Before you start

Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.

Require a configured channel, resources and eligible recipients. Promotional SMS needs marketing consent; content may be reviewed.

Step by step

Choose email or SMS and prepare content; add a subject for email.
Select an audience and review recipients.
Save a draft, schedule or request sending.
Check review status and results before repeating a send.

Usage details

Requires an owner or manager, configured channel and resources. Promotional SMS needs marketing consent separate from appointment consent. Opt-outs, content review and frequency limits apply; an audience selection does not guarantee sending to everyone.