Answer members one to one

Replies land in one shared inbox, and the chair, officer or staff member who should answer picks each one up.

What this helps you do

Conversations are your one-to-one messages with an individual, both replies you receive and messages you start. Replies arrive on two rails, Blasts and email, and land in the same inbox. Your team sees who is replying to whom right now, can assign a thread to a colleague, and keeps private staff notes on each person. Everything with one person stays together in a single thread you can find again by searching their name, email or a word from the message.

When to use it

Use it when a message raises a question only one member has, and whenever members answer an ask: a reply offering to take a committee seat, to mentor, to speak or to host reaches the person who asked.

How to do it

  • Open Conversations.
  • Read replies as they arrive, or click New conversation to message anyone connected.
  • Reply in the thread; the Hub answers on the rail the person uses, Blasts or email.
  • Assign a thread to a teammate when someone else should take it.
  • Open the person's page for their history, RSVPs, household, and staff notes that are never shown to the person.
  • Search by name, email, or message text to find any thread.

Example

After a call for mentors, eight members reply. The program lead who sent it is granted the program's audience, reads the replies in Conversations and answers each one. A member who writes that their renewal looks wrong is assigned to the membership coordinator, who checks it in the membership system.

Good to know

  • Replies can be turned off per Blast; a reply to such a Blast is marked so you know the context.
  • A Leader only sees replies from the audiences they are granted.
  • A member who replies STOP receives nothing until they reply START, and is removed from every audience, including the ones you assigned. START does not put them back; add them to their chapter, committees and sections again.
  • Receiving is free for members; a reply they send on Blasts uses their own Blasts credits, never the organization's.
  • This is a one-to-one inbox for replies to your messages, not a member forum. Staff notes are private to your team: never record dues, payments, membership status, disciplinary matters or eligibility there.

Do it in your Hub

Inside your Hub, Help shows this same article next to the screen it describes. Sign in at directtomembers.com or right here.