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Create and send message part 1: Getting started

This article covers the foundational steps of creating a message in Messages XR Enterprise, including adding a title and recipients, writing default content, and how auto-save preserves drafts across sessions.

💡Quick answers

  • Where is the message creation screen in MXRE? Select New Message from the Messages area or click the compose button in the top navigation to open the message creation screen.
  • What setup is required before creating a first message? Recipient groups and delivery channels must be configured, and at least one template should be ready before drafting a message.
  • Finding a saved draft after navigating away? Open the Messages area and look under Drafts — your content and selected recipients are automatically saved and will be waiting when you return.
  • What is the difference between the Title and the Subject of a message? The Title auto-populates the Subject field when created; you can edit the Subject independently. The Title identifies the message in drafts and reports; the Subject is what recipients see.
  • Why can't the default Content text be formatted? The default content area uses plain text to ensure compatibility across all delivery channels; formatting is applied individually within each channel-specific editor in Part 2.

Before you start

This article is part of our Create and send messages series. Looking for something else? Check out the full set:

💡Quick answers

This article answers questions like:

  • How do I create a message in Messages XR Enterprise?
  • What do I need to set up before sending my first message?
  • Where did my message go if I clicked away? Are my drafts saved automatically?
  • Will my draft remember the recipients I already selected?
  • What's the difference between the Title and the Subject of a message?
  • How do I add recipients to a message?
  • Why can't I format the Content text in Step 3?
  • I'm a teacher. Is this the right article, or is there a different one for me?

Sending prerequisites

Confirm the following before creating your first message:

Create a message

Once your prerequisites are finalized, you're ready to create a message. Navigate to the Messages tab in the left navigation. The tab opens by default to the message creation screen.

Messages: create a message screen

Auto-save in drafts

If you click away during message creation and your message seems to disappear, don't worry. It's auto-saved.

  • Where to find it: Your message is in the Saved messages button > Drafts folder.
  • Drafts remember recipients: When you return to a saved draft, your selected recipients are preserved, so you can pick up right where you left off without having to re-select your audience.

Step 1: Add a title

Enter a Title for your message. The title auto-populates into the Subject field below. You can edit the Subject later if needed.

Step 2: Select recipients

Use the To field to search for, select, and add recipients. You can add recipients manually or by file upload. For details on which options work best for your needs, see "Select recipients for a message."

Step 3: Create content

After setting up your Title and Recipients, enter the content that will serve as the default template for any delivery channels you enable.

Create content screen

  • Subject: Auto-populated from the Title. To change it, return to the Title field.
  • Message text: Type the body of your message into the text box beneath the Subject field.

Wondering why you can't format the Content text?

That's expected. You'll be able to format and customize each message individually when you configure the delivery channels in Part 2: Choose your delivery methods.

Up next

Continue to Part 2: Choose your delivery methods to customize your message for email, mobile app, SMS, voice, and social media.

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