Desired Recipients may be pre-selected or selected using the Recipient Search to determine who the Message will be delivered to. Either method of selection may be further refined using the Recipients List. 

Pre-Selected on a Page

1. Navigate to any Page
2. Select records or choose a saved Selection
3. Action Menu > Message
4. Send message as usual

Recipient Search

You can also launch the New Message Tool without making a selection. The current Page will appear as a drop-down preceding the Recipient Search and determines which records are available. Simply search for and select desired Recipients or launch the pick-list to create or retrieve a Selection. 

1. In Recipient Search, search for a record. Search syntax should follow the title displayed on this type of record (for example, start with Last Name for a Contact or Group Name for a Group). 
2. Select the record
3. Repeat as desired. 

or

1. Select the spyglass
2. Create a Selection or choose a previously saved selection from the page
3. Confirm Selection

When the New Message Tool is launched, the current Page automatically appears to the left of Recipient Search. The current page must have a Contact ID Field populated to enable send. In addition to the current Page, the Page drop-down will always contain Contacts as well as any Pages which are configured to appear in Global Search.

Recipients List

The Recipients List allows Users to select related Recipients based on Page/Subpage relationships. This list compiles all Subpage Views for Subpages associated with the selected Page where Messaging View = True. The chosen View will be applied to all selected records above. 

For example, a User may want to send a Message to all current Participants of a particular Group:

This could be accomplished on the Groups page, for example:

1. Groups > Open Group Record
2. Action Menu > Message
3. Select the Recipient List

Recipients List Views 

A SPoC can configure any Subpage View to appear in the Recipients List by setting Messaging View = True.