How Do I Create a Scheduled Message Using a Template? (Desktop)

Follow these instructions to create a scheduled message using a template:

1. In the menu that appears on the left side of your "Dashboard," click the "Scheduled" tab 
   
   
   
   
2. Click the "+Message" tab to create a new message
   
   
   
   
3. Click the "Person Icon" in the "To" field 
   
   
   
   
4. In the "Search Bar" begin typing the name of the contact you'd like to send this message to 
   
   
   
   
5. In the list, find and click on the correct client 
   
   
   
   
6. Click on the "Calendar Icon" to open the calendar view
   
   
   
   
7. In the calendar, click the date you'd like to schedule the message for 
   
   
   
   
8. In the "Time" field, click on the "Clock Icon"
   
   
9. Select the time you would like to schedule the message for
   
   
   
   
10. If you would like to schedule for this message to go out multiple times, click the downward arrow in the "Frequency" field
    
    
    
    
11. In the drop-down bar, select how often you would like this to go out (Just Once, Daily, Weekly, Monthly, Annually, Quarterly, Semi-Annually)
    
    
    
    
12. Click the "Select Template" link at the bottom left of the "Message" field
    
    
    
    
13. From your list of templates, click the template you would like to use for this scheduled message
    
    
    
    
    
14. Click "Save" to save your scheduled message