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Filter Scheduled Messages in the Omni-Channel Inbox

Learn how to view, filter, and manage all scheduled messages in one place.

Maria Cairns avatar
Written by Maria Cairns
Updated yesterday

Why it matters

Filtering scheduled messages helps you stay organised and ensures that no upcoming messages are missed. This is especially useful when managing many conversations across multiple channels.

Key Concepts

Scheduled tab: A dedicated view that lists all pending scheduled messages.

Channel filter: Filters scheduled messages by their sending channel.

Date filter: Filters scheduled messages by date or date range.

Scheduled message actions: Buttons that allow you to edit, delete, send now, or open the conversation.

Step-by-Step: Filter Scheduled Messages

  1. Open your Inbox.

  2. Click the Scheduled tab in the left-hand menu.

  3. Use the channel filter dropdown in the top bar to filter by channel.

  4. Use the date filter on the top right to filter by scheduled date or date range.

  5. Review the updated list of filtered messages.

Step-by-Step: Manage Scheduled Messages from the Filtered View

  1. Review the actions available for each scheduled message entry.

  2. Click the pencil icon to edit or reschedule the message.

  3. Click the arrow icon to send the message immediately.

  4. Click the bin icon to delete the message.

  5. Click the speech bubble icon to open and view the conversation.

Tips and Best Practices

  • Use channel filters to focus on messages for a specific integration.

  • Apply date filters when preparing for a particular day’s scheduled communications.

  • Review each scheduled message’s preview to confirm content, date, time, timezone, channel, and recipient.

  • Open the conversation before editing if you need to review the message context.

Troubleshooting

Issue

Possible Cause

Fix

No messages appear after filtering

Filters are too narrow or exclude all messages

Clear filters or adjust the channel or date range

Cannot edit a message

Message is already sent or expired

Check the message status and confirm it is still pending

Filters not updating

Browser issues or cached data

Refresh the page and try again

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