Managing Templates, Attachments, Drafts, and Emergency Messages in Mobile Experience

How to Use a Template

Templates are created and edited in your Cast Dashboard. You can select a template that is already created in the Mobile Experience.

1. Navigate to a New Message.
2. When creating your Message
   1. Click the "Choose Template"
   2. Choose from your templates.
      1. Note, you will only see "Text Templates" if you are on Text and "Email Templates" if you are sending an email, or "TTS" templates if you are sending a Text to Voice. They do not mix.
   3. Click the drop-down and choose your template.
   4. A Pop-Up will show your template chosen.
   5. Either "Cancel" or Insert
3. Once Inserted, you can edited anything within the message.
4. Click Next
5. Preview your Message
6. Choose Discard, Save Draft, Schedule, or Send

Add an Attachment to a Messages

Attachments can be added to Email messages

1. Navigate to a New Message >Email.
2. Follow the prompts.
3. When creating your Message
   1. Click on the paperclip icon to insert a file (excel, PDF, doc)
      1. Click Open to insert the file.
   2. Click on the picture icon to insert an image
      1. Browse to upload or drag and drop
      2. Click on the image you want to insert
      3. Before clicking "Done", you can edit your image.
      4. Click Done to insert the image.
      5. One image at a time can be inserted.
4. Once added, you can continue to add to your message.
5. Click Next
6. Preview your Message
7. Choose Discard, Save Draft, Schedule, or Send

Resend an Messages

To resend a message, you will use a previous message as draft. 

1. Navigate to Messages
2. Choose either: All or Sent
3. On the right hand side, click on the three dots
4. Click, choose as draft
5. Go through the messages (Type, Group, Message)
6. Update anything that needs to change
7. Click Send.

Messages Drafts 

Message Drafts on the Mobile Experience can be shared across all admins. When creating the message, you can choose to "Save Draft" and go back to it later. To access the Drafts, follow these steps:

1. Navigate to Messages
2. Choose Drafts as a Tab on the Top Right
3. On the right hand side, click on the three dots
4. Click on a Message (will have a tag "draft")
5. You can delete the draft, close the draft, or Edit the draft.
6. If you Edit, go through the messages set up (Type, Group, Message)
7. Edit the message section
8. Click Send, Schedule, or Save Draft

Emergency Messages

Emergency Messages can be created by choose the Red Box: Emergency Message on either the My Dashboard or Message Pages. All Users will automatically be chosen.

1. Click Emergency Message on the top right
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. All Groups are chosen automatically.
5. Click Next
6. Create your Message
   1. If you have Emergency Templates created, you can insert the template now.
   2. If a Voice, or a Text to Voice message, listen to the recording to verify
   3. Click Next
7. Preview your Message
8. Choose Discard, Save Draft, Schedule, or Send

Recipient Responses

Recipient Responses for Text Messages will be shown within the system as an inbound message. They do use part of your message balance, like a regular sent message uses.

1. Click New Message on the top right
2. Choose Text
3. Click Next
4. Choose your Group(s)
5. Click Next
6. Create your Message
   1. If you have a Templates created, you can insert the template now.
   2. If you would like your users to respond to your text, choose "Request Recipient Responses".
   3. If you do not want your users to reply, choose, "Not Response Required"
7. Click Next
8. Preview your Message
9. Choose Discard, Save Draft, Schedule, or Send
10. Messages received into the system will be shown on the Messages > Received section.
    1. Go to Messages
    2. Click on "Received" tab on the top right.

Updated October 16, 2025 11:36