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Target audiences by member status and tags, preview content before sending, reuse ",[238,250,251],{},"templates",", and review ",[238,254,255],{},"sent"," history with recipient lists.",[235,258,259,260,263,264,267],{},"This is separate from ",[238,261,262],{},"member invitations"," (activation emails sent from ",[265,266,44],"a",{"href":49},") and from automated system emails. Use Communicate for program announcements, campaigns, and updates you compose yourself.",[269,270,272],"h2",{"id":271},"overview","Overview",[235,274,275,276,279],{},"From ",[238,277,278],{},"Members → Communicate"," you can:",[281,282,283,290,296,302,308],"ul",{},[284,285,286,289],"li",{},[238,287,288],{},"Compose and send emails"," with a banner image, rich-text body, and optional unsubscribe link",[284,291,292,295],{},[238,293,294],{},"Send app push notifications"," when your program has an active native iOS or Android app",[284,297,298,301],{},[238,299,300],{},"Save and reuse templates"," for recurring campaigns",[284,303,304,307],{},[238,305,306],{},"Review sent history"," — preview content, see who received each message, clone past sends to templates",[284,309,310,313],{},[238,311,312],{},"Set a default email banner"," used when you do not upload a custom image per send",[235,315,316],{},[238,317,318],{},"Tabs",[320,321,322,338],"table",{},[323,324,325],"thead",{},[326,327,328,332,335],"tr",{},[329,330,331],"th",{},"Tab",[329,333,334],{},"When it appears",[329,336,337],{},"Purpose",[339,340,341,355,372,384,396],"tbody",{},[326,342,343,349,352],{},[344,345,346],"td",{},[238,347,348],{},"New Email",[344,350,351],{},"Always",[344,353,354],{},"Compose and send bulk email",[326,356,357,362,369],{},[344,358,359],{},[238,360,361],{},"New App Notification",[344,363,364,365,368],{},"Program has ",[238,366,367],{},"Active"," iOS or Android app status",[344,370,371],{},"Send push notification to app users",[326,373,374,379,381],{},[344,375,376],{},[238,377,378],{},"Templates",[344,380,351],{},[344,382,383],{},"Create, edit, preview, and apply email templates",[326,385,386,391,393],{},[344,387,388],{},[238,389,390],{},"Sent",[344,392,351],{},[344,394,395],{},"History of sent emails and notifications",[326,397,398,403,405],{},[344,399,400],{},[238,401,402],{},"Email Settings",[344,404,351],{},[344,406,407],{},"Default email banner for new emails",[269,409,411],{"id":410},"where-to-find-it","Where to find it",[281,413,414,424],{},[284,415,416,419,420],{},[238,417,418],{},"Route:"," ",[421,422,423],"code",{},"\u002Fcommunicate\u002F{programId}",[284,425,426,419,429],{},[238,427,428],{},"Side navigation:",[238,430,278],{},[269,432,434],{"id":433},"prerequisites","Prerequisites",[281,436,437,440,443,455],{},[284,438,439],{},"An open program with an active, trial, or demo subscription",[284,441,442],{},"Program administrator access assigned to your account",[284,444,445,446,449,450,454],{},"Members with valid email addresses for ",[238,447,448],{},"email"," sends (see ",[265,451,453],{"href":452},"#how-recipient-targeting-works","targeting rules"," below)",[284,456,457,460,461,464,465,467],{},[238,458,459],{},"App notifications"," require a ",[238,462,463],{},"Current"," subscription and at least one native app with ",[238,466,367],{}," status (iOS or Android)",[235,469,470,471,244,474,477],{},"Set up ",[265,472,473],{"href":49},"member tags",[265,475,476],{"href":54},"company tags"," before relying on them for audience filters.",[269,479,481],{"id":480},"how-recipient-targeting-works","How recipient targeting works",[235,483,484,485,488,489,492],{},"Every send filters members using ",[238,486,487],{},"all"," of the criteria you select. Filters combine with ",[238,490,491],{},"AND"," logic—members must match every active