Creating Messages in the Mobile Experience

How to Send a Messages

Messages are able to be sent from your Mobile Experience on your browser, tablet, or phone. Messages can be sent from multiple pages within the Mobile Experience.

To send a Message from My Dashboard:

1. Click on New Message (Blue Button)
2. Choose Text, Email, Voice
   1. If you want to combine messages, click on another option (i.e. Text and Email). Both buttons will be highlighted blue.
      1. Note: currently, only Text and Email can be combined
3. Click Next
4. Choose your Group(s) > Click Done
5. Click Next
6. Create your Message
   1. If a Voice, or a Text to Voice message, listen to the recording to verify
   2. Click Next
7. Preview your Message
8. Choose Discard, Save Draft, Schedule, or Send

To Send a Message from Messages Page:

1. Click on New Message at the Top (Blue Button)
2. Choose Text, Email, Voice
   1. If you want to combine messages, click on another option (i.e. Text and Email). Both buttons will be highlighted blue.
      1. Note: currently, only Text and Email can be combined
3. Click Next
4. Choose your Group(s)
5. Click Next
6. Create your Message
   1. If a Voice, or a Text to Voice message, listen to the recording to verify
   2. Click Next
7. Preview your Message
8. Choose Discard, Save Draft, Schedule, or Send

To Send a Message from People Page:

1. To send a message to One person, Click on the "Send Message Icon" (see image) to the right of their name.
2. To send a message to multiple people, Check their names,  and at the top, choose "Edit Multiple". Click Send Message to Users
3. Choose Text, Email, Voice
   1. If you want to combine messages, click on another option (i.e. Text and Email). Both buttons will be highlighted blue.
      1. Note: currently, only Text and Email can be combined
4. Click Next
5. Your "group" will already be chosen. You can add others at this time or click "next".
6. Create your Message
   1. You can insert a template here.
   2. You can choose if you want recipients to respond or not.
   3. Give a Subject
   4. Add your Message
   5. If a Voice, or a Text to Voice message, listen to the recording to verify
7. Click Next
8. Preview your Message
9. Choose Discard, Save Draft, Schedule, or Send

To Send a Message from the Group Page:

1. To send a message to One Group, Click on the "Three Dots" (see image) to the right of the name.
2. Click "Send Message"
3. Choose Text, Email, Voice
   1. If you want to combine messages, click on another option (i.e. Text and Email). Both buttons will be highlighted blue.
      1. Note: currently, only Text and Email can be combined
4. Click Next
5. Your "group" will already be chosen. You can add others at this time or click "next".
6. Create your Message
   1. If a Voice, or a Text to Voice message, listen to the recording to verify
   2. Click Next
7. Preview your Message
8. Choose Discard, Save Draft, Schedule, or Send

 

Updated August 08, 2025 17:40