How to Send Drafted Messages
1. Click on the Inbox tab.
2. Click on the Drafts tab.
3. Click on a drafted message.
4. Complete the message.
5. Click Send.
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How to Send Drafted Messages
1. Click on the Inbox page on the left-hand side of the screen. 2. Click the Drafts tab. 3. Click on a drafted message. 4. Complete the message. 5. Click Send.
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
How to Send a Message (Desktop)
1. Click Add New in the upper-left corner of your screen. 2. Click Message. 3. Click the To field. 4. Click Select a Recipient and click on the employee's name that you want to message. 5. Click Select an Account and click on your account with which ...
How to Send a Message (Mobile)
Step-by-Step: Tap the plus sign (+) icon at the bottom of the screen. Tap Compose Message. Select a recipient and Account. Create a subject line and compose your message. Click Send. If the recipient responds to you, you will receive a push ...
Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...