(SM-6) Changing Messages Already Sent

Sometimes you may find you have created a message for your attendees which you send, and then realise you need to change the content and send the message again.

It is important to know that if you change an activity's message contents (such as Payment Reminder or Joining Instructions) and then click the [Resend] button when viewing the already sent message, it will send the original message again, and not the updated one.

Here are the steps to take, depending on the type of message you are sending.

Attendee Message

The Attendee messages are:

• Place Booked

• Joining Instructions

• Just Before

• Just After

• Custom Messages

To modify and re-send an attendee message:

• Create a new message in the Custom Messages area of the activity

• Send this new message to your attendees from the Bookings - Messages area

Invoice Messages

These messages are:

• Payment Due

• Payment Reminder

• Payment Overdue

• Invoice Copy

To modify and re-send an invoice message:

• Update the message inside your activity (or in Default Messages if it relates to a non-activity invoice)

• Send this new message to your client(s) using the same method you used previously

The new message content will be sent.

Payment Messages

There is one type of payment message:

• Payment Received

To modify and re-send the Payment Received message:

• Update the message inside your activity (or in Default Messages if it relates to a non-activity invoice)

• Go to Finances - Invoices & Payments

• Find and open the payment you want to resend the message for

• At the bottom of the Payment Window, click on [Send the Message Again]

• Click on [Close Window]

The new message content will be sent.

Sending an Updated Non-Activity Message:

In this case you simply need to go through the process of re-creating a new message and sending it in the usual way.

Summary

We have seen how to re-send updated messages in four different ways, for attendee, invoice, payment and non-activity messages.

Chapter Complete

Congratulations!

We have now discussed all the possible ways of sending messages and dealing with changes we may need to make to message content or because a message failed to be delivered.

If you are working your way through all of the documentation material then after a well earned break, you can move onto the next chapter, which is about managing your contact informatipn.