This article walks through the basics of the Communication module: opening the module, choosing a message type, selecting recipients, composing your message, and sending it. Use this guide to send your first message and become familiar with the message list and message wizard.

Access the Communication Module

1. From the left navigation menu, select Communication.
2. The Messages list opens.
3. From here, you can search existing messages, filter by All, Sent, Received, Scheduled, or Drafts, and start a new message.

Start a New Message

1. From the Messages list, select New Message.
2. Choose a message type: Text, Email, or Voice.

Note: This article demonstrates the Email message type. Text and Voice follow the same recipient selection and send steps, with different message content fields.

Select Recipients

1. Under Who do you want to send it to?, select a recipient type:
   • Family: send to entire families.
   • Member: send to individual members.
   • Member Workgroup: send to a saved group of members.
   • Family Workgroup: send to a saved group of families.

1. In the list that opens, use the search field to find a recipient, or scroll to browse.
2. Select the checkbox next to each recipient to add. Selected recipients appear as removable chips; select the x on a chip to remove one.
3. Select Done, then select Next to continue.

Compose the Message

1. Enter a Sender Name. This name appears as the message sender to recipients.
2. Confirm or select the Reply-To Email address recipients will use when replying.
3. Enter a Subject for the message.
4. Enter your message text in the Message field. Use the formatting toolbar to bold, italicize, or underline text, create lists, insert links, or add attachments and images.
   • The paperclip icon adds a file attachment.
   • The image icon inserts an inline image.
5. Select Next to continue.

Preview and Send the Message

1. Review the Message Title, Recipients, and message preview for accuracy.
2. Select Send to send the message immediately, or select Schedule to send it later.

Confirm the Message Was Sent

After you select Send, you're returned to the Messages list. The new message appears at the top of the list with a status label (for example, Preparing) indicating its delivery progress.

September 04, 2026 00:44