By default, all Program Coordinators are automatically added to a 1:1 Loop with each participant once they complete the signup form and are no longer listed on the Signups page.
As a Program Coordinator, you can reach out to your participants individually. In the participants page, the "Latest message" column helps you monitor communication by displaying the most recent messages exchanged which include both individual 1:1 and bulk messages.
Individual messaging in your 1:1 Loops
To send a message, simply navigate to the Participants page from the left sidebar. From there, you can search for and select the participant you'd like to contact. Under the "Latest Message" column, click Go to Loop which opens a 1:1 loop chat, allowing you to directly message the participant.
Bulk messaging
Participants page
To message multiple Participants at once in bulk, navigate back to the Participants page from the left sidebar and select the participants you want to message by selecting the grey box next to their names, or select everyone by clicking the grey box next to Participant at the top of the list.
Once you've selected your participant, click the message icon.
Remember: you can use the filters to segment your people and message a specific group of them. For example, if you'd like to message unmatched participants using the pre-saved filters.
TIP: The message function is supported by most markdown syntax, where you can hyperlink and customise the format of the message. Use this markdown syntax cheat sheet here to try out different messaging formats.
Managing bulk messages sent
To manage bulk messages, navigate to the top of the Participants page and review your communications under the "Bulk messages sent" tab. This feature can help you identify which participants you or another program coordinator has messaged.
You can access more detailed information on the recipients, the message content, and the ability to tag participants for follow-up here.
TIP: Tag participants here to keep track of who has been messaged, making it easier to manage follow-up communications and ensure you're supporting all participants
Navigate back to the Participants tab to filter by the tag you've created and use the "Last Message" column to see who has responded or has yet to respond, helping you manage your next steps more effectively.
What is Message Signups in Mentorloop?
Message Signups is a Mentorloop feature that allows Program Coordinators to send messages directly to people in the Sign-Ups tab, including incomplete applications and pending approvals, without leaving the platform. Program Coordinators can also customise the email subject line before sending.
What can Program Coordinators do with Message Signups?
- Bulk message sign-ups: Select one or more people from the Sign-Ups page and send them a message directly, no need to use external email.
- Customise the email subject line: View and edit the email subject line before sending. Previously, the subject was fixed as "Complete your signup for [Program Name]" and could not be changed.
- Chase incomplete applications: Re-engage potential participants who started their signup but haven't completed it yet.
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Communicate with pending approvals: If you use Signup Approvals, message applicants to confirm their application has been received or provide next steps while it is being reviewed.
How do I message signups in Mentorloop?
- Navigate to the Sign-Ups tab in your program dashboard.
- Select the sign-up(s) you want to message.
- Click the messaging action to compose your message.
- Edit the email subject line and message body as needed.
- Send, your message will be delivered via email to the selected sign-ups.
Which Mentorloop plans include Message Signups?
Message Signups is available on all Mentorloop plans, including Pro and Enterprise. For tips on re-engaging incomplete signups and improving your signup completion rate, reach out to your Mentorloop Customer Success Manager.
Participant view
Once a bulk message has been sent to your participants from the participants page, they'll receive an email notification where they can view the message directly in Mentorloop :
or reply via the email straight away by replying in the email thread, which be reflected in your 1:1 Loop with your participant:
Replying in the email thread: If a participant has an email signature within their email, it will also be reflected in the message that is sent back to you within your 1:1 Loop.