đ This article is for: Company Admins and Managers who publish messages on the Message Board.
â Available on: all plans.
Start a new message
Click New message in quick actions.
The message form opens. The main fields are on the left, and the settings for who sees it and how it is organized are on the right.
Creating and publishing messages is done on the web. The mobile app is for reading.
Add a title, description and content
Title and Description show on the message card and at the top of the message. Search looks at these two, so use words people will search for.
Content holds the message itself. Pick one type:
Rich text (default): formatted text with images, GIFs and video embeds.
PDF: upload a file up to 10 MB. It opens inside SalesScreen.
Video: upload a video up to 100 MB.
Link: a web address that starts with https://.
If your company has Scout AI, click Improve my message in the rich text editor to tidy up structure and formatting.
Choose who sees the message
Audience: choose teams, departments or cohorts. Pick one type per message, and as many of that type as you need. If you leave Audience empty, the message goes to everyone in the company.
Roles: limit the message to certain roles within the audience, for example managers only.
What you can choose depends on your role:
Company Admins can send to anyone, including the whole company.
Managers can send to the teams they manage, their department if they are a department manager, and cohorts they have access to. Only managers with access to all users can send to the whole company.
The audience stays up to date. If someone joins a team later, they see that team's messages. If someone leaves, they lose access.
Organize the message
Cover: a landscape image from Unsplash, your computer (up to 10 MB) or your image library. It shows on the card and at the top of the message.
Featured: shows the message first, ahead of newer messages, with a Featured tag.
Category: pick an existing category or type a new one. Everyone sees the category and can filter by it.
Tags: optional labels that only managers and admins see. Use them to find messages in Manage messages. Do not use tags for sensitive information.
Preview and publish
Click Save and Preview. The message is saved as a draft and you see it as your audience will.
Click Exit preview to keep editing, if needed.
Click Publish.
The message goes live right away. Everyone in the audience gets a notification in SalesScreen and a push notification in the mobile app. Drafts are only visible to you and your Company Admins, in Manage messages.
What if this doesn't work?
Publish does nothing: a message needs a title and content. For a PDF or video, check that the upload finished. For a link, check that it starts with https://.
I can't find a team or department under Audience: managers only see the teams, departments and cohorts they manage or have access to. Ask a Company Admin to publish it, or to check your manager access.
I changed the audience but new people weren't notified: notifications are only sent when a message is published. Editing a live message does not notify anyone. To notify a new group, copy the message, publish it to them, and archive the old one if needed.