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Messages

Handle client conversations, broadcasts, and delivery activity.

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5 step-by-step guides

  1. 1Reply from Inbox and start contact from a client or leadContinue an existing conversation in Inbox or begin a properly connected email or SMS from the person's dashboard record.Available when your position includes Inbox access and the recipient has an eligible contact method.
  2. 2Use Inbox statuses, views, drafts, stars, and archiveOrganize conversations by what needs attention, find saved or sent work, and archive only when the active work is finished.Available when your position includes Inbox access.
  3. 3Understand unavailable email or SMS and enable client communicationsFind the reason a channel is unavailable, finish sender setup, and deliberately authorize the messaging features your school intends to use.Owners and admins can review setup; only authorized roles can enable school-wide client communications.
  4. 4Create, test, or schedule a broadcast and choose its audiencePrepare a one-time operational or marketing message, preview eligible recipients, test it, and approve a send.Available to people with permission to create broadcasts; approval and sending require send approval access.
  5. 5Review delivery results and activityRead broadcast totals, distinguish provider handoff from delivery, and investigate failed or suppressed recipients.Broadcast results require broadcast access; provider Activity is available through Communications settings.