How to send a message to a customer contact or an employee
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The written steps below already work. Come back to watch it.
How to send a message to a customer contact or an employee. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Outbox and press Compose message (or Compose message).
- Optionally filter contacts by customer or choose Start from a template….
- Pick the Recipient (customer contacts or employees). Leave Channel and Language on the recipient's preferred values, or choose them.
- Write the Subject and the Message. You can use {{customer}} and {{contact}}.
- Press Send (demo outbox).
Tip
If you see "Choose a recipient and write a message.", the recipient or the message text is missing. Available to office roles.