Composing a communication

Go to: Communications / + New Communication

1. Select a Communication Type.
   
   

2. confirm the email address you wish the Communication to be sent from.
   
   

3. Add any Labels desired (optional but useful when searching for communications).
   
   

4. Select Save.
   
   

Search and add Recipients by either selecting Add Multiple to search in bulk, or type into the box to search for individuals to add.

Within the Communication content screen you will see:

1. The communications methods displayed (email, SMS, Push) are determined by the set up of the Communication Type you have selected.
   
   Content needs be recorded in all communication methods displayed before a message can be Generated. The red X will be replaced with a green

   tick when content is recorded in that type.
   
   

2. Communication Subject
   
   

3. General formatting tools
   
   

4. Customised text input tool e.g. Dear ‘Sally’
   
   
   

    

5. General message content.
   
   

How to add an attachment:

Attachments can be attached to Email, SMS, and Push communications.

Attachments to SMS and Push notifications are provided as clickable links.

1. Select the attachment/s by either Dragging and Dropping the file, or selecting the file/s.
   
   

2. Your selected file/s will be added to your communication and listed separately.
   
   

3. Attached documents can be deleted, and re-attached as needed.