Messages
The Messages page allows you to view all messages previously sent on your OptiPub installation. Messages are automatically organized into the following sections:
| Status | Description |
|---|---|
| Sent | Messages that have been delivered to segments. |
| Scheduled | Messages with a future send time. You can edit or cancel them before they send. |
| Tests | Messages sent to test email addresses instead of segments. |
| Canceled | Scheduled messages that were canceled before sending. |

The Messages page.
Messages cannot be deleted once created. Canceled messages are filed in the Canceled column.
Exporting Messages
Click the grey Export button to export message data.
Create a Message
Navigate to Messaging > Create Message to open the 3-step wizard. OptiPub supports both email and SMS channels.
Step 1 — Configure & Recipients
| Field | Required | Description |
|---|---|---|
| Channel | Yes | Choose Email or SMS. |
| Test Message | No | Toggle on to send to a test list instead of segments. |
| Publication | Yes | The publication this message belongs to. |
| Name | Yes | An internal name for the message. |
| Send Time | Yes | Immediately or Later (pick a date and time). Hidden for test messages. |
| Content Type (Email) | Yes | Article, Lift Letter, or Free Style (if enabled). |
| Binding (Email) | No | Override the publication's default sending IP binding. |
| Messaging Service (SMS) | Yes | Select the SMS messaging service to use. |
| Included Segments | Yes (live) | Segments to send to. Required for non-test messages. |
| Excluded Segments | No | Segments to exclude from the send. |
For test messages, enter email addresses or phone numbers directly instead of selecting segments.
Step 2 — Content
Email messages:
- Select a Template for the email layout.
- Choose the From sender and Reply To sender.
- Write a Subject line and optional Preview text.
- Compose the message body using the content editor.
- For split tests, configure 2–4 variants with sample sizes and winning criteria.
SMS messages:
- Write the message content (up to 500 characters).
Step 3 — Confirm
Review the summary of your message, recipients, and schedule, then click Send.
Updated 1 day ago
