Messages

The Messages page allows you to view all messages previously sent on your OptiPub installation. Messages are automatically organized into the following sections:

StatusDescription
SentMessages that have been delivered to segments.
ScheduledMessages with a future send time. You can edit or cancel them before they send.
TestsMessages sent to test email addresses instead of segments.
CanceledScheduled messages that were canceled before sending.
The messages page.

The Messages page.

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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

FieldRequiredDescription
ChannelYesChoose Email or SMS.
Test MessageNoToggle on to send to a test list instead of segments.
PublicationYesThe publication this message belongs to.
NameYesAn internal name for the message.
Send TimeYesImmediately or Later (pick a date and time). Hidden for test messages.
Content Type (Email)YesArticle, Lift Letter, or Free Style (if enabled).
Binding (Email)NoOverride the publication's default sending IP binding.
Messaging Service (SMS)YesSelect the SMS messaging service to use.
Included SegmentsYes (live)Segments to send to. Required for non-test messages.
Excluded SegmentsNoSegments 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.