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Sending messages via smartlists

In this guide, we’ll walk through how to send a message to a specific group using smartlists.

François P. avatar
Écrit par François P.
Mis à jour cette semaine

What’s new with our communication tool?

The Communication Drawer V2 is made up of three key components that work consistently across different contexts:


1. Communication Filters

💡 Communication filters help you control the messages you want to see in the Message Thread, but don’t affect how messages are sent.

For example, if you’ve filtered the thread to display only SMS messages, you can still send an email. After sending, you’ll see a notice: "The communication you have just sent is hidden by the active filters."

2. Message Thread

3. Communication Sender

Sending a message to your Smartlist

There are three ways to open the Communication Drawer from the Smartlist detail page:

  • Send a message (at the very top of the page): Use this to send a direct message to all members currently in the Smartlist.

  • + Add (Entry): Set up an automatic message for when someone joins the Smartlist.

  • + Add (Exit): Set up an automatic message for when someone leaves the Smartlist.

No matter which option you choose, the Communication Drawer V2 opens with the same interface. What changes is the audience: who the message will be sent to.

Once the drawer appears, click Send a message again to choose your message type.

Here’s how to send a standard message using the Communication Drawer:

  1. Scroll to the top and click Send a message.

2. The Communication Drawer V2 will appear. Click Send a message again to access message types.

Message options

  • Option A: Send a plain email

    1. Enter a Subject

    2. Write your message in the Body

    3. Click Send for your members to receive the email

  • Option B: Send an SMS (if enabled)

    1. Click on the SMS button

    2. Write your message (160-character limit)

    3. Click Send for your members to receive the SMS

  • Option C: Use an email template

    1. Click back on the Email icon

    2. Select Email template

    3. Add an Email Subject

    4. Use the dropdown to choose your template.

    5. When you’re happy with your selection, click on Confirm and send the email

    Option to preview templates again

    • In case you want to review the whole email again, you have the option of selecting the preview button to see the whole thing again

    • You can then close it again by clicking on close

    Scheduling Messages

    1. Click Schedule the message.

    2. Choose a Date for when you want your email to be sent

    3. Pick a Time you want this email to be sent

      Note: You cannot schedule messages less than 5 minutes in advance. You'll also see a warning if you're sending during the studio’s off-hours.

      4. To confirm the time you want to send your email, click Schedule


    Once scheduled, your message will appear at the top of the Smartlist. Click See all to manage scheduled communications :

Now you're ready to send targeted messages with ease using Smartlists!

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