Create a new message

Messages are created and managed on the Messages tab of the module. 

Select a folder first, if you want to organize the message in that way. Otherwise, the message will be considered "Uncategorized." Then, click on the green “Create Message” button at the upper right of the screen.

Messages List view with Create Message button highlighted

The window that pops up will ask you to create an internal name and email subject line for your message, as well as to select a template to use. Only templates that you have permissions for will appear on this dropdown menu. To start from scratch, select "Blank" template.

New Message popup menu detail

Click "Next" to continue to the message editor. Use the tools provided to compose and design your email message. When you are ready to continue, click "Save" in the bottom-right corner.

Once you have saved, you can preview your message or go to the "Message Details" screen to select the settings for your message. Click on the link in the bottom right. 

Compose message screen with Message Details button highlighted

The Message Details screen has all the settings you need to personalize, test, and schedule your message for sending.


The "Promotional"/"Administrative" toggle lets you decide whether this is a general message meant to promote your organization, or a vital part of fulfilling your contract with the recipient of the message. Refer to Administrative vs. Promotional messages to learn about the differences between these types of messages. Use the "Administrative" button with care!

For a Promotional message, use the dropdown to choose a list or lists you will be sending this message to. 

In the Email Details section, use the "First Name" and "Last Name" buttons to personalize your subject line with your constituents' names. (Names must be saved in Constituent Manager for this feature to work.) 

Add a "From Label" in the field to indicate where the message originates from, and select a reply-to address from the dropdown list. (See Set reply-to addresses for more information about setting up the addresses that appear in this list.) 

If you are using this message for push notifications, use the Mobile Apps tab to compose the message title and body. 

The "Internal Use Only" fields help you keep your messages organized and easy to find again. Enter some notes to describe the message for other Messages admins. Add tags to quickly categorize the message and search for it in Messages, or to display in the Messages element.

See Edit new or existing message details to find out more about the Message Details screen.

Before you send a message, it's always a good idea to do a test send to yourself or others. Click the "Test Send" button in the bottom right of the screen to do so. See Create a Test Send of a message to learn more about this process.

bottom-right buttons close-up with Test Send highlighted

Once you are happy with your message, you can "Schedule Send" with the button in the bottom-right menu. You may choose to send the message immediately, or schedule it for a later date and time. 

Send Message popup menu details

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