Building a list of participants, members or multipass holders from Amilia

Activity Messenger fully integrates with Amilia. Once connected, you avoid handling Excel and CSV files altogether. Activity Messenger pulls participants from activities, members from memberships and holders of multipasses directly using the Amilia API.

To connect Activity Messenger to Amilia, follow this guide.

Create a new list and choose "Amilia Programs" to import participants from activities, "Amilia Memberships" to import members from memberships, or "Amilia Multipass" to import holders of multipasses.

Once your list is created you will be presented with a screen consisting of a panel and a table. The left panel contains import settings and filtering settings. The table on the right contains recipients you have imported. They can either be the participant/member, or in the case of children, the account owner.

# Importing from memberships

Importing from memberships presents a similar interface. In the left panel you can selected multiple memberships. Specify for each the membership status to filter on before the import:

• Active: Import members that have an active membership on this day.
• Inactive: Import members who's membership is expired on this day.
• Expired: Import members who's membership has expired on a specific date.

In the right panel are displayed members with the expiration date of their membership. You can sort rows by expiration date.

# Importing members with expired memberships

Activity Messenger makes it easy to filter members based on the date of expiration of their membership. This is useful for example to find all members that need to renew their membership in May 2020.

Choose the membership and set the filter to Expired. A date range picker will appear. Select the month of May. The right panel will only show members who's membership expires in May.

# Importing holders of multipasses

Importing from multipasses presents the same interface as memberships. In the left panel you can select multiple multipassses, and specify for each the multipass status to filter on before the import. The right panel shows the multipass holders.

Activity Messenger also imports the number of tokens left and makes it available in placeholders.

# Combine options

Based on the context you can decide how to import participants. Activity Messenger gives you 3 choices:

1. One activity per participant: By default a list contains one activity per participant to avoid duplicate emails.
2. Allow participants to have multiple activities: Choose this option to allow multiple activities per participant. They may appear multiple times in this list. Use this for sending reminders via automated tasks.
3. Combine people with same email address: Combine family members that have the same email address to avoid sending duplicate emails.

Combine example

Arthur Weasley has two children: Ron and Ginny. Ron is registered to Virtual Quidditch and Potions. Ginny is registered to Potions.

The combining option is used for marketing. For example consider both Ginny and Ron are registered to separate classes. When importing from Amilia, they will be kept on separate rows. Their father Arthur will receive 2 emails. Using the Combine toggle will combine Ron and Ginny together allowing you to send one message per family.

# Account owner or participant

Amilia uses family accounts. The account owner is usually the parent registering their children; the participants. Children always inherit the email and mobile phone number of the account owner. Adult participants however may be different than the account owner (i.e. spouse) in which case the email and mobile phone number of the participant is taken.

Activity Messenger allows you to target the participant or the account owner. Changing this option may change the name, email and mobile in the table. However the age and gender is always that of the participant - not the parent.

# Viewing and exporting participants

Participants will appear in the table on the right. We show you the name, mobile phone number, email, gender, age, birthday and whether the participant is a child or an adult.

You may export the entire list in CSV format (or to copy to Excel) by clicking on the disk icon.

Note: Age and gender are never stored in Activity Messenger. We show that information only to allow you to filter.

# Phone number and email validation

Activity Messenger validates phone numbers and emails automatically. It will flag in orange numbers that are missing or invalid. It will still import those participants.

Activity Messenger will not send emails to invalid emails, or send text messages to invalid messages.

If a duplicate is found (i.e. two family members are registered), Activity Messenger will flag the entire row in red. It will not import that participant. You can be sure not to send the same message more than once to a parent.

# Family account information

Activity Messenger will import family account information from Amilia. If participants are children, a blue badge will appear showing the number of children found in the list for the account owner. Both the account owner and their children will be imported. You can click on the row to expand and see this information.

Family account information can then be used to personalize email/SMS messages and templates with placeholders. Consult the documentation page Personalizing email/SMS messages with placeholders for more information.

# Making corrections and refreshing the list of participants

Corrections should always be done at the source - in Amilia. Once corrections are made, simply revisit the list and you will see those changes. Click on Save to update recipients in Activity Messenger.

# Syncing list with Amilia

When you schedule messages, Activity Messenger will synchronize the list 30 minutes before the send-out. Activity Messenger will pull in new participants from Amilia, and changes to email addresses and mobile phone numbers.

You can perform the sync manually. Click on Lists, All lists. Find the list in question and click on the sync button. A popup will tell you when the next planned sync will happen. It will also show a log of prior syncs.

# Amilia field mapping

Activity Messenger will pick up the email and phone number from forms in Amilia. In Clients, under an account, these fields Email and Cellular are imported:

In the checkout, fields Email and Cellular are taken from the account owner form:

# Sending an email to both parents

Activity Messenger allows you to send an email to both parents. It will use the Secondary Legal Guardian from Amilia.

Next topic: Building a list of participants from Sport-plus

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