How To: Create an Email Message
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How to: Create a Group Message
Group Messages are used when you want to send a message to a specific contact or a Contact Group. These message blasts can be sent immediately or can be scheduled for a future date and time. Please follow the steps below to create and send a Group ...
How to: Create an Import Scheduled Message
Import Scheduled Messages are used when you want to send the same message to a changing group of clients/contacts using our Transfer Client or SFTP (Secure File Transfer Protocol). The most common example of this are appointment reminders. Supported ...
How to: Create a Rules Scheduled Message
Rules Scheduled Messages are used when you want to send a message based on a specific set of rules, to existing clients/contacts. The rules allow you to narrow down an existing Contact Groups by other attributes such as language, appointment date, ...
How to: Create a Chat Message
The Chat feature allows you to send messages to a client/contact through their mobile phone's SMS Texting capability. This two-way communication allows for a faster response time while maintaining records of the conversation. Note: to send images ...
How To: Create an Import Scheduled Message and Upload Files as a User
Import Scheduled Messages are used when you want to send the same message to a changing group of participants. As a User (non Admin), you can upload the files through our web portal utilizing the Upload button. Note: The Upload option must be enabled ...
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