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SMS Messages

SMS messages can be sent to groups immediately or based on a pre-set schedule.

  • 1
    Click the “Megaphone” icon (Outreach) from the left navigation menu.
  • 2
    Click the "Create SMS" button at the right top of the page.
  • 3
    In the new window, enter the title for the message (this will not be included in what is sent to the contacts)
  • 4
    Enter the Message to be sent.
  • 5
    Select the groups to which the SMS should be sent.
  • 6
    Optionally provide a date and time when the message should go out. Click " Save".
  • 7
    Once the message is saved, you'll be informed of the number of contacts to whom the message will be sent.
  • 8
    If the message is to be sent immediately, click the "Send" button to process for delivery. If, however, the message is scheduled for a later date, click the "Queue" button.

Voice - Pre-Recorded Outbound Messages

  • 1
    Click the “Megaphone” icon Outreach in the left navigation menu.
  • 2
    Click the “ Phone tree” tile.
  • 3
    Click “ Create Call” at the top of the page.
  • 4
    Enter the details for the call (Title, Description, when to send the call, and the group contacts to whom the call should be made). The description can be where you type the script used in the recording; we recommend taking this approach.
  • 5
    Click the "Record Message".
  • 6
    Enter the phone number that the system should call to record the outbound message, then click the "Dial" button (when the number is dialed, a recording will direct you through the steps for capturing your message. Follow the instructions as described by the auto-attendant)
  • 7
    Once complete, the recorded message will be processed and loaded. If you're not seeing the message processing completed, or click the "Refresh" button doesn't present the update, try reloading the page. The system should take no longer than 1 minute to generate the outbound recording.
  • 8
    With the recording complete, click the "Queue Call" button. The message will be set for delivery. The status of the outgoing call will display on the "Call Results" tab.
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