Sending News message / Dashboard message

If you have a Pro Account, you can easily create and send news messages. 

To send a news message to your clients or members, follow these steps: 

  1. Go to  Marketing 
  2. Click on the  Create news item button 
  3. At Type select  News message 
  4. Enter subject and greeting then write your message 
  5. You can add images (through the picture icon on the right), you have to add them as a URL (you can use a (free) online tool to convert an image into a URL, such as: https://postimages.org/) 
  6. You can add links to external documents or web pages with the second of the right button (Link icon): select a word within your message > click the link icon > insert the link (make sure that if this is a google doc people can access the doc through the link)
  7. Under 'Send to', select i.e. All clients 
  8. Indicate whether you want to email the message to everyone or only show it in the App 
  9. Click the  Send message button 

Graphical user interface, text, application, email Description automatically generated

NOTE: When you send the news message by email, the message will only be sent to clients or members who have 'Newsletter' enabled. Clients can indicate this during checkout of a product or via Profile in the client portal/app. 

If you have a  Pro Account, you can easily create and send news messages. 

To send a Dashboard message to your clients or members, follow these steps: 

  1. Go to Marketing 
  2. Click News items > Button create news item 
  3. Select Dashboard message
  4. Write your message (max. 200 characters) 
  5. Insert a link through the link icon if desired (see instructions above)
  6. Select what your target group is
  7. Click Submit