Manual Messages

Lucy Borne -

Every once and a while you may want to send out a quick manual message to a group of clients.  Think things like unexpected office closures, a change in office hours, a natural disaster, etc..

You can quickly and easily create this message without creating a new automation in the Automations Tab.  When in the Accounts section of your system - simply click on 'SEND MESSAGE'

Once you click there it will open up a step by step walk through on how to send out a message.  You will start by naming your message.  This is not the subject line of your email -but rather a broad description and reminder to you of the manual message topic.  In this example we have called it 'Twin Bulls Fire Update'.  We typed in the name and next will click 'CONTINUE'.

 

Next it will ask you to choose your audience by creating a rule.  

For simplicity our rule will be to select all active clients with emails - so we would click on 'POLICY' > Is Active is True and then click 'OK'

And then we will add a second rule which is that they have an email address:

Once you have clicked 'OK' you should see not only the rule you have created but the matching accounts as well.  If you are content with the audience you have selected, you can then click 'CONTINUE'

Step #3 is to create the quick message you would like to send out.  By Clicking on the pencil icon to the right of the subject line, you will be redirected to the 'Email Builder' where you can finish crafting your email:

Once you are happy with the email you have crafted, the final step would be to either 'SAVE AND CLOSE' or to 'SEND IT NOW'

When you click on 'SEND IT NOW' you will be redirected to an overview of the manual message and a red send button in the lower right hand corner.

You have now created and sent your manual message.  For more help about this article or any support questions - don't forget to click on the 'in App' help icon in the upper right hand corner of your screen.  We do our best to get back to you as quickly as possible.

 

 

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