Message Recipients

You can select Message Recipients before or after you launch the New Message Tool. Then, you can further filter and select recipients that you want to send a message to.

Select Before Launching

If you select recipients on a page before you launch the tool, recipients display as a group of records in the field above Recipients.

Example showing a selection of Participants that was made before launching the New Message Tool

Select After Launching

If you launch the tool first, the page you're on displays as a drop-down list. This determines which records you can select as recipients.

Note: If you started from your Home page, this list defaults to Contacts. To display in this list, a page must have a Contact ID or be configured to appear in Global Search.

Example showing the drop-down list with options for Contacts, Events, Groups, and Publications

Click the field beside the drop-down list to see the relevant records, and select the recipients you want to send your message to. You can also search for and select the records.

Example showing the Contacts drop-down list with individuals selected

Further Filter Recipients

After you make your selections, use the options in the Recipients drop-down list to further filter the records you send. The list presents related records based on tab views.

Example showing the Groups drop-down list with one group selected and the Recipients drop-down list with options for Current Participants, Future Participants, and Past Participants

To display in this list, you must set Messaging View to Yes for the Sub-Page View record, located under System Setup > Sub-Page Views.

Example of the Current Participants Sub Page View record with the Messaging View field set to Yes

What would you like to know more about?

Message Recipients

Select Before Launching

Select After Launching

Further Filter Recipients

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