rule.",[320,494,495,508],{},[323,496,497],{},[326,498,499,502,505],{},[329,500,501],{},"Filter",[329,503,504],{},"Required?",[329,506,507],{},"How it works",[339,509,510,526,543,562,575],{},[326,511,512,517,520],{},[344,513,514],{},[238,515,516],{},"Member Status",[344,518,519],{},"Yes (email)",[344,521,522,523,525],{},"Include members whose status is in your selection. Defaults to ",[238,524,367],{},".",[326,527,528,533,536],{},[344,529,530],{},[238,531,532],{},"Member Tags",[344,534,535],{},"No",[344,537,538,539,542],{},"If you pick tags, the member must have ",[238,540,541],{},"at least one"," selected tag. Leave empty to include all members (by status).",[326,544,545,550,552],{},[344,546,547],{},[238,548,549],{},"Company Tags",[344,551,535],{},[344,553,554,555,558,559,561],{},"If you pick tags, the member must belong to a ",[265,556,557],{"href":54},"company"," that has ",[238,560,541],{}," selected tag. Members with no company are excluded when company tags are selected.",[326,563,564,569,572],{},[344,565,566],{},[238,567,568],{},"Valid email",[344,570,571],{},"Automatic (email)",[344,573,574],{},"Members without a valid email address are excluded from email sends.",[326,576,577,582,584],{},[344,578,579],{},[238,580,581],{},"Email opt-out",[344,583,571],{},[344,585,586,587,590,591,594],{},"Members with ",[238,588,589],{},"Email Opt Out"," enabled on their profile are ",[238,592,593],{},"not sent"," email but appear in the recipient preview as opted out.",[235,596,597,598,601],{},"As you change filters, the info alert shows how many members match and how many are eligible vs opted out. Click ",[238,599,600],{},"View Recipients"," to review the full list before sending.",[603,604,607],"callout",{"color":605,"icon":606},"primary","i-lucide-lightbulb",[235,608,609,612,613,616,617,620,621,624,625,628],{},[238,610,611],{},"Target Active members only"," for most campaigns. Including ",[238,614,615],{},"Pending",", ",[238,618,619],{},"Invited",", or ",[238,622,623],{},"Awaiting Approval"," can be useful for onboarding nudges; avoid ",[238,626,627],{},"Deleted"," unless you have a specific reason.",[269,630,632],{"id":631},"step-by-step","Step-by-step",[634,635,637],"h3",{"id":636},"send-an-email","Send an email",[639,640,641,649,656,667,673,684,691,703],"ol",{},[284,642,643,644,646,647,525],{},"Open ",[238,645,278],{}," → ",[238,648,348],{},[284,650,651,652,655],{},"Optionally choose ",[238,653,654],{},"Apply Template"," to load saved subject, body, tags, and banner.",[284,657,658,659,616,661,663,664,666],{},"Set ",[238,660,516],{},[238,662,549],{},", and ",[238,665,532],{}," for your audience.",[284,668,669,670,672],{},"Review the recipient count; click ",[238,671,600],{}," to confirm names, emails, companies, and opt-out status.",[284,674,675,676,679,680,683],{},"Enter ",[238,677,678],{},"Subject"," and compose the ",[238,681,682],{},"body"," using the rich-text editor (headings, lists, links, formatting).",[284,685,686,687,525],{},"Preview on the right. Hover the banner image to upload a one-off image, or rely on your ",[265,688,690],{"href":689},"#configure-email-settings","default banner",[284,692,693,694,697,698,702],{},"Toggle ",[238,695,696],{},"Allow Unsubscribe"," if you want an unsubscribe link in the email footer (see ",[265,699,701],{"href":700},"#tips-and-limitations","tips",").",[284,704,705,706,525],{},"Click ",[238,707,708],{},"Send",[235,710,711,712,714,715,718],{},"On success, the message appears on the ",[238,713,390],{}," tab and eligible members receive the email. Replies use the program reply address (defaults to ",[421,716,717],{},"noreply@incentable.com"," unless configured in program notification settings).",[634,720,722],{"id":721},"send-an-app-notification","Send an app notification",[639,724,725,732,742,754,757],{},[284,726,643,727,729,730,702],{},[238,728,361],{}," (visible only when iOS