Send Messages (Emails or Notifications)

PTOffice provides two different methods to help increase communication with your contacts. You can send an email message or an in-app notification out to all of your contacts at any time. In-app notifications appear as an alert style icon on a user's profile image when they log into their PTOffice profile.

Here's how to send a message:

  1. LOGIN to PTOffice
  2. Choose MESSENGER from the hamburger menu in the upper left-hand corner
  3. Choose NEW MESSAGE by clicking on the orange button towards the upper right-hand corner of the table
  4. Click on the message type you wish to send - EMAIL or NOTIFICATION

If sending an EMAIL...

  1. Add a FROM name such as your personal name or title within the organization
  2. Choose who you'd like to send your message to by clicking the SELECT RECIPIENTS button and checking off the various groups and contacts you wish to message. Note: Checking the Save as New Group option will create a new Group in the CONTACTS module for your future reference
  3. Add a REPLY TO email address. This is the email address you wish your contact's responses to go to when they click "reply" on your message.
  4. Add a SUBJECT that is accurate, but not 'spammy' to help avoid going to your contact's SPAM folder
  5. Click the ADVANCED EDITOR button to open our drag and drop email creation tool. Otherwise, simply begin typing your message in the text box below.
  6. Once you have finished crafting your message, you can SAVE IT FOR LATER, PREVIEW or SEND your message (now or at a later scheduled time) by choosing the options at the bottom.

If sending a NOTIFICATION...

  1. Add a FROM name such as your personal name or title within the organization
  2. Choose who you'd like to send your message to by clicking the SELECT RECIPIENTS button and checking off the various groups and contacts you wish to message. Note: Checking the Save as New Group option will create a new Group in the CONTACTS module for your future reference
  3. Add a SUBJECT that is accurate, but brief
  4. Begin typing your message in the text box below
  5. Once you have finished crafting your message, you can SAVE IT FOR LATER, PREVIEW or SEND your message (now or at a later scheduled time) by choosing the options at the bottom.

Your notification will appear next to your contact's profile image in the upper right-hand corner as a number alert the next time they log in - similar to app alerts on a mobile phone.

Good to know:Message statistics can take a while to build, so give your message a few hours before expecting to you various statistics.

Do NOT use emojis in the title or subject line as the email will not send properly. If you add these special characters and schedule for a later send, the system will not push the emails/notifications as planned.

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