Create a Prepared Message

Goal

Save an email or SMS message as a prepared message, so that you can send it as often as you need: manually, in Whiteboards, or through the API. For what prepared messages are and how you use them, see Prepared Messages.

Procedure

1. Open the message:

   • For a new message, go to Create New > Message and create an email or SMS message.

   • For an existing draft, go to Messages > Draft Messages, select Email or SMS, and open the message for editing.

2. Add or check the content, then click Prepare Sendout.

3. In the Configuration step, from Group, select the group that the prepared message belongs to.

4. From Action, select Save as Prepared Message.

5. Optional: To also use the message as a template for system messages, select Create System Message Template.

6. Click Save Prepared Message.

The message is saved under Messages > Prepared Messages and gets its own message ID (MID).

For the creation steps of each channel, see Create an HTML Email Message, Create a CMS Email Message, and Create and Customize SMS Messages.