Latest News
   Welcome to our New Support Website
   Attaching Files and Images to an Email Message
   New to ClubHouse Online or clubbroadCast?
   clubbroadCast Contact Status
   Adding News Articles to Your ClubHouse Online e3 Website
   Integrating Your Twitter and Facebook Profiles in clubbroadCast
   Do You Need to Update Your Browser?
   Easily Create Pre-Designed Web Pages Using Document Types
   Sending Members Overdue Balance Reminders using clubbroadCast
   It's 2015 – Update your Copyright Status
   Online Help Videos for Website Administrators
   Introducing Court Bookings v.2
   Setting Web Page Level Security
   New clubbroadCast Email Templates
   Troubles Formatting Emails in clubbroadCast?
   Creating a Website Favicon
   Changes to the ClubHouse Online Roster Module
   Review: Managing Your Online Calendar of Events and Registrations
   New Calendar Event Templates!
   Add Groups and Forums to your website through the Social Networking module
   Retrieving User Data Online using ClubHouse Online BizForm
   New Real Estate Document Types
   Tee Time Enhancement: Allow Members to Add Themselves (and Others) to Existing Tee Time Requests
   Notice For Internet Explorer 10 Users
   ClubHouse Online e3 Upgrade and Maintenance Outage - Saturday, May 4, 2013
   IOS Device (iPhone, iPad, and iPod) Home Screen Shortcuts
   Exporting Biz Form Data
   Delivering to Gmail's New Inbox Using clubbroadCast
   Inserting The New Twitter Widget Onto Your Website
   Calendar/Event Registration Upgrade
   Important Notice for Internet Explorer 11 Users
   Calendar Event Registration Upgrade - Tonight
   Scheduled Maintenance - Sunday, March 9, 2014
   New to ClubHouse Online or clubbroadCast?
   ClubHouse Online e3 – Display Your Calendar to the Public
   Important Notification regarding upgrading your website's SSL Certificate
   Club Central Upgrade
   Scheduled Outages
   ClubHouse Online Mobile Just Got Better!
   ClubHouse Online - System Enhancement Upgrade
   ClubHouse Online e3 Scheduled Maintenance
   Improving Your Deliverability - Part 1
   Improving Your Deliverablility - Part 2

Sending Members Overdue Balance Reminders using clubbroadCast

12/1/2011

A popular request from club accountants is the ability to send email notifications to members that hold an overdue balance. This can be easily done with the use of clubbroadCast (cbC). cbC allows clubs to upload field information from Jonas software and use these fields to filter out member’s email addresses (through segments) and target an email to these contacts. Uploading A.R. Aging information from Jonas will allow cbC users to filter out members that match a criteria based on these fields.

For example, if you wanted to send out an email to all members with a balance for charges made over 31 days ago, you can use field code R03 or R04 from Jonas and create a segment that match members that have a value in these codes.

Here are the steps:
  1. We need to make sure the fields needed are being synced with clubbroadCast through the cbC export utility.
  2. Create a segment in cbC
  3. Create the Message
  4. Schedule a delivery for the message, targeting the segment recently created
Click HERE for full instructions on ‘Sending Members an Overdue Balance Reminder’. NewsLatest news RSS