How to message participants and manage your communications

Georgia Pascoe
Georgia Pascoe
  • Updated

As a Program Coordinator, you can message your participants directly from three places in Mentorloop: the Participants page for active participants, the Signups page for applicants, and the Mentoring Bench for benched participants. This article covers how each channel works.

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.

The Program Coordinator welcome message now shows as the latest message. When a participant's Program Coordinator loop is created as they join the program, the welcome message set in your Program settings is added as a chat message in that loop and appears as the most recent message in your loops list, so any reply from the participant lands in the same loop, in context.

In the Participants page, the "Latest message" column helps you monitor communication by displaying the most recent messages exchanged, including both individual 1:1 and bulk messages.

Individual messaging in your 1:1 Loops

To send a message, navigate to the Participants page from the left sidebar. 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 message the participant directly.

Messaging participants

Bulk messaging from the Participants page

To message multiple active participants at once, navigate to the Participants page from the left sidebar and select the participants you want to message using the checkbox next to their names, or select everyone by clicking the checkbox at the top of the list. Then click the message icon.

Tip: Use the filters to segment your participants and message a specific group, for example, unmatched participants using the pre-saved filters.

Selecting participants to bulk message on the Participants page

Composing a bulk message to selected participants

Tip: Bulk messages from the Participants page are delivered into participants' 1:1 loop chat with you. Participants receive an email notification and can reply from their inbox, replies land back in the loop. The message supports most markdown syntax for formatting. See the markdown cheat sheet.

Managing bulk messages sent

To review your sent bulk messages, navigate to the top of the Participants page and select the "Bulk messages sent" tab. This shows you which participants you or another Program Coordinator has messaged, the message content, and lets you tag participants for follow-up.

Manage all bulk messages sent from this tab

Select the bulk message for more information

Tip: Tag participants after sending to track who has been messaged. Then return to the Participants tab, filter by that tag, and use the "Last Message" column to see who has responded and who hasn't, so you can manage follow-up effectively.

Filtering participants by tag and checking the Last message column

Messaging from the Mentoring Bench

You can message benched participants directly from the Mentoring Bench, without needing to re-enrol them into an active program first. This is useful for re-engagement check-ins or proposing a new match to someone who has stepped back.

To send a message from the Bench:

  1. Select the participants you want to message using the checkboxes in the Bench table.
  2. Click the email icon in the toolbar.
  3. Write your message. Use the {firstName} tag to personalise by first name.
  4. Click Send.

How Bench messaging differs from Participants page messaging

Messages sent from the Bench are delivered as emails directly to the participant. Because benched participants are not in an active loop, there is no loop to send into, the message goes straight to their inbox and does not appear in Mentorloop's loop chat. Sent messages are not logged in the platform after sending.

Participant view

Once a bulk message has been sent from the Participants page, participants receive an email notification where they can view the message directly in Mentorloop:

Email Notification: Alexander sent you a message in Mentorloop

Message from the Program Coordinator via 1:1 Loop

They can also reply directly in the email thread, replies are reflected in your 1:1 Loop with that participant:

Replying to the email notification

Participant view

Note: If a participant has an email signature, it will appear in the message sent back to you in the 1:1 Loop.

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