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Portal, branding and communication

Send announcements

Email an update to everyone, to groups or to selected clients, show it in the portal and read a delivery report.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Write and send

  1. Open Announcements and choose New announcement.
  2. Enter a subject and write the message. Markdown works, and the preview tab shows how it will look.
  3. Choose the audience: everyone, groups or selected clients.
  4. Optionally attach documents. They stay internal files, and recipients download them through the announcement.
  5. Send.
Audiences
AudienceWho gets it
EveryoneAll prospects and active clients. Leads and archived clients are never included.
GroupsMembers of the groups you choose.
Selected clientsOnly the clients you pick.

What recipients get

  • An email in your branding, and a copy in their portal under Announcements, with an in-app notification.
  • Clients who turned announcement emails off are marked skipped in the report but still see it in the portal.

Delivery report

Open an announcement for one row per recipient with its state: queued, sent, suppressed or skipped, and opened if you turned on email tracking in Defaults. Suppressed means the address bounced before. See Notification emails and bounces.

Limits

  • Up to 100 recipients per 24 hours during the free trial and 5,000 with a subscription.
  • Viewers cannot send announcements.
  • While your organization is read-only, announcements are paused.

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