When you access the Connect Tab from ClubReady, you will be prompted to log in with your Connect username and password. If you don’t yet have an account, then please click the “Create CR Connect Account” link on the sign in page to create one. Any subsequent logins will be seamless between ClubReady and Connect!
The basic SMS capabilities within Work-it, now called ClubReady Core, will be disabled when the integration is enabled; however, you may still receive messages to your basic SMS number. If a message comes in, you will be notified on the main ClubReady Connect Dashboard and the message will appear in the SMS History Tab in WorkIt. We recommend responding to these messages through Connect to ensure that any new communication is happening within Connect.
Please click here to check out our latest demo video for a walkthrough of key ClubReady Connect features. We have also detailed key features below, including links to learn more:
- If trying to log into Connect for the first time and a username/email is not on file, then you will need to create a Connect User Profile.
- After your user/email is created in ClubReady Connect, you will be able to login using your ClubReady staff email.
- Once integration is turned on, please reach out to support@clubready.com if you experience issues when trying to login or create a user account for the first time
- From the Connect tab in ClubReady, you can navigate to Conversations, Campaigns, or Manage Templates - whichever option you choose, you’ll be navigated to the exact page within CR Connect
- Real-time lead sync: As soon as a prospect or member data is inputted or updated in ClubReady, it will automatically sync into Connect. There is no longer a 30-minute delay!
- Create or edit templates to be used in campaigns or in individual conversations.
- Understand how to pinpoint an audience, create a targeted message, and send a campaign.
- Learn where to find your conversations and message clients in real time.
Sync Merged Profiles with ClubReady
- When a client profile is merged in ClubReady, the profile designated as "Keep This User" will be recognized by Connect, which will subsequently update and consolidate the profiles as appropriate.
We have worked to create a comprehensive Knowledge Base to answer any Connect questions you may have. Check out our guide to getting started here. For further questions, please contact support@clubready.com.