or Android app status is ",[238,731,367],{},[284,733,734,735,616,737,663,739,741],{},"Filter recipients by ",[238,736,516],{},[238,738,549],{},[238,740,532],{}," (same rules as email, except email validation does not apply).",[284,743,675,744,244,747,750,751,702],{},[238,745,746],{},"Heading",[238,748,749],{},"Message"," (maximum ",[238,752,753],{},"160 characters",[284,755,756],{},"Preview the lock-screen notification on the right.",[284,758,705,759,525],{},[238,760,708],{},[235,762,763,764,766],{},"Members must have the native app installed to receive push notifications. The tab is disabled if subscription is not ",[238,765,463],{}," or no native app is active.",[634,768,770],{"id":769},"manage-templates","Manage templates",[639,772,773,779],{},[284,774,775,776,778],{},"Open the ",[238,777,378],{}," tab.",[284,780,705,781,784],{},[238,782,783],{},"Add New Template"," to create one, or use the row menu on an existing template.",[235,786,787],{},[238,788,789],{},"Template actions",[320,791,792,802],{},[323,793,794],{},[326,795,796,799],{},[329,797,798],{},"Action",[329,800,801],{},"What it does",[339,803,804,814,824,837],{},[326,805,806,811],{},[344,807,808],{},[238,809,810],{},"Preview Template",[344,812,813],{},"View subject, banner, and body",[326,815,816,821],{},[344,817,818],{},[238,819,820],{},"Edit Template",[344,822,823],{},"Update name, description, targeting, subject, body, banner, unsubscribe setting",[326,825,826,831],{},[344,827,828],{},[238,829,830],{},"Use Template",[344,832,833,834,836],{},"Opens ",[238,835,348],{}," with the template applied",[326,838,839,844],{},[344,840,841],{},[238,842,843],{},"Delete Template",[344,845,846],{},"Removes the template",[235,848,849,850,616,852,616,854,616,856,858],{},"Templates store ",[238,851,516],{},[238,853,549],{},[238,855,532],{},[238,857,696],{},", subject, body, and optional banner image—everything except the live recipient count at send time.",[634,860,862],{"id":861},"review-sent-messages","Review sent messages",[639,864,865,869,875,881],{},[284,866,775,867,778],{},[238,868,390],{},[284,870,705,871,874],{},[238,872,873],{},"Refresh Sent"," to reload the list.",[284,876,877,878,880],{},"Click a ",[238,879,678],{}," to preview the sent email or notification.",[284,882,883,884,887],{},"Click the ",[238,885,886],{},"Recipients"," count to open the delivery list.",[235,889,890],{},[238,891,892],{},"Recipient history",[281,894,895,902],{},[284,896,897,898,901],{},"Recent sends store a ",[238,899,900],{},"snapshot"," of each recipient at send time (name, email, status, companies, opt-out).",[284,903,904],{},"Older sends without snapshots may show current member data instead, which can differ if profiles changed since the send.",[235,906,907,908,911,912,915],{},"From the ",[238,909,910],{},"Actions"," column, use ",[238,913,914],{},"Clone to Template"," to save a past send as a reusable template (name and description editable in the dialog).",[634,917,919],{"id":918},"configure-email-settings","Configure email settings",[639,921,922,926,937],{},[284,923,643,924,525],{},[238,925,402],{},[284,927,928,929,932,933,936],{},"Hover the banner image to ",[238,930,931],{},"upload"," a new default or ",[238,934,935],{},"clear"," the current one.",[284,938,705,939,525],{},[238,940,941],{},"Save",[235,943,944,945,948],{},"This banner is used for new emails when you do not upload a per-send image. Images are resized automatically to ",[238,946,947],{},"600px"," wide (height scales to maintain aspect ratio).",[235,950,951],{},[238,952,953],{},"Banner upload rules",[281,955,956,968,974],{},[284,957,958,959,616,962,616,965],{},"Formats: ",[421,960,961],{},".jpg",[421,963,964],{},".jpeg",[421,966,967],{},".png",[284,969,970,971],{},"Maximum file size: ",[238,972,973],{},"5 MB",[284,975,976],{},"After upload, wait for processing to finish