Communications
Mission's Communications module lets you reach your members via email, SMS, push notifications, and in-app announcements — with a draft/schedule/send pipeline and delivery tracking.
Communication Channels
| Channel | Description |
|---|---|
| Delivered to the member's email address on file | |
| SMS | Text message to the member's phone number |
| Push | Mobile push notification (requires member app) |
| Announcement | In-app announcement visible in the member portal |
Email is the fully operational channel. SMS, push, and announcement delivery depend on additional configuration (SMS gateway credentials, mobile app setup). Contact support for channel-specific setup.
Creating a Communication
- In the sidebar, click Communications
- Click + New Communication (or use the Send Message quick action on the Dashboard)
- Fill in the form:
Required:
- Subject — the email subject line or notification title
- Body — the message content (supports plain text; HTML for email)
- Channel — Email, SMS, Push, or Announcement
Optional:
- Recipients — specify recipient list (see below)
- Schedule — set a future date/time to send automatically
- Click Save as Draft or Schedule or Send Now
Recipient Selection
When creating a communication, you can target:
- All Active Members — everyone with Active status
- Group Members — all members of a specific group
- Event Registrants — all registered attendees of a specific event
- Tagged Members — all members with a specific tag (e.g., tag = "volunteer")
The recipient_count is set when the communication is created based on the current member list. Actual delivery is tracked separately as sent_count.
Communication Statuses
| Status | Meaning |
|---|---|
| Draft | Created but not scheduled or sent |
| Scheduled | Set to send at a future time |
| Sent | Delivered; delivery count available |
| Failed | Send attempted but failed (check channel configuration) |
Sending
Send Now: The communication is queued immediately and sent within 5 minutes by the background send processor.
Schedule: Set a future date and time. The background processor checks every 5 minutes for scheduled communications due to be sent.
Delivery Tracking
After sending, Mission records:
- Recipient Count — how many people were in the recipient list
- Sent Count — how many messages were successfully dispatched
- Sent At — timestamp of first delivery
Mission does not currently track opens or clicks — delivery is confirmed when the message is dispatched from the server, not when the recipient opens it.
Communication Templates
Save frequently-used message formats as templates so staff do not have to rewrite the same message every time.
To create a template:
- Draft a communication
- Before sending, click Save as Template
- Give the template a name
To use a template:
- Create a new communication
- Click Use Template
- Select the template
- Customize as needed and send
Automatic Communications
Mission sends several communications automatically without staff involvement:
| Trigger | Communication |
|---|---|
| Donation recorded | Receipt email within 15 minutes |
| Annual giving statement period (Jan 1–7) | Year-end giving statement email |
| Event starts in 24 hours | Event reminder email to registrants |
Automatic communications use the email address on the person's record. If no email is on file, no automatic communication is sent.
Best Practices
- Add email addresses to every person record to ensure automatic receipts and reminders reach them
- Use tags consistently so you can target specific segments with tailored messages
- Test before sending to all members — create a communication, add only your own email as recipient, and send to verify formatting before the full deployment
- Prefer scheduling for time-sensitive messages to control exactly when they arrive (avoid 11pm event reminders)