Dashboard overview
The Messages dashboard shows all messages you have created in a simple table.
Subject
The title of your message.Last edited
The date and time the message was last updated.Status
The current status such as Active or Sent.Actions
Select the options menu to view or edit the message.
Note: Use clear subject lines so you can easily recognize messages later.
Creating a new message
Select "+ New message" in the top right corner.
You will be taken to the message creation page where you can enter details and write your message.
Message details
Subject
Enter a subject for your message. This field is required.Recipients
Select who should receive the message. You can send it to:All users
Locations
Groups
Message body
Write your message using the rich text editor. Formatting options help you create clear content.
You can add dynamic fields such as[[first_name]]to personalize the message.
Status and actions
Status
View the current status of your message such as Active, Draft, or Sent.Send
Select "Send" to deliver the message to your chosen recipients immediately.Save
Select "Save" to keep the message as a draft without sending it.
Caution: Once a message is sent you cannot retract it. Review recipients carefully before sending.
Editing a saved message
Navigate to the Messages tab.
Select the message you want to edit.
Update the subject, recipients, or message body.
Select "Send" to publish the message or "Save" to update the draft.
Tips
Use groups or locations to target messages to the right audience.
Keep subjects short and descriptive to improve visibility.
Use dynamic fields to personalize your message content.
Save drafts if you need approval before sending.