Communicating with the Groups and Lists that you have of your people is the easiest way to relay information to specific groups of people within your organization.

This Article will provide step-by-step instructions how to communicate with your Groups and Lists.

If you haven't already created your Group or List, be sure to check out How to Create Groups & Lists before completing the steps below!


Step-By-Step Instructions

How to Communicate with Groups

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People and then Groups in the side menu.

Step 3: Scroll across the screen and select Send Email or Send SMS.

To schedule an SMS message to a group, select the group you would like to message. select the Schedule check box and set the date and time you would like your SMS message to be sent.

Step 4: Enter a subject and compose your email or Load Template
Scroll down and select Send Email

For more information on creating Email/SMS Templates, check out:

How to Communicate with Lists

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People and then Lists in the side menu.

Step 3: Select Send Email or Send SMS 

Step 4: Enter a subject and compose your email or Load Template
Scroll down and select Send Email

For more information on creating Email/SMS Templates, check out:


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