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You can choose whether the message is sent immediately or scheduled a specific time and date in the future
Messages sent will appear in your Conversation with that contact
Steps
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You must first turn on SMS Messaging or Email Messaging before you can broadcast a message to contacts |
Select the envelope icon Press Create in the top menu to access the Messaging App
You arrive in the Messaging App
Below the ‘Messages’ title, select the Contacts tab (rather than the Colleagues tab)
You arrive in the SMS Conversations tab
Select the Broadcasts tab
You arrive in the Broadcasts tab
Click the New Broadcast button
A dropdown menu appears
Select Broadcast
You arrive on the New Broadcast page
In the Recipient category dropdown list:
select Organisation Contacts to send the message to every contact within your organisation
select Project Contacts to send the message every contact within a single project
select Event Guests to send the message to guests of a single event (Note: you can alternatively message guests of a single event directly from an Event page - follow these steps to do that.)
If you chose
Project Contacts: the Set of recipients dropdown list will update to let you choose one of your projects
Event Guests: the Set of recipients dropdown list will update to let you choose one of your events
In the Choose a format dropdown list: select SMS or Email
If you select Email you will be prompted to add a subject line to the email
In the Contacts box you will see a list of contacts for whom you have contact details that match the format you’ve chosen.
If you are sending an SMS: the Contacts box will only display contacts that have a Mobile Number
If you are sending an Email: the Contacts box will only display contacts that have an Email Address
Next to the Contacts section is a filter section. This lets you filter the contacts shown in the box according to the state that they are in. By default this is set to Enrolled however you can put your mouse in the box to choose alternative or additional states to filter the contacts shown by
Choose when you want your message to be sent: there are two options:
Now (the default choice)
Later
To schedule your message to be sent in the future, select Later
Select the Date & Time field to launch the Scheduler
Set the Date and Time in 3 clicks:
Click 1: choose the date
Click 2: choose the hour
Click 3: choose the specific time (you can pick from 5 minute increments of the hour)
Press Save. If the message is set to Now it will be sent immediately, if it set to Later it will be sent at the scheduled time.
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