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Schedule a Message
Click Schedule in the Navigation Menu.
Click Schedule Task.
Click Message.
Write your Message.
Or select Attachment to send an image or PDF.
Make your Audience and Timing selections.
Click Save
Message Audience Selection
Tags
When you select one or more tags as your audience, your message will be sent to all contacts associated with those tags who are linked to you as their primary or secondary advisor.
This includes contacts where you are assigned as an advisor or team member.
It’s a quick and efficient way to send messages to multiple clients at once!
Contacts
When you choose individual contacts as your audience, you have full control over who receives your message.
Simply select one or more specific contacts from your list by typing in their name. This is ideal for sending personalized messages or content to a particular client or small group, ensuring your communication reaches exactly who you want.
Contact Type
When sending a message to a specific Contact Type—Client, Prospect, or Lead—the message will be delivered to all contacts of that type associated with you, whether you're listed as their primary advisor or as a member of their advisory team.
This makes it easy to reach full segments of your book.
Message Timing Selection
With message timing selection, you have two options for when your message is delivered:
Send Now: Your message will be sent immediately to your selected audience.
Schedule: Choose a specific date and time for your message to be delivered, allowing you to plan and send it at the right moment.
This flexibility gives you greater control over your communication, making it easier to manage your messaging.
Schedule Group Messaging
Firms that use system-created Team-based Group Messaging can now schedule messages to these group threads through the Schedule page or include them in Campaigns. This allows you to coordinate communication across multiple clients automatically when a group thread exists for the contact.
Scheduling Group Messages
You can schedule group messages directly from the Schedule page using the same workflow you already use for tasks:
Navigate to Schedule in the web app.
Click Create Task.
Select Group Message as the task type.
Choose the recipients using Contacts, Tags, or Contact Type.
Compose your message.
Select the delivery time (send immediately or schedule for later).
Click Save.
If a system-created team group thread exists for the selected contacts, your message will automatically be sent to that group thread.
What “System-Created” Means
System-created group threads are automatically generated by the platform when a Team is assigned to a contact during activation. These threads link the contact with all members of their assigned Team, allowing advisors and staff to communicate within a shared group message.
Only these system-created Team group threads are supported for Group Messaging in Schedule and Campaigns. Custom or manually created group chats are not included.
View Delivered Messages
To view messages that have been delivered, simply navigate to the Messages module from the sidebar menu.
From there, you can access all messages delivered to your contacts. This gives you a clear view of your communication history and allows you to review past messages with ease.