Send a message to selected individual users through the User Messages dashboard

You can send a message to specific users through two dashboards in the Provider Administrator portal:

• Enrolled Users
• User Messages

In addition to the message title and details, you can:

• Choose one or more channels (Message center, push notification, email) to send the message through.
• Set a date/time to deliver the message.
• Set a date/time the message will be deleted from the Message Center within the Policyholder portal.
• Send an attachment to both broadcast and single messages when one of the delivery channels is Email.

To send a message using the User Messages dashboard:

1. Go to the User Messages dashboard.
2. Select Create Broadcast Message.
3. In the dropdown list under Broadcast Messages, select Selected Individual Users.
4. In the Select Individual Users dialog box, select the rows of one or more users as recipients of your message. The checkbox next to each user’s name will fill to confirm you selected them. Select again to deselect. The checkbox will clear.
5. Select Confirm. The number of users selected will display next to the field.
6. Type a title in the Message Title box.
7. Type your message in the Message Details box.

Note: Both the Message Title and Message Details fields are required. An error correction alert will appear if you try to send a message without completing one or both of these fields.

8. Type a Broadcast Name. This is optional.
9. Under Choose the channels to deliver this message: Select one or more of the following options:
   • App Notification: Send the message to the Policyholder portal.
   • Push Notification: Send a notification to the enrolled user’s phone.
   • Email: Send the message via email.
   • Text Message: Send the message via text message.

Note: For push notifications to work, the enrolled user has to turn on notifications on their phone. For text message to work, the enrolled user has to accept the Consent to Text under their Account profile. You can also send an attachment to both broadcast and single messages when one of the delivery channels is Email.

10. Select the Send at a specific date/time checkbox to choose a future date and time when the message should be delivered. This is optional. To schedule a specific date/time delivery:
11. In the Choose the future date and time when the message should be delivered: box, select a date on the date picker calendar.
12. Select a delivery time on top of the date picker calendar.
    1.  Select OK, press Enter/Return, or select outside of the date picker calendar to commit your selection and close the picker.

Note: Messages will be sent during the next processing window, which may not align exactly with the time selected.

13.  Select Dismiss date/time to choose the date and time when the message will automatically be dismissed from the Message Center. This is optional. To schedule a dismiss date/time:
    1. In the Choose the date and time when the message will automatically be dismissed from the Message Center: box, select a date on the date picker calendar.
    2. Select a delivery time on top of the date picker calendar. Select OK, press Enter/Return, or select outside of the date picker calendar to commit your selection and close the picker.

Note: This applies only to messages in the Message Center within the Policyholder Portal. Messages will be deleted during the next processing window, which may not align exactly with the time selected.

14. Select Send.
15. On the Broadcast Message dialog box, select Send again to confirm.
16. A confirmation dialog box will appear, stating Success The message(s) will be delivered soon.