How do I send a message from my system?

Created by Mark Eves, Modified on Tue, 12 Dec, 2023 at 1:00 PM by Ben Hayes

To create and/or edit a message, go into Administration -> Notification -> Send


To create a new message, click on the [Add] button.



 


Fill in all details that the message requires. You can use pre-configured Templates, and insert Dynamic Fields from the right side of the screen.


 At the bottom of the screen, you can Filter who will receive the message - Customers, staff members, or both. You can also choose whether to send the message to "All" recipients, or those who live on a specific street/postcode.


If you have Notification Groups configured, you can choose which Group you want to send the message to. You can also schedule the message to be sent on a specific date and time.



Click on [Add] to save and return to the previous screen. The new message will be added to the list, with the status set to "Not Sent". For non-scheduled messages, click on the Edit button to proceed further with the messaging process.



 


You can click on the "Preview Recipients" button to make sure the message will be sent out to the correct people. Once ready, click on "Schedule Broadcast" to deliver the message to the selected people. You can also cancel the broadcast, so long as it's still in the scheduled phase.



 

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