RecConnect, one of the tools available in RecTrac, helps you communicate with customers by generating targeted email blasts or mailing labels. Reports are fully customizable, allowing you to define exactly which group of customers you want to reach.
Run a RecConnect Report
- From the RecTrac home page's waffle menu in the upper left hand corner, select Reporting.
- Select Report Output Listing.
- In the description field, type RecConnect to filter the reports.
You can use RecConnect for nearly any type of transaction. For example, you might email all patrons who purchased an aquatics membership or print mailing labels for households in a specific ZIP code that registered for a trip or activity.
- Expand the group that matches your customer outreach goal.
- Run the RecConnect report.
- Apply filters as needed (for example: pass type, activity section, or customer ZIP code).
- Click Process.
A new window opens with RecConnect History and processing options. The RecConnect History feature is not used, as the Public Affairs and Marketing Division relies on other marketing tools. Use RecConnect only for one-time applications.
Select Match Options
When the new window opens, the first decision you’ll make is how to group the recipients. This step is important because it determines whether individuals or households may receive duplicate emails.
- You have three options:
-
All Matches - Sends an email to every single row in the report.
➤ If the same email address appears 4 times, it will get 4 separate emails. -
Unique Family Member - Sends one email to each person listed in the household.
➤ If two people in the same family share an email address, that address will still get two emails (one for each person). -
Unique Households - Sends only one email per household.
➤ Even if the household is listed more than once, only one email will be sent.
-
All Matches - Sends an email to every single row in the report.
Once your 'Match Option' has been chosen, click Continue.
Tip: If you’re not sure which option to choose, “Unique Households” is usually best for avoiding duplicate emails.
Review Unverified Email Addresses
Before the email blast is generated and sent, RecTrac checks whether all email addresses are verified.
A notification will appear at the top of the page stating "Notice - Unverified Email Address(es)". This is not an error message, but a notice that unverified addresses will not receive the blast until verification is complete by the owner of the email address.
If unverified addresses exist, you can:
-
Send a verification reminder – Sends only a verification email to unverified recipients.
- Once verified, they will be eligible to receive future blasts.
- If it is important that they receive the current blast, you may want to wait until verification is complete before completing the remaining steps.
- Continue sending the blast – Sends to all verified recipients only. Unverified addresses are skipped.
To send a verification reminder to unverified recipients:
- On the current 'RecConnect Results' screen, check the box in the upper right corner labeled Process Email Verifications.
- Select ONLY the unverified email address or addresses, if multiple. These will be highlighted in red in the RecConnect results.
- Scroll to the bottom of the screen and click Process RecConnect.
A new window will pop up stating "Success" at the top, with body text noting that the options have been sent to the server for processing.
This action sends the selected recipient(s) a reminder from PARKS DIRECT to verify their email address. Once verified, they will be able to receive important reminders and future notifications, including those generated from the RecConnect email blast.
Complete the Process
The RecConnect report will generate a list of clients that met the criteria you selected. You decide what to do next:
- Select your Email Options or Label Options, depending on your desired output.
Expanded Email Options:
Expanded Label Options:
- Click Process RecConnect to launch your email and/or print your labels.
- You will receive a notification in the Notification Center when the process is complete:
