Create and Send Email or SMS Messages in Proxi

In Proxi, go to Messaging.

Select the audience you want to message.

Click Create New Message to begin.

At the top of the message setup screen, choose the delivery channel:

Select the message type:

Decide when the message should be sent before continuing.

Choose whether to:

Use templates when you want to maintain consistent formatting and messaging.

If creating an SMS message, enter a message name for internal reference.

Add personalization elements as needed, such as:

Review the message content to ensure it is concise and appropriate for SMS delivery.

Use the options in the upper-right corner to:

Confirm the message is ready before scheduling or sending.

If creating an email message, choose an email style:

Enter or update the subject line.

Set the reply-to address if needed.

Customize the email with:

Format the body using rich text tools such as:

Use the upper-right options to:

Verify the content, formatting, and delivery details before finalizing.

Double-check the audience before sending to avoid messaging the wrong group.

Confirm the delivery channel (email vs. SMS) and message type (blast vs. automated) before building the content.

Review personalization fields to ensure they populate correctly and do not create awkward or incorrect messaging.

Preview every message before saving, scheduling, or sending.

Verify reply-to information for email messages so responses go to the correct inbox.

Use templates for recurring campaigns to save time and keep branding consistent.

Save unfinished work as a draft so you can return later without losing progress.

For SMS, keep copy short and direct to improve readability.

For email, use buttons and rich text formatting to make the message easier to scan and act on.

Schedule messages in advance when possible to reduce last-minute errors.