Contacts

Navigate to Members - Communications - Manage contacts

Create/Edit Contacts

A contact is a person involved in some way within your organization. They can be just names, or they can have email addresses / phone numbers (or custom data) attached to them. For those who have email addresses, we will also check if the contact has created a Sportsheadz account with the same email address. If so, when messages are sent from the website to your contacts, a push notification to the contact via the Sportsheadz App will also be included.

Contacts can be added manually or Imported.

If Adding manually, enter as much information as possible. The only thing required is first and last name. Is this person a guardian, coach or both? Are they just a participant (child?) Choose whichever are applicable. There are 3 spots for any custom data you would like to include. Example: HCR number.

TIP: Parent would be entered as a guardian and their child would be entered as a separate participant.

Once added they will show on the main screen.

If there is an SH icon in the far left column, that person already has an active SportsHeadz account and will receive push notifications. You can edit the contact by clicking on the pencil. Any roles you have selected will display in the Roles column. To delete a contact, hit the trash can.

You can Import Contacts by choosing Import - Contacts

You need to use the EXACT template shown on the screen. Please read the instructions.

Relationships

Contacts can have relationships  with other contacts. These relationships are automatically bi-directional. For example, if a child is a contact and their parent(s) are contacts, then the relationship of the parent to the child should be created. These are shown below as ↓ (child) relationships. In this example, the relationship of the child back to their parent(s) will be shown as ↑ (parent) relationships automatically.

These can be entered manually or Imported. To enter manually, click in the heart column.

Use the filter option to search for contacts already entered. Select them from the Add/Update Relationship box. Enter a title if needed. Hit Add/Update Relationship. Hit Update.

These can also be imported by going to Import - Relationships.

You need to use the EXACT template shown on the screen. Please read the instructions.

Tags

Contacts can be placed into tags  to define groups of contacts used for sending out messages. Establishing the relationships between contacts allows easier tag management since typically it would be the contacts identified in the ↓ (child) relationship directly assigned to the tag, which also adds their ↑ (parent) relationship contacts indirectly to that tag.

These can be managed by clicking on the Tag column.

Choose your Tag(s) and click Add. Hit Update.

These can be Imported by choosing Import - Contacts in Tags

You need to use the EXACT template shown on the screen. Please read the instructions.

TIP: Click Update SportsHeadz if you want the system to search for users that may have created their SportsHeadz account AFTER you added them. This will ensure they receive push notifications.

There are lots of options on this page to filter and delete contacts in the filter once you have this all setup. It allows for easier searching.