Message templates
Templates let you save a composed message for reuse. If you send the same newsletter structure every month, or have a standard event invitation, save it once and load it each time instead of starting from scratch.
Save a template
- Compose your message in the messaging system as normal.
- Before sending, click Save as template.
- Give it a name (e.g., "Monthly newsletter") and click Save.
The email, SMS, and voice content are all saved together in a single template.
Load a template
- Start a new message and select your recipients.
- On the compose screen, click Load template.
- Choose a template from the list — the content is inserted into the compose fields.
- Edit as needed, then send.
Manage templates
Go to Settings > Message Templates to rename or delete saved templates.
Scheduling messages
Send at a specific time
On the send screen, choose Schedule instead of Send now. Pick a date and time, then confirm. The message will be sent automatically at that time.
Recurring messages
To set up a recurring message (e.g., a weekly digest or monthly newsletter):
- Compose and schedule a message for the first send date.
- On the schedule screen, enable Repeat and choose the interval (weekly, fortnightly, monthly, etc.).
- Optionally set an end date, or leave it open-ended.
- Confirm. The system will resend automatically on the set schedule.
Recurring messages always go to the current subscriber list at the time of each send — if new members subscribe between sends, they will receive the next one automatically.
Cancel a scheduled message
- Go to Reports > Broadcast Reports.
- Find the message with a Scheduled status.
- Click the message name, then click Cancel.