Messaging

The Messaging section is where you create and manage all outbound communications — one-time broadcasts, automated journeys, and reusable templates.

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Broadcasts

A broadcast is a one-time message sent to a segment of your audience.

To create a broadcast:

1. Go to Messaging → Broadcasts
2. Click New Broadcast
3. Choose a channel: Email, SMS, or in-app
4. Select the audience segment to send to
5. Write your message content (or insert a saved template)
6. Choose Schedule for a future date/time, or Send Now

Broadcast results appear in Reporting after delivery.

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Journeys

Journeys are automated multi-step workflows triggered by a user action or event.

Common journey types:

• Onboarding sequences for new sign-ups
• Drip email series
• Re-engagement flows when a user goes inactive
• Post-purchase follow-ups

Building a journey:

1. Go to Messaging → Journeys
2. Click New Journey
3. Add a Trigger node (e.g. "User signs up", "User is added to segment")
4. Add Message nodes, Wait steps, and Condition branches
5. Connect the nodes to form the flow
6. Set the journey to Active to start enrolling users

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Templates

Templates are reusable message bodies you can insert into broadcasts or journey nodes.

Creating a template:

1. Go to Messaging → Templates
2. Click New Template
3. Choose the channel (Email, SMS, in-app)
4. Write the content — use {{variable_name}} for personalisation (e.g. {{first_name}})
5. Save — the template is now available to select in any broadcast or journey

Supported variables:

• {{first_name}} — recipient's first name
• {{last_name}} — recipient's last name
• {{email}} — recipient's email address
• {{company}} — the company field from the contact record
• Any custom property you have defined on your contacts