 4 contacts have been added to the list.

Click the list in the left-hand column to check its content:

The tracksuit order list in the grid
  1. The listunder the groups. A click filters the grid.
  2. Contacts displayed: 4the grid only shows the members of the list.

Further reading

2

Writing the notice of meeting

3

Checking, then sending

4

Composing a newsletter

5

Following the opens and following up