Sending messages to a group rather than just an individual is a more efficient way to communicate. It ensures that relevant information is relayed to multiple people simultaneously, saving time and effort. This guide will walk you through the steps of sending a message to a group using SteepleMate.

Step 1: Manage Groups

1. Navigate to the Care Center

   • From the left navigation menu, click on Care Center.
   • Then click on Manage Groups.

2. Add or Select a Group

   • If you need to create a new group, click on Add New.
   • Alternatively, select an existing group.

3. Add Members to the Group

   • Click on Members.
   • To add a new person to the group, click on Add Person and fill in the details.

Step 2: Send a Message to the Group

1. Access the Messaging Feature

   • Navigate to the left navigation menu, click on Communicate.
   • Then click on Send Messages.

2. Create a New Message

   • Click on Create New to start composing your message.
   • Choose the type of message you want to send (Text SMS, Mobile App Chat, etc.).

3. Compose Your Message

   • Enter the Message Subject and set the delivery date and expiration date (if needed).
   • Type your message in the Message Text field.

4. Optional: Send via Mobile App

   • If you prefer to send the message through the mobile app (where possible), click the box for Send to mobile app instead when possible.

Step 3: Select and Send to the Group

1. Select the Group

   • Click on Groups to choose the group(s) to which you want to send the message.
   • Click on the name of the group(s) to include them in the message recipient list.

2. Continue and Send

   • After selecting the group(s), click Continue to review the details.
   • Once everything is ready, click Send Now to deliver the message.