MessagingIn both editions

Reach every treasurer in the state, or one council's presidents, from one screen

Pick the positions and the levels, attach the file, send now or schedule it. Connect knows who holds every role, so you never build a list.

One message, from the recipient group to the bounce report

The list is the roster. When the roster changes, so does the list.
  1. September: the financial report is due in six weeks

    The state office wants every unit treasurer to hear it, with the form attached. Not the presidents, not the whole board. The treasurers.

  2. You pick a recipient group, not a list

    "Unit treasurers" is a saved filter over the board rosters: whoever holds the Treasurer position at every unit in the state, as of today. Nobody built a spreadsheet, and nobody has to update one.

  3. You write it once and attach the form

    A rich text editor, the blank report attached, and the reply-to set to you, to your office, or to nobody at all. The council sending its own version does the same for its units.

  4. You send a test to yourself

    Before it goes to nine hundred people, it goes to one. You open it on your phone, fix the sentence that reads wrong, and only then send it for real.

  5. You schedule it for Monday at 8:00 AM

    Send it now, or pick a date and time. Connect checks every five minutes for messages that are due to go and sends them, whether or not anyone in the office is at a desk.

  6. Every treasurer gets it two ways

    The email arrives at the address on the roster. Anyone with a Connect login also finds it in their message center, marked unread, so a treasurer who lost the email still finds the form.

  7. You see who opened it and who bounced

    Delivered, opened, clicked, bounced, unsubscribed, marked as spam. Per recipient, synced hourly from the email provider. By Tuesday you know which councils to call.

  8. The bounces become a report

    The Bounced Emails report lists every roster address that bounced. The council fixes the roster, and the next message reaches the treasurer the last one missed.

The email is easy. Knowing who to send it to is the work.

Connect already knows who holds every position at every level. Messaging sends to that.
The list is stale by October

Treasurers change every year. The mailing list was built from last year's roster, and the twelve who turned over in July never hear about the deadline.

Bcc to nine hundred people, and silence

Did it arrive? Did anyone open it? Which addresses bounced? An email client cannot tell you, so the office finds out one unit at a time, after the deadline.

Every council keeps its own list

The state has a list, the district has a list, the council has a list. The same treasurer is on two of them under an old email, and on the third one twice.

Recipient groups: the list that builds itself

Every message in Connect goes to positions at levels, never to a pasted list of addresses. That is what makes the treasurer who started in July reachable in September.

The rest of it, the editor, the attachments, the schedule, the tracking, is what you would expect from an email tool. The recipient group is what you cannot get from one.
See a message go from your office to every treasurer in the state

Built for state PTAs and school districts. We set it up with you.

Request a demo

What every office gets

Recipient groups

Saved filters over the rosters, by position and level. System groups for everyone, and your own on top.

Attachments

The form, the guide, the agenda. Attached to the message, within size and type limits.

Scheduled sends

Write it Friday, send it Monday at 8:00 AM. Connect checks every five minutes for what is due.

A test send

The message goes to you first. What you see on your phone is what nine hundred treasurers will see on theirs.

Delivery tracking

Delivered, opened, clicked, bounced, unsubscribed, marked as spam. Per recipient, synced hourly.

Sent history

Every message you sent, with its recipient tally and its delivery stats, kept for the day somebody asks what went out in September.

And so much more
Four-level hierarchy
One login, every level
Scheduled tasks
Multi-level approvals
Weekly past-due reminders
Document types you define
Document review and approval
Filing by fiscal year
Missing document report
Compliance report
IRS filing status
Charity registry status
Board rosters by year
Roster copy-forward
Roster CSV import
Whole-organization export
Bylaws generator
Bylaws in Spanish
Saved recipient groups
Scheduled messages
Delivery and bounce tracking
In-app message center
Directory with export
Search across every level
Favorites
Membership sync
Dues payouts
Membership API
Read-only viewer access
Spanish interface

Frequently Asked Questions

See Connect with your own organizations in it

Tell us who you are and we will walk you through Connect, set up with your state or district, within two business days.