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 

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 allows you to identify which participants you or another program coordinator has messaged.

For more detailed information on the recipients, the message content, and the ability to tag participants for follow-up, you can access all of that 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

Navigating back to the Participants tab, you can filter by the tag you've created and use the "Last Message" column to see who has responded or who has yet to respond, helping you manage your next steps more effectively.