Video Walkthrough
Access Announcements
There are two ways to start a new Announcement:- Select Announcements from the Messages menu and create a new Announcement.
- Select the green New Message button and choose the option to create an Announcement.
Select Your Recipients
The first step is deciding who should receive your Announcement. You can build your audience using:- Select Tags — Build an audience using Tags assigned to your contacts.
- Select Contacts — Search for and select specific contacts individually.
- A combination of both — Use Tags to build your larger audience and individual Contacts as needed.
Select Recipients Using Tags
Under Select Tags, you can choose who should be included in your audience and who should be excluded.Include Contacts With These Tags
Use Include contacts with these tags to select the Tags belonging to contacts you want to receive the Announcement.Exclude Contacts With These Tags
Use Exclude contacts with these tags to remove contacts from your selected audience.- Include:
Current Customers - Exclude:
Service Paused
Current Customers and Service Paused will not receive the Announcement.
Match Any vs. Match All
When two or more Tags are selected within the Include or Exclude section, you can choose Match Any or Match All.Advanced Targeting
Need a more complex audience? Select Use advanced builder. Advanced Targeting allows you to create more specific Tag combinations using:- Any of these
- All of these
- Not this
Select Individual Contacts
Choose Select Contacts to select recipients individually. Search for contacts by name or phone number and select the contacts you’d like to include. This can be used on its own or in combination with your Tag selections.Review Your Recipient Counts
As you build your audience, Captivated displays three boxes to help you understand who will receive the Announcement:- Does Contacts Selected make sense based on the Tags or Contacts I chose?
- Are there unexpected Non-Deliverables?
- Is Estimated Recipients approximately how many people I intended to reach?
Compose Your Announcement
Once you’ve confirmed your audience, you can compose your message. Add an optional Title to make the Announcement easier to identify later. You can then either:- Type a new message directly into the message field, or
- Select a previously created Template.
{{salutation}}.
You can also choose whether to Include your signature at the end of the message.
Add Attachments
Use the attachment option to include supported images, documents, or other files. If you’re sending an image via MMS, keeping the file around 500 KB or less can help improve compatibility and deliverability across carriers and devices. When attaching a document, use a short, recognizable file name that helps the recipient understand what they’re opening. Learn more about Sending Attachments.Review Your Character and Segment Count
As you compose your Announcement, Captivated displays your Estimated Character Count and information about how your message will be segmented. SMS messages are billed and counted by message segment, not simply by the number of recipients. Standard-character SMS messages can contain up to 160 characters in the first segment. Longer messages are divided into additional segments. Emojis and certain special characters can change the message’s encoding, resulting in fewer characters fitting into each segment. Captivated will alert you to this as you compose your message.Why Segment Count Matters
Every segment is sent to every recipient. For example, if you send an Announcement to 500 recipients:Select Your Sending Channel
Under From Channel, select the Captivated Channel you’d like the Announcement to be sent from. Make sure you’re sending from the correct Channel and phone number, particularly if your organization has multiple locations, departments, or texting numbers. Captivated will also display an Estimated Send Time based on your Announcement and selected audience. Larger Announcements may take time to complete based on audience size, message type, carrier throughput, and other messaging factors.Confirm Messaging Requirements
Before sending or scheduling your Announcement, Captivated requires you to acknowledge the messaging requirements displayed on the page. By enabling the acknowledgment, you are confirming that your message complies with Captivated’s Terms and Conditions and applicable messaging requirements.Final Review Before Sending
Before selecting Send, stop and review your Announcement one final time. Verify all of the following:- Audience — Did I select the correct Tags and/or Contacts?
- Exclusions — Did I exclude everyone who should not receive this message?
- Estimated Recipients — Does this number make sense?
- Message — Is the wording, spelling, and information correct?
- Merge Fields — Will personalization populate correctly?
- Links & Attachments — Are they correct and working?
- Segments — Am I comfortable with the message usage based on my recipient count?
- Channel — Am I sending from the correct phone number?
- Consent — Are these contacts eligible to receive this type of message?
- Timing — Is this an appropriate time for recipients to receive the message?
Preview Your Announcement
Select Preview to review your Announcement before sending. Depending on the Merge Field, the preview may display the Merge Field placeholder rather than an individual contact’s populated value. The appropriate value will populate when the Announcement is sent. For important or large Announcements, consider sending a test message to yourself or a small internal group first to confirm that the message, links, and attachments appear as expected.Send Now or Schedule for Later
When you’re ready, choose:- Send — Begin sending the Announcement immediately.
- Schedule — Schedule the Announcement to send at a future date and time.
Sending Immediately
Once you select Send and the Announcement begins processing, it cannot be unsent or recalled.Scheduling an Announcement
If you don’t want the Announcement to send immediately, select Schedule and choose a future date and time. Scheduled messages can be managed before they’re sent. Learn more about Scheduling Messages.After Sending an Announcement
Once an Announcement has been sent, Captivated displays information about the send, including messages sent and messages that failed. You can also download available Announcement data to a CSV for additional review. Recipients’ replies return to Captivated as individual conversations. Recipients do not see one another or anyone else’s responses.FAQs
Can I unsend an announcement? I made an error and sent the wrong message or to the wrong group.
Can I unsend an announcement? I made an error and sent the wrong message or to the wrong group.
How do I make sure I'm sending to the right people?
How do I make sure I'm sending to the right people?
What happens if a contact has both an Include Tag and an Exclude Tag?
What happens if a contact has both an Include Tag and an Exclude Tag?
What's the difference between Match Any and Match All?
What's the difference between Match Any and Match All?
How many recipients can I send an Announcement to?
How many recipients can I send an Announcement to?
How many messages from my plan does an Announcement use?
How many messages from my plan does an Announcement use?
Do recipients see other recipients or their replies?
Do recipients see other recipients or their replies?
Can I send another message from an existing Announcement?
Can I send another message from an existing Announcement?
Can I send a group text where everyone sees each other's replies?
Can I send a group text where everyone sees each other's replies?