Member Alerts let you send short notifications to your members, either instantly inside the portal or by email. You choose who receives the alert by membership type, membership status, or a saved custom list, and you can send it right away or schedule it for a later date and time. Every alert you send is kept in a list with its delivery status and read count.To access Member Alerts, go to Membership in the left sidebar and click Member Alerts.

Creating an Alert

Click + New Alerts in the top right corner to open the alert composer. The composer has two parts, the message at the top and the audience below it, so you can write the alert and confirm exactly who will receive it before sending.

Step 1: Priority

Set how important the alert is. The priority is shown against the alert in the list and tells members how urgently to act on it. Choose from:

• Urgent
• Important
• Normal — The default.
• Low

Step 2: Channel

Choose how the alert is delivered. This field is required:

• Instant — Delivered as a notification inside the portal.
• Email — Delivered to the member’s email address.

Step 3: Schedule for Later

By default the alert is sent as soon as you submit it. Tick Schedule for later and pick a date and time if you want it to go out at a specific moment instead. The current UTC time is displayed in the top right corner of the composer so you can set the schedule against the right time zone.

Step 4: Title

Enter the alert title. This is what members see first, so keep it clear and specific, for example “New Event.” The title is required and is limited to 25 characters, with a counter under the field showing how many you have used.

Step 5: Message

Write the body of the alert. The editor supports basic formatting including bold, italic, bulleted and numbered lists, and block quotes, along with undo and redo. Keep the following in mind:

• The message is required and is limited to 300 characters, shown by the counter below the editor.
• Rich text is stored as sanitized HTML, so unsupported markup is stripped out.
• Alerts are meant to be short. If you need to share detail, link members to the page or add the file under Documents.

Step 6: Choose Recipients

Select who should receive the alert in the Audience section. There are two sources to choose from:

• Members — Target members directly. Choose one Membership type and one Membership status, then click Apply to load the matching members.
• Custom Lists — Target a list you have already saved. Learn more about Custom Lists.

Step 7: Review the Audience Preview

The Matched members table below the filters previews exactly who will receive the alert, with each member’s name, email and membership type. The counter on the right shows how many members matched. You must choose at least one filter and press Apply before the preview loads, and only the filtered page is fetched rather than your entire member table.

Step 8: Send the Alert

Once the message and audience look right, click Send alert. If you scheduled it, the alert is queued and goes out at the time you set. Click Cancel or Back to alerts to leave without sending.

Understanding the Alerts Table

Every alert you have sent or scheduled is listed on the Member Alerts page:

• Actions — The three dot menu with the options available for that alert.
• Title — The alert title.
• Priority — Urgent, Important, Normal or Low.
• Channels — Whether the alert was sent as Instant or Email.
• Status — The delivery state of the alert, such as Sent or Scheduled.
• Recipients — How many members the alert was delivered to.
• Read — How many recipients have opened it.
• Sent — The date the alert went out.

Use the Filters panel to search alerts by Title or narrow them by Status, then click Apply filter. Click Clear to return to the full list. Any column with sort arrows in its header can be sorted.

Managing Member Alerts

From the Member Alerts table, click the three dot menu in the Actions column of any alert to manage it. From there you can open the alert to view its full message and delivery details, or delete it from the list. An alert that has already been sent cannot be recalled, so review the audience preview before sending.