How To Send A Message #
Follow these steps to get your message off in a jiffy! Email or SMS options will depend on your PTOffice package. This example uses the Email message.
First, click on Messenger > Emails > Add New
Next, choose a tab you’d like to start your email from.
My Emails – A list of previously sent emails
Saved Templates – A list of emails you created templates off of.
Pro Templates – A handful of templates we created just for you!
Import HTML Template – Have an email from another system you really like? Go ahead and paste the html in here and re-use it all over again!
After choosing a template to start from, go ahead and edit the email as desired. When finished, make the email Ready and Save it.
At this point, your email is ready to be sent! Go ahead and click the Broadcast link to schedule the send.
In the pop up that appears, choose the email you wish to send and click Next.
Pick a time you’d like to send this email and click Next.
Choose the contacts you’d like to send this email to. Click the Search for Contacts, click the + sign to add a filter, choose Tags under the Contacts section, and then click in the empty box to choose all the tags you’d like to send this message to. Click Next.
Finally, review your email and Confirm and Send!
What are your Feelings
Share This Article :
Powered by BetterDocs