Sending instant platform communications

How to send custom one-off messages to your employees from CultureAI

If you'd like to send one-off messages to your employees, you can do this from your CultureAI dashboard.

You can use this feature for sending employee's updates about CultureAI, or testing the formatting of JIT notifications.

Steps

1. Login to your CultureAI admin dashboard
2. Click the settings cog along the top bar of the dashboard
3. Click into the "Communications" tab along the side bar 
4. Click into the "Send Custom Message" tab
   
5. Click the "New message" button
   A new window will pop up where you can create your one-off notification 
   
6. You have a few options for setting up your notification, we'll go through them below;
   
   Send to - Who you'd like to send the notification to. You can send to all your employees in CultureAI, or select groups that you've created
   
   When to send - When you'd like the notification to be sent. You can send the notification instantly, or schedule a date and time to send the notification
   
   Message - The body of your notification. Here you can type out your message.
   
   Send message via - The channel you'd like to send your notification via. You can currently choose between Email, or Slack
7. You also have the option to use some merge tags in your message, please click here to see further details on using merge tags
8. If you want to send the message right away without saving it, click the "Send message" button
9. If you'd like to save this message for future re-use, click the "Save as template"
10. Choose a name for your template and click "Save"
    
11. Your template will then appear in your custom messaging tab
    
12. Click on the "Use Template" button to open up the message, where you can further edit it if needed
13. Click the "Send Message" button to send out your notification