The Communications Hub lets you send bulk emails, SMS, or push notifications to your clients - whether you're reaching out to a specific audience or a hand-picked group. Perfect for sending important updates to your clients, or even your monthly news letter.
Sending a mass communication
Go to Communications from the main menu.
Select the communication channel you'd like to use — Email, SMS, or Push Notification.
Click + Create New.
Give your communication a Name - this is for internal reference only and won't be seen by clients.
If this is a marketing send, tick the Marketing checkbox. This automatically filters out any clients who have marketing disabled in their Communication Preferences.
Add a Title/Subject Line and your Message content, or select an existing communications template.
TIP: For email communications you'll also need to select a Send from and Reply to email address. You can also choose between Fancy and Simple email templates.
Scroll down to the Add emails section. You can either select one of your pre-built Audiences from the Use audience dropdown, or add specific clients using the Or choose clients field.
Click Send to send your communication.
