Trip Messages

Trip Messages lives inside the Communication tab in Trip Details. It combines outbound messaging with manual activity logging, so your team can send updates and keep a communication history in one place.

Screenshot placeholder: Communication tab showing message history, filters, and the compose actions

Open Trip Messages

1. Open Trip Details.

2. Click the Communication tab.

Two communication workflows

The current Communication tab supports two main actions:

• Compose message for outbound email or SMS

• Log interaction for manual phone-call or note history

Compose message

Use Compose message when you want to send a new trip update.

Available message channels:

• Email

• SMS (Twilio)

The compose form includes:

• Subject

• Body

• Channel

• recipient filters

When you send the message, it is queued for delivery immediately.

Log interaction

Use Log interaction when you want to record a conversation or note without sending anything.

Available log channels:

• Call or meeting

• General note

Logging an interaction requires at least one selected participant.

Recipient targeting

Outbound messages can target:

• All participants

• Leaders only

• Participants only

• Specific participants

• participants with any incomplete task

• participants with a specific incomplete task

• participants below a fundraising amount threshold

Communication history

The history table shows:

• subject and body preview

• channel

• linked participants or recipient count

• status

• activity date

• sender

• a details view

Statuses in history can include:

• Sent

• Draft

• Logged

Search and filters

Use the filters at the top of the page to narrow history by:

• search text

• channel

• status

• entries with replies

Replies

When a communication record has replies, the details view shows the full thread history for that message.