Messaging - reaching people

One front door: Email & texts in the menu (and Messages for the pros you work with).

• Campaigns - a one-time blast to a segment (everyone, regulars, lapsed…). Email now; SMS activates when the org's texting number is approved.
• Automations - welcome new leads, thank first-timers, follow up after events. Set once, runs forever.
• Outbox - every message ever sent or received, with delivery status. Failed sends retry themselves; Discard stops one for good.
• Replies land with you - outgoing mail is set so answering a vendor's question is just hitting reply; their reply comes to the org owner's inbox and is logged in the Outbox.
• Team chat - internal, with polls for scheduling board meetings (approval voting: everyone checks all times that work).

Automatic emails are off until you ask for them. The morning summary (yesterday's sales, new requests, the week ahead), reminders and nudges only go to people who switched them on in My account. Messages a person writes, invites, receipts and sign-in codes always go. Push notifications on the phone are separate and on by default.