Email & Communications

Push notifications for admins

Org owners and admins can turn on per-device push notifications and get an instant alert the moment a new member joins or applies — no need to keep the dashboard open.

Turn it on

1. Go to Settings → Notifications.
2. Enable push for this device and accept the browser's permission prompt.
3. Repeat on any other device (phone, laptop) where you want alerts — push is per-device.

Tips

• On iPhone/iPad, install the app to your home screen first (how to install) — iOS delivers web push to installed apps.
• Push alerts are for staff. Member-facing push broadcasts aren't available yet — use email broadcasts and SMS to reach members.
• The same Settings → Notifications page controls which automatic emails your org sends and receives — see Notification settings for your organization.

Sending a broadcast

Broadcasts are one-off emails you send to a group of members. Create one under Marketing → Communications.

Audiences

An audience defines who receives the broadcast. Build one from a filter (for example, active members at the Family level), a saved segment, a Mynd AI result, or an event's attendee list. The audience preview shows the exact recipient count before you send.

Merge fields

Personalize the message with merge fields that pull from each recipient's record. The composer lists the fields it supports right under the body: {{first_name}}, {{last_name}}, {{email}}, {{org_name}}, and {{unsubscribe_url}}. SMS sends support {{first_name}} and {{org_name}}. Each recipient sees their own values. (Automations also offer {{level_name}}.)

Scheduling

Send immediately or schedule the broadcast for a future date and time in your organization's time zone. Scheduled broadcasts can be edited or cancelled until they send.

Automated emails

Automations send the right message at the right moment without anyone hitting send. Configure them under Marketing → Communications → Automations. Automations are a Club plan feature (Club, Pro, and Enterprise) — on Starter the create forms are locked, and any automations you already had keep running.

The eight triggers

1. New member added — a member record is created (self-join, admin add, or import).
2. Member becomes active — someone moves into Active status.
3. Member becomes lapsed — a term ended without renewal.
4. Renewal due in 30 days.
5. Renewal due in 7 days.
6. Renewal overdue — the renewal date has passed.
7. Event registration confirmed — someone registers for an event.
8. Payment succeeded — a payment completes.

Building one

Give the automation a name, pick a trigger, and set a delay in hours — 0 sends immediately, higher values wait that many hours after the trigger fires. Then write the subject and HTML body. Merge fields available here are {{first_name}}, {{last_name}}, {{email}}, {{org_name}}, and {{level_name}}. Each automation can be paused or deleted from the list at any time.

Schedule from a saved view

The same page has a second builder: Schedule from a saved view. Instead of a lifecycle event, it acts on whoever is currently in a saved member view — a set number of days before their renewal, or every day or every week. It can send an email or SMS, add or remove a tag, or set a status, and each member is acted on once per occurrence. Preview the audience before activating. See Scheduling emails from a saved view.

Email deliverability

Good deliverability starts with authenticating your sending domain. Open Settings → Email, add your sending domain, and copy the DNS records Mybers shows you into your DNS host. The page re-checks verification for you and shows each record's live status. Verified domains land in inboxes far more reliably than unverified ones.

Bounces and the sending pause

A bounce means an email couldn't be delivered — usually an address that no longer exists. Mybers doesn't maintain a per-address suppression list and doesn't retry individual failures. Instead it watches your recent send history as a whole: if bounces plus spam complaints climb above 10% of recent sends, a circuit breaker pauses all email sending for your organization before your sender reputation is damaged.

If your sending is paused

A red “Email sending is paused” banner appears at the top of your dashboard with the reason. Broadcasts and automations stop going out until it's lifted. Clean up the list that caused it — remove the addresses that bounced — then contact Mybers support to have sending re-enabled; the pause is cleared on our side, not from your settings.

Staying healthy

Keep your list clean: remove or archive addresses that bounce, don't import old lists you haven't emailed in years, and avoid repeatedly emailing people who never open. All three keep you well under the threshold.

The circuit breaker is org-wide, not per address — one bad import can pause every send, so validate a list before you import it.

Schedule from a saved view

Beyond the eight event-based triggers, you can schedule an email to the members in a saved view relative to their renewal date — perfect for renewal nudges.

How

1. On the Members page, filter and Save view (e.g. active members).
2. Go to Marketing → Communications → Automations → "Schedule from a saved view."
3. Pick the view, set days before renewal (e.g. 7), and write the email.
4. Activate it.

It runs daily and emails each matching member once per renewal (no duplicates). Pause or delete it anytime from the Automations list.

Merge fields like {{first_name}} and {{org_name}} personalize each email.

Two-way SMS

Mybers texts members from your own Twilio number (bring your own Twilio). Connect it under Settings → SMS.

The Messages inbox

Open Marketing → Messages for a shared inbox of conversations. Pick a contact to see the full thread, reply inline, or start a new text from any member’s profile with Text. Unread replies show a badge on the Messages item.

Inbound replies

Point your Twilio number’s Messaging webhook at the inbound URL shown in Settings → SMS so members’ replies arrive in the inbox automatically.

Calls in the same place

Completed Mynd voice calls appear in the same conversation timeline, so a member’s texts and calls live together.

Costs

SMS runs on your own Twilio account, so the per-segment cost is billed to you by Twilio. Mybers meters every send and enforces per-send and monthly caps — see How voice and SMS are billed and capped. Carriers filter spammy content, so keep texts conversational and avoid bare links to stay deliverable.