Write and send a message
Choose who receives it, write it once, check it, approve it and schedule it.
- Choose "Communications" in the menu, then "Add New".
- On the "Details" tab, give it a "Title". This is for you only and is never shown to recipients.
- Tick the "Cohorts" that should receive it. A table shows how many people and how many messages of each kind that makes.
- Open each content tab that appears: "Email", "Letter", "SMS" or "WhatsApp". A tab appears only when someone in your cohorts would receive that kind of message and the method is switched on.
- Write the message. Choose "Create" to save it as a draft.
- Open the communication and check the "Recipients" tab and each content tab.
- Choose "Approve". Only users who can approve communications will see it work.
- If translations are on, read the warning about AI translation.
- Choose the date and time in "Scheduled For". It must be in the future.
- Choose "Schedule".