How do I use the Messages tab?

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.

Creating a new message

1. Select "+ New message" in the top right corner.

2. You will be taken to the message creation page where you can enter details and write your message.

Message details

1. Subject
   Enter a subject for your message. This field is required.

2. Recipients
   Select who should receive the message. You can send it to:

   • All users

   • Locations

   • Groups

3. 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

1. Status
   View the current status of your message such as Active, Draft, or Sent.

2. Send
   Select "Send" to deliver the message to your chosen recipients immediately.

3. Save
   Select "Save" to keep the message as a draft without sending it.

Editing a saved message

1. Navigate to the Messages tab.

2. Select the message you want to edit.

3. Update the subject, recipients, or message body.

4. 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.