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Member Management / Accounts

Communication preferences

Last modified: ~2 min read

What ASF Communication Preferences do #

ASF enables automatic communications to members and prospects. The system supports texts and emails for everything from completing enrollment to being marked absent for an event. Staff can manage member and prospect preferences based on desired communication types.

Supported communication uses #

  • Mass member email communications through the Reports application.
  • Marketing emails and text messages through Club OS.

Club OS integration #

For clubs integrated with Club OS, communication settings enable marketing and promotional messages. When updating member communication preferences, if you are integrated with Club OS you should be making these changes from within Club OS, NOT My Club Business.

User Settings menu in Club OS showing the Communication Settings option for integrated clubs.
Communication Settings location within Club OS user settings.

Where preferences are captured #

Online Enrollment and Lead Capture

Communication opt-in options appear during signup, allowing members and prospects to select their preferences.

  • For Lead Capture, the opt-in appears at the beginning of the flow.
  • For standard Online Join, the opt-in appears as a checkbox on the Payment screen.
Online Lead Capture flow with communication opt-in options presented at the start of the signup.
Lead Capture opt-in options at the start of the signup flow.
Online Join Payment screen with a communication preferences checkbox visible.
Communication preferences checkbox on the Online Join Payment screen.

Member Enrollment

During contract signing, members choose text-message opt-in status via an additional signature box on the contract.

Member Enrollment contract showing the additional signature box for text marketing communication consent.
Signature box for text marketing consent during Member Enrollment.

Adjusting preferences after signup #

User permissions

The permission Can Manually Opt Prospects and Members into Text Communication appears in Member/Account Inquiry settings. This determines user access to enable or disable text communications:

  • Enabled: users can enable and disable text communications.
  • Disabled: users can only disable communications; enable settings remain hidden.
User permissions screen with the Can Manually Opt Prospects and Members into Text Communication setting visible.
Permission setting that controls text communication opt-in capability.

How to adjust

  1. Access Member Management and search for the member account (see Search and find accounts).
  2. Open the Cardholders tab, select the cardholder, and choose Edit.
  3. Expand the Profile window and locate the toggles for text and email communications at the bottom.
Member Management search interface used to locate the member whose preferences will be updated.
Member Management search for locating the target member.
Cardholders tab with a cardholder selected and the Edit action visible.
Cardholders tab with Edit available for the selected cardholder.
Cardholder list with one cardholder highlighted for editing in the member account.
Cardholder selection inside the member account.
Cardholder Profile section with text and email communication toggles at the bottom of the panel.
Text and email communication toggles in the cardholder Profile.

For the full Cardholders editing flow, see Cardholders.

Excluding opt-out members from mass emails #

Mass emails can exclude members with disabled email communications using an available toggle on the mass-email send screen.

Need help? #

Contact your ASF account manager at clientsupport@asfpaymentsolutions.com or (301) 304-8841.

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