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Messages 101 - Watch Video
Messages are one-way, recipients can not reply to your messages.
Send congratulations
Recognize milestones and top performers
Share operational updates and more!
Messages can be sent to your entire or team or a handful of individuals, and you get read receipts!
Start a Message Blast from your dashboard
There are 3 ways to start a message blast from your dashboard
From any trainee list
From any trainee user page
From the Messages page
Let's dig into each one
Trainee List
From the People page, click the checkbox next to one or multiple names - this will unlock a menu bar at the bottom of the screen with multiple actions. Click the Message button, then create and send your message
Trainee User Page
Click a name from the trainee list to reveal the trainee user page. Click the "Message" button to the right of "Edit" then create and send your message
Messages Page
From your Messages page, click the blue "New" icon.
Send a Message blast
Once you've initiated a message blast, a "Send Blast" modal will appear on your screen with the following sections
Locations and Roles
People
Message Block (emojis, media, personalization)
Translation
Scheduling
Notifications
Let's dig into each one.
Locations and Roles
Click the "Locations and Roles" bar, and a drop down menu will appear.
You can either use the search bar, select "all locations" or select any individual location(s)
Click "Next" or click "Roles", and either search for a role, select "all trainees", "all managers" or "all admins", or select any individual role(s).
The selections you've made will appear in the bar at the top e.g. "Baristas and Bartenders in All Locations"
People
If you want to message an individual person, click the "People" bar, and either use the search bar or select from the drop down.
Message Block
The message block is where you type your message, and personalize the content.
If you are sending a message to multiple people and want to address each individual by name, type "{{name}}" in the message field and our system will auto-fill each recipient's first name when they receive the message.
You can use a variety of rich text options - bold, italics, bullets and numbered lists.
Click the landscape icon to add media - you can include an image, gif, video, audio file or document in your message.
Add emojis to your messages to keep things light, fun, and engaging. Click the smiley face in the bottom right-hand corner of the message field to pull up an emoji menu.
Translation
If you've toggled any language other than English on the Languages tab of your Settings page, you will see a translation icon on the bottom left of your "Send blast" modal. Clicking this button will show you the translation of your message.
If you have more than 1 language toggled on, you can click the language drop down on the blue bar and pick the language you want to see translated
As you enter your message into the English language field at the top of the modal, the translated version(s) will appear in the message field(s) below in real time.
Scheduling
The default setting for all messages is to send immediately. However, you have the option to schedule your message for a particular day and time.
Click the "Scheduled" button in the bottom left-hand corner of the modal and select the day and time that you'd like to send your message
Notifications
The default setting for all messages is to send only once. However, you have the option to set a daily reminder to anyone who has not opened the message.
Click Notifications and select Daily Reminders, and pick what date the reminders will end (this is a required field - use this function for time sensitive messages (e.g. new menu items, compliance training requirements)
Good To Knows
When you send a message, recipients are made aware that the message came from you - your name will appear as it was entered when you signed up.
Messages are one-way. Trainees can not respond
If a trainee has not downloaded the app, they will receive a text message instead, to their registered phone number
Your entire message history lives on the Messages page
Send something by accident? You can permanently delete unwanted messages from the inbox. Admins have the ability to delete any messages sent across the org. Managers can only delete messages they've sent themselves.