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How do you send quick, simple messages?

Updated over a month ago

The messages feature in the communications module is a great option when you just need to send a quick reminder or update to your organization. You can send a message by going to Communications, selecting Messages, and then clicking the New Message button. Select Simple Email for a quick message. Fill in the form and click Send.

Simple Emails are different from Newsletters in a few important ways.

  • Sent messages will only be visible in messaging by those who sent/received them, whereas the most recent newsletter will be viewable to anyone from the dashboard, even if they did not receive it.

  • Lastly, messages will appear in the recipients' inboxes as having come from the user who is logged in and sending the message. If you want the message to say it is from your organization instead, log in with a generic organization email address.

Sending a Simple Email

  1. From the toolbar, go to Communications and click Messages. You will see a record of messages that you have sent and received.

    Note: You will receive a copy of all messages that you send, regardless of whether you are explicitly in the recipient list.

  2. Click the New Message button.

  3. Click Simple Email.

  4. Fill in the Message Details.

    • Select your Recipients. You can choose to Send to Everyone or one of your Lists. See more details about Selecting Recipients here.

    • Enter the Subject of your message.

    • Compose your message. Standard text editing tools are available. You can insert images and attach files easily.

  5. Click Save Draft.

  6. Click the arrow next to the Save Draft button to select Send Now to send the message immediately or Schedule Send and select a future date and time.

    Note: To cancel or edit a scheduled message, use the following methods.

    • From the List table, click the three dots next to the list and select Unschedule.

    • View the saved draft and click Unschedule Message.

  7. After sending the message, you have the option to also send your message as a text message at the same time. You can edit the text as needed and click Send Text. If you do not want to send a text message, click Don't Send Text. If you have a scheduled message, the text will be sent at the same time as the scheduled message.

    Note: Recipients must opt in to receive text messages. To receive text messages, the recipient must include their mobile number and cell provider in their profile. Selecting the cell provider is the mechanism by which the recipient permits Givebacks to send text messages to them.

Other ways you may access Messages

If you are viewing the contacts in a list, click the three dots and select Send a Message.

Questions? Click the "?" icon to contact Givebacks Support.

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