Sending email or SMS to team members

With advanced filters, you can select the specific sessions you want to target and choose whether to send a message to clients, supervisors, or both. This system ensures efficient information transmission while respecting the recipients' confidentiality.

Note: The SMS module must be activated upon request to support. For pricing of SMS messages sent from Yoplanning.pro, please refer to this article.

Steps to use this feature

1. Access the list of sessions

• In the left menu, click on "Sessions" to view all scheduled sessions.

2. Filter sessions

• Use the available filters (date, product, staff, etc.) to precisely target the sessions concerned.

• This ensures that only relevant sessions and team members receive the message.

3. Select sessions

• Once the list is defined, click on "Check all" to select all the sessions displayed.

• Action buttons will appear at the top of the list.

4. Access the message sending option

• Click the "Message" button at the top right to open the sending type selection page.

5. Choose the type of sending and the recipients

• Select the communication method: email or SMS.

• Choose the recipients of the message: clients, supervisors or both.

6. Write the message

• Enter the message content.

• All sending is done in BCC (Blind Carbon Copy), ensuring that each recipient receives the message individually, without seeing the other recipients.

7. Send the message

• Check the content, then click "Submit".

• The selected recipients will immediately receive the message according to the chosen mode.

Tips for use and best practices

• Clear and concise content: Write clear and concise messages to avoid confusion. Even if the message is generic, make sure it contains all the necessary information.

• Privacy: BCC mode ensures the confidentiality of recipient addresses. Use this feature responsibly to maintain trust within your team.

Common Problems and Solutions

• Problem: Recipients not received Solution: If some team members are not receiving the message, check their profile in Yoplanning.pro to ensure their contact information (email or phone number) is correct and up to date.

• Issue: Incorrect session filtering Solution: Ensure you are using filters correctly to target the correct sessions. Improper filtering can result in messages being sent to the wrong sessions or team members.

Using this feature makes it easier to communicate quickly and effectively with your team, allowing you to focus on the success of your business.