Applies to: All (Users, Managers, & Admins)
Stay in touch with your customers by sending them engaging messages. You can send either an email or an SMS and attach pictures, products, Stories and more.
You can start sending a message from one of two places:
Video Walkthrough
To Start a Message from an Audience:
1. Click on an audience to locate the customer(s) you want to message.
2. Select customer(s) by checking the boxes next to their names and clicking the Send Email or Send SMS buttons that appear at the top of the page. These customers will be automatically added as recipients.
To Start a Message from a Customer's Profile:
1. From a customer's profile page, click either E-mail or SMS button at the top of the page to start composing a message to the customer
Finish Sending
Once you've gotten to the compose window via either of the above methods, sending your message is the smooth process. Your recipient(s) you selected in the previous steps will already be added.
Solution Overview
Click the Type something field to start writing your message. Click Done once complete.
Add a subject if you're sending an email
You can preview merge tags on a per-recipient basis using the drop-down menu.
Once you're ready to send, click the Send button to finally send your message!
You can cancel your message by clicking Cancel on the progress bar that appears after you click send.
Step 1. Click the Type something field to start writing your message. Click Done once complete.
Step 3. Add a subject if you're sending an email
Step 4. You can preview merge tags on a per-recipient basis using the drop-down menu.
Step 5. Once you're ready to send, click the Send button to finally send your message!
Step 6 (Optional). You can cancel your message by clicking Cancel on the progress bar that appears after you click send.
We'll bring you to a page where you can see the status of each message sent (Sending, Sent, Omitted).
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!