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CommunicationsRecipient Selection
Learn how the Gmail-style recipient selector works for emails and SMS.
Last updated March 22, 2026
How It Works
The recipient selector is designed to feel like Gmail or Outlook. As you type, matching contacts appear in a dropdown.
Searching for Contacts
Start typing a contact’s:
- Name — First or last name
- Email address — Full or partial
- Phone number — For SMS sends
Results appear grouped by type: Athletes, Guardians/Parents, Coaches.
Selecting Recipients
- Click a result to add them as a chip/tag in the recipient field
- Select a group to add everyone at once (e.g., "All parents of U14 Boys")
- Selected recipients appear as removable chips
Removing Recipients
Click the X on any chip to remove that person. This works for both individual and group selections — removing someone from a group selection excludes just that person.
Group Selection
Available groups include:
- All athletes on a specific team
- All parents/guardians of a specific team
- All coaches on a specific team
After selecting a group, you can exclude specific individuals by removing their chips.
Unsubscribed Contacts
- Contacts who have unsubscribed appear with a red flag and strikethrough
- They are excluded from sends by default
- A warning message shows how many contacts were excluded
Role-Based Scoping
- Admins see all contacts in the club
- Coaches only see contacts from their assigned teams
Tips
- Use group selection for team-wide announcements, then exclude specific recipients if needed
- Pay attention to the unsubscribed warnings before sending
- For SMS, contacts without phone numbers are automatically excluded with a visible warning
More from Communications
See all →Composing an Email
Step-by-step guide to composing and sending emails from the CRM.
Composing an SMS
Send SMS text messages to athletes and parents directly from the CRM.
Using Email Templates
Select and customize pre-built email templates with dynamic event data.
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