Connection Card Pro Help & Documentation

Last Updated: Aug 25, 2023 4:34 PM

Automated Communication Settings

Connection Card Pro gives you options for sending automated texts, emails, push notifications and Slack messages to new guests, users or members from your organization and individual departments if desired. These automated messages can help you greatly in connecting you to new guests and keeping connected to your members. Use our “Did you Attend” automated message to allow individuals to check themselves in, recording their attendance for you! You can use the generic messages we have provided for these automated messages or create your own in the Text and Email Template pages.

These settings apply to your entire organization and will be applied to each department as the default. Departments can change these settings at the department level, but any features disabled at the organization level can’t be enabled at the department level.

To Set your Automated Communication Setting Defaults

From the menu:
Communications > Settings > Automated Communication Settings

Select your Automated settings here for your automated Birthday and New Guests from Kiosk check-in, Automated Alerts and Notifications via email, text, push notification or Slack that you want to allow for your organization and options for Slack Integration.

To get more help on setting up and using the “Did you Attend” automated message, see our help documentation “Did you Attend” in our Recording and Tracking Attendance help section.

Also check out each of your Departments automated communication settings. Departments have the option individually to set their own communications based on what is allowed for the organization. You can use your text and email templates for your automated birthday and new guests from Kiosk check-ins for the people assigned to the department.

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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