Send Emails

Emails can be sent immediately, scheduled for later, or saved as drafts. You can also use tags and recipient filters for easier management.
Please follow steps below to create an email:

1. Login to Swim Manager and go to Communication > Create an Email.

2. Enter the Subject and Sender Name.

   • Note: The Sender Name is automatically populated from the primary contact of your organization settings.

   • Note: The From email address is fixed and cannot be changed. 

3. Click Add to select recipients or manually entered email addresses (separated by commas or semicolons):

   • All Contacts

   • Primary Contacts

   • Swimmers

   • Past Due

   • Balance Owed

   • Custom Filters

   • Saved Lists

   • Imported CSV files

4. (Optional) Update the Reply-To email address if needed. It defaults to your organization's primary contact email.

5. (Optional) Remove recipients using the Email Recipients Filter.

6. Enter a Description for internal reference only. Recipients will not see this information. 

7. Click Continue. Choose an existing email template or create a new email from scratch.

8. Preview the email and make any necessary changes.

9. Choose one of the following:

   • Save as Draft to edit later.

   • Send Now to deliver immediately.

   • Schedule for Later to send automatically at a specified date and time.

Note: Volunteer and workout participant recipient lists can be generated automatically using their respective email tools:

• Sending Email Reminder to Volunteers
• Sending Email to Participants In a Workout Session