Do you need to send an email to all of the players within an assessment? Or potentially just a player pool? Emailing within an Assessment allows you to send evaluation reports, team placement details or general messages directly from your TeamGenius Assessment.
Emails go to each player individually so they are not able to see who else was included in the email or view other player's reports plus all responses go directly to the email sender.
Below is a video that will explain how to send an email and attach reports.
IMPORTANT NOTE: Players will need email addresses in TeamGenius in order to utilize the email functionality.
If you prefer a written tutorial, below is a step-by-step guide for you to follow.
Step 1: Within the Assessment, click on MESSAGING in the left menu. Then, click SEND EMAILS.
Step 2: Select the player(s) you would like to include in the email. You can filter players (by player pool for example) by clicking the filter icon on any of the columns in the table.
Note: Players must have an email address in TeamGenius in order to use the messaging feature. You will see a banner note above the Create Message button if a selected player does not have an email address.
Locate the player that does not have an email address, then click the Add Email Addresses button to input their email address.
Optional Step: If you want to include any reports in your email, check the INCLUDE REPORTS box.
You are able to select which reports (aka sessions scored) you'd like to share in the email. If a report is selected, but a player was not scored on that session, no report will be sent to the player.
Step 3: Scroll to the bottom of the page and click the teal CREATE MESSAGE button.
Step 4: Craft your email message.
On this page, you can:
- Set a From Address (email address that will appear on the receiving end of this email message)
- Set a From Name (name that will appear on the receiving end of this email message)
- CC/BCC additional contacts to the email
- Type in the subject and email body or select a Template from your pre-created template options. See our tutorial here on how to create Email templates
- Include Attachments to the email
Optional: Customize your email.
Click on PLACEHOLDERS to see a variety of fields to drop into the email body. For example, select FirstName if you want the email to drop in the player's first name where the Placeholder is added.
IMPORTANT NOTE: If you are including the player's evaluation report, make sure to add the Placeholder AthleteReportLink to the email body. This allows the player to click on the link and view their report.
If you're sending a report, you will see the option to include comments, pool ranking, etc once you've included AthleteReportLink in the email body.
Step 5: Send the email.
To send the email to the selected players, click SEND MESSAGE at the bottom of the page. The email will process in the background and be sent to all recipients individually within a few minutes.
NOTE: Before you send the final message, you can send yourself a test message by clicking the blue SEND TEST MESSAGE button. A sample of the email you have created will appear in your inbox within a few minutes.
- Reviewing Email History
- Creating Email Templates
- Sending Organization Wide Emails