Send & schedule messages
Who can do this:
- Anyone with the Message (editable) and Users (visible) permissions
- Additional viewing permissions are needed for any app content tied to the message (e.g. Focus Content, News & Notices)
Send a message immediately, or schedule it for later. Use it promote content, request info, or encourage participation in a Challenge.
How often should I send messages?
Blasting frequent messages may lead employees to tune them out or even turn off their notifications. For this reason, it's recommended to send messages sparingly.
Here are four ways to start a message:
All of the above bring you to the Compose page where you can prepare your message.
On the Compose page, prepare your message:
- In the Type field, select one:
- Best channel per user: Searches for the best channel for each user, whether push notification, text, or email, and sends it that way.
- Push notification (mobile app message): Sends an alert to their mobile device, through the app, which only works if users have downloaded the app and enabled notifications.
- Text message (SMS): Sends a text to their mobile phone number, which only works if users have provided their phone number.
- Email: Sends a message to their email address, which they were required to provide when registering for the app.
- Enter the message details:
- Subject: Keep this under 55 characters. Push notifications don't require a subject and texts do not have a subject.
- Message body: Keep this under 120 characters, for a push notification or text. An email can be whatever length you choose, and includes options for customizing the layout and content.
- Include link to app content: Select this if you want to direct users to a specific Challenge, Form, Media Collection, Event, or other item.
A preview of your message appears in the right panel.
Tick Send in the future to select a time and date.
At the bottom of the Compose page, in the Send to section, choose from two options:
- Keep Segments/Tags selected to send a message to everyone or to specific Groups, Teams, or Tags. (Your organization may have set up different labels for these).
- Select Individuals to choose specific users.
Once you've finalized the details, send your message:
- At the bottom, click Send message.
- In the dialog, if you're sure, click Send.
Your message is sent either immediately or at the future date and time you selected.
Can I view or edit scheduled messages?
Yes! To view your scheduled messages, go to Messages ➤ Scheduled. To edit a message, simply click the pen icon in the far-right column.
