Creating a message template (email or text) and creating a workflow to send it

Creating a message template (email or text) and creating a workflow to send it

If the message you want to distribute does not already exist in your message templates, first create the message starting with step #1 below. If the message already exists in your message templates, proceed directly to step #2 to create the workflow to send the message.

1. Create the message under Settings/Message Templates.
   1. Click the + sign
   2. Name your message
   3. Enter the subject for your message
   4. Select the Message Type:      
   5. Select the Notification Type:
   6. Craft your message under the Body field.  There are tags you can use for mail merge type purposes:
   7. Here is the completed message template for an email notification.
   8. Once complete, click Save.
2. Go under Settings/Workflow Configuration
   1. Click the “+” sign
   2. Enter a name of this workflow in the Name field
   3. Enter a description in the Description field
   4. Choose a Workflow Type:
   5. Choose a Notification Type (Customer Email or Customer Text):  
   6. Choose the message template you created in step 1 or the template that already existed that you want to send in the Message Template:
   7. Choose the dynamic group you want the message to go to:
   8. Do not select an attachment and uncheck recurring:
   9. Click Save.
   10. You will see the workflow you just created under Settings/Workflow Configuration (note that you may have to refresh for it to show).
   11. Once you are ready to send the message, click the green arrow to add the message to the queue for distribution. Please note, depending on system workload at the time, it can take some time for the message to go out.