before saving",[269,978,980],{"id":979},"tips-and-limitations","Tips and limitations",[281,982,983,993,1008,1022,1034,1043,1049,1060],{},[284,984,985,988,989,992],{},[238,986,987],{},"Not the same as Invitations"," — ",[238,990,991],{},"Send Pending Member Invitations"," on the Members list sends activation emails. Communicate sends custom content you write.",[284,994,995,998,999,1001,1002,1005,1006,525],{},[238,996,997],{},"Opt-out is respected"," — Members with ",[238,1000,589],{}," on their profile are skipped automatically. You can set opt-out on the member profile ",[238,1003,1004],{},"Other"," tab in ",[265,1007,44],{"href":49},[284,1009,1010,1012,1013,616,1015,616,1017,620,1019,1021],{},[238,1011,696],{}," — When enabled, marketing emails include an unsubscribe link. Members who unsubscribe via that link are opted out of future Communicate emails. The checkbox is only adjustable when your audience includes ",[238,1014,615],{},[238,1016,619],{},[238,1018,623],{},[238,1020,367],{}," statuses.",[284,1023,1024,1027,1028,1030,1031,1033],{},[238,1025,1026],{},"Company tag targeting"," — Requires members to be linked to companies. Use ",[265,1029,53],{"href":54}," and company tags first, or filter by ",[238,1032,532],{}," instead.",[284,1035,1036,1039,1040,525],{},[238,1037,1038],{},"No recipients"," — If filters match zero eligible members (or all matched members are opted out), send fails with ",[238,1041,1042],{},"No recipients found. Nothing sent",[284,1044,1045,1048],{},[238,1046,1047],{},"Demo programs"," — Saving the default email banner is disabled on demo programs.",[284,1050,1051,1054,1055,1057,1058,525],{},[238,1052,1053],{},"Per-send banner"," — Uploading a banner on ",[238,1056,348],{}," overrides the default for that send only; it does not change ",[238,1059,402],{},[284,1061,1062,1064],{},[238,1063,459],{}," — Short message (160 characters). No rich text or banner. Requires active native app configuration on the program.",[603,1066,1068],{"color":605,"icon":1067},"i-lucide-info",[235,1069,1070,1073,1074,1077,1078,1080,1081,1083],{},[238,1071,1072],{},"Plan a campaign:"," Create member and company tags for your segments → save a ",[238,1075,1076],{},"Template"," → test with a narrow tag filter → send to ",[238,1079,367],{}," members → check ",[238,1082,390],{}," → clone to template for next time.",[269,1085,1087],{"id":1086},"related","Related",[281,1089,1090,1095,1100,1105],{},[284,1091,1092,1094],{},[265,1093,44],{"href":49}," — Member statuses, tags, email opt-out, invitations",[284,1096,1097,1099],{},[265,1098,53],{"href":54}," — Company tags used for Communicate targeting",[284,1101,1102,1104],{},[265,1103,35],{"href":40}," — Program overview and registration activity",[284,1106,1107,1109],{},[265,1108,26],{"href":31}," — App status (iOS\u002FAndroid) for push notifications",{"title":1111,"searchDepth":1112,"depth":1112,"links":1113},"",2,[1114,1115,1116,1117,1118,1126,1127],{"id":271,"depth":1112,"text":272},{"id":410,"depth":1112,"text":411},{"id":433,"depth":1112,"text":434},{"id":480,"depth":1112,"text":481},{"id":631,"depth":1112,"text":632,"children":1119},[1120,1122,1123,1124,1125],{"id":636,"depth":1121,"text":637},3,{"id":721,"depth":1121,"text":722},{"id":769,"depth":1121,"text":770},{"id":861,"depth":1121,"text":862},{"id":918,"depth":1121,"text":919},{"id":979,"depth":1112,"text":980},{"id":1086,"depth":1112,"text":1087},"Send emails and app notifications to members.","md",{},{"icon":61},{"title":58,"description":1128},"ybi-zZNDGjWLfy-rplxxpMPjZLPBUPKiErLZkJSUvqc",[1135,1137],{"title":53,"path":54,"stem":55,"description":1136,"icon":56,"children":-1},"Manage company records and organizational structure.",{"title":68,"path":69,"stem":70,"description":1138,"icon":71,"children":-1},"Configure rewards members can redeem with points.",1779952614043]