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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Send a Message in CivicSend

  • Updated:

Important Notes

  • Publishers can only send messages in CivicSend for categories for which they have permission. Authors cannot send messages, but they can save and submit them for approval.
  • Certain browser extensions, such as Grammarly, can cause issues with CivicSend messages by adding additional formatting code that is not evident during editing. This additional formatting may show up in the final message.
  • The SMS (Short Message Service) channel in CivicSend is not supported for Canadian sites.

 

Who can use this feature?

System Administrator | Owner | Publisher

 

Instructions

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select CivicSend
    The URL labeled CivicSend.
  3. In the default New Message screen, enter a brief, descriptive Subject headingThe text field lableled Subject.
  4. Select your desired Channel(s)
    The buttons labeled Email, SMS slash Tetx, Facebook, and Twitter under the Channels header.
    • Email: The Message will send via email
    • SMS/Text: Message will send via text/SMS
    • Facebook: The message will post to your Facebook page
      The button labeled Sign in With Facebook in the pop up box.
      Note: A pop-up window will appear and prompt you to sign in. You will not select your specific Facebook page information until later.
    • Twitter: The message will post to your Twitter feed
      The button labeled Sign in with Twitter in the pop up box.
      Note: A pop-up window will appear and prompt you to sign in. You will not select your specific Twitter account information until later.
  5. Choose the Message Type you want to send
    The buttons labeled Template and Quick Message under the Message Type header.
    • Template: Allows you to add photos, text, columns, and a customized layout
      Note: This is primarily for items such as Newsletters and Press Releases.
    • Quick Message: Allows you to send a text-only message to your subscribers
      Note: This is primarily for quick updates on closures, openings, and other messages that do not require photos or additional content.
  6. Select the Subscriber List you would like to send it to
    The drop down labeled Subscriber List.
    Note: If you are selecting multiple lists, lists that have no new subscribers to add will not appear. Example: If you send a message and select the list with 50 people, including Bob and Karen, and then attempt to send it to the list that only Bob and Karen are on, it will no longer be available to select.
  7. Select the Sender Name you would like this message to be sent from
    The drop down menu labeled Sender Name.
  8. Select Continue
    The button labeled Continue in the bottom right corner of the page.
  9. Create your message based on the message type
  10. Select Save & Continue
    The button labeled Save and Continue in the bottom right corner of the page.
  11. Choose your Send Options
    The boxes labeled Send Test and Print, and the checkbox labeled Schedule Your Message to be Sent Later.
    • Send Test: Sends a test message to preview your content; a prompt window will appear to enter an email address for the test message
    • Print: Allows you to print the message
    • Schedule Your Message to be Sent Later: This allows you to schedule the message to send out at a future date and time
      The month, date, and year and time fields.
      Note: Whenever a CivicSend message is scheduled, this schedule applies to all social media posts too.
      You can schedule the same message to send to all selected channels up to three times. Once scheduled, the messages will be saved separately to be edited, rescheduled, or canceled separately.
    • Send Now: Sends the message now
      The button labeled Send Now in the bottom right corner of the page.
      Note: Remember to review your subscriber list before the message sends.

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1 comment

Date Votes
  • Tom Sluis

    How is a draft saved?

    0

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