Communications
Communications covers email campaigns, templates, surveys, content, analytics, and deliverability. What you see depends on your organization’s plan.
Sections
Section titled “Sections”| Tab | What it’s for | Plan |
|---|---|---|
| Overview | Communications summary | Core |
| Campaigns | Build and send email campaigns | Pro |
| Segments | Build and manage reusable audience segments | Pro |
| Surveys | Response grid and NPS/rating roll-ups for dispatched surveys | Core |
| Templates | Reusable email templates | Core |
| Content Library | Shared content assets | Core |
| Blog | Website blog posts | Pro |
| Analytics | Send/open/click performance | Core |
| Cross-Channel | Unified opens/clicks/replies/actions across email, SMS, events, and newsletter | Core |
| Deliverability | Email console / delivery health | Core |
| AI Tools | AI-assisted content help | Pro |
| Settings | Communications configuration | Pro |
| Send Approvals | Two-person approval queue for broadcasts | — |
Organizations without the Communications Pro module see an upgrade notice on Pro-only tabs instead of the tab content; core tools (templates, surveys, analytics, deliverability) stay available either way.
Journeys (multi-step automations) moved out of Communications to their own page — use the Journeys nav item, not a tab here, for automation building.
Send a campaign
Section titled “Send a campaign”- Open Communications → Campaigns (requires Communications Pro).
- Create a new campaign and pick its audience. You can build a segment there and then, or prepare it in advance under Segments — it’s the same builder either way.
- Choose or write the content, using a Template if you have one.
- Preview, then send a test to yourself before sending live.
- Send or schedule.
Before you send
Section titled “Before you send”- Confirm who should receive it — check the campaign’s selected segment, and edit it under Segments if it needs adjusting.
- If this is a new organization, confirm with an admin that email sending is fully set up.
- Check Deliverability if you’re troubleshooting bounces or delivery issues.
- Don’t paste production member lists into personal email tools as a workaround for a missing segment.
- Respect unsubscribes — MemberHero handles suppression, don’t try to route around it.
- If Send Approvals is enabled for your organization, a broadcast needs a second person’s sign-off before it goes out.