ContactGround

Features

Organizational Messaging

features/ORGANIZATIONAL_MESSAGING.md

This manual explains how to send organization-wide messages to members.

1. What Organizational Messaging Does

Messaging lets you send a single announcement to a targeted member group without building separate email lists manually.

2. Before You Start

Your organization must enable messaging in organization settings. Enabled targeting options can include:

  1. Individuals
  2. Roles
  3. Endorsements
  4. Entire organization

The available options you see in the UI depend on what your organization enabled.

3. Sending A Message

  1. Open Messaging from the sidebar.
  2. In Destination, choose the messaging mode (if multiple modes are enabled).
  3. Select recipients based on the chosen mode.
  4. Enter a subject.
  5. Enter message body.
  6. Send.

4. Targeting Modes

  1. Individuals: Pick one or more specific members.
  2. Roles: Send to one or more roles (for example all instructors or all operations members).
  3. Endorsements: Send to members who hold selected endorsements.
  4. Entire Organization: Send to all current members.

5. Delivery And Results

After sending, the page shows how many recipients were reached.

Delivery uses in-app notifications combined with each recipient's personal notification settings (email/SMS/push preferences).

6. Reviewing Replies

Owners and admins can open Review replies from the messaging page to view:

  1. Sent message threads
  2. Replies received from members

7. Best Practices

  1. Use clear subjects so members can triage quickly.
  2. Keep one topic per message.
  3. Use role- or endorsement-based targeting for operational updates.
  4. For policy changes, send to the entire organization and include an effective date.