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Messages & Broadcasts

Overview​

The Messages module is how you communicate with your congregation. Shepherd supports three channels: WhatsApp, SMS, and Email. You can send a quick message to a group of members, run a scheduled broadcast, or save reusable message templates.

Go to Messages in the sidebar.

Screenshot

📸 [Screenshot: Messages hub showing Compose, Broadcasts, Templates, and Sent Messages tabs]


The Messages Hub​

SectionWhat It Does
ComposeSend an immediate message to a group of recipients
BroadcastsView and manage past and scheduled broadcast campaigns
TemplatesManage reusable message templates
Sent MessagesFull history of all WhatsApp messages sent from your church
RepliesInbox for member replies to your broadcasts

Sending a Message (Compose)​

Step 1: Choose Your Channel​

ChannelRequirementsCost
WhatsAppMember must have a phone numberFree (uses Twilio)
SMSMember must have a phone numberUses SMS credits
BothSends via WhatsApp first, SMS as fallbackUses SMS credits for SMS portion

Step 2: Choose Your Recipients​

FilterWho It Includes
All MembersEveryone with a phone number (excluding Inactive)
Active MembersMembers with status Active
Full MemberMembers with Full Member status
New ConvertsMembers with status New Convert
VisitorsMembers with status Visitor
InactiveMembers marked as Inactive
YouthMembers with a youth profile
CustomHand-pick specific members
By GroupAll members of a specific group

💡 Shepherd shows you a recipient count preview before you send.

Branch filter: Available for all recipient types except By Group — limits recipients to a specific branch in multi-branch churches.

Step 3: Write Your Message​

WhatsApp Structured Compose​

When WhatsApp is selected as your channel, the compose area changes to a 3-field structured format:

  • Message Title — appears in bold at the top of the WhatsApp message (e.g. "Sunday Service Reminder")
  • Paragraph 1 — the main body of your message
  • Paragraph 2 — optional follow-up paragraph

A live preview panel shows exactly how your message will appear in WhatsApp — including the church broadcast formatting.

Screenshot

📸 [Screenshot: WhatsApp compose screen showing Title + Para 1 + Para 2 fields with live preview panel on the right]

â„šī¸ SMS compose is unchanged — it remains a single text box.

You can use variables in your message:

  • {{firstName}} — replaced with the recipient's first name
  • {{churchName}} — replaced with your church name

SMS Compose​

Standard single text box. Variables work the same way.

Step 4: Send or Schedule​

  • Send Now — delivers immediately
  • Schedule — pick a date and time for future delivery

WhatsApp Delivery Status​

Every WhatsApp message shows a real-time delivery status that updates automatically via Twilio webhooks:

BadgeMeaning
âŦœ SentMessage dispatched to Twilio
đŸŸĸ DeliveredConfirmed delivered to the member's phone
đŸ”ĩ ReadMember opened the message
🔴 FailedDelivery failed (see error details)

No manual refresh needed — statuses update automatically.


Broadcasts​

Broadcasts are saved message campaigns. Every message sent through Compose is logged here.

Viewing Broadcasts​

Go to Messages → Broadcasts to see all campaigns. Each broadcast card shows:

  • Campaign name and channel
  • Status (Draft / Sent / Scheduled / Failed)
  • Total recipients, sent count, failed count
  • Date created

Delivery Log​

Every completed broadcast includes a Delivery Log showing exactly who received your message.

  1. Find a completed broadcast
  2. Click the "N recipients" button
  3. A slide-in panel shows every recipient with name, phone, status badge, and time sent

Filter tabs: All / Sent / Failed

â„šī¸ Broadcasts sent before 28 Mar 2026 don't have delivery logs.


Sent Messages​

Go to Messages → Sent Messages to see every WhatsApp message sent from your church — not just broadcasts, but also:

TypeIconDescription
BroadcastđŸ“ĸManual broadcast campaigns
Birthday🎂Automatic birthday greetings
Anniversary💍Membership anniversary messages
Pastoral🙏Messages sent from Pastoral Care
Giving confirmation💰Post-giving thank-you messages
Service reminder📅Automated service reminders
Care journeyđŸ›¤ī¸Bereavement & crisis care notifications
Pledge reminderđŸ’ŗPledge payment reminders

The table shows: Date | Recipient | Type | Message preview | Delivery status badge

Screenshot

📸 [Screenshot: Sent Messages page showing the full table with type icons and coloured delivery status badges]


Reply Inbox​

When members reply to your broadcast messages via WhatsApp, their replies are collected in Messages → Replies.

From here your team can:

  • See all incoming replies with member name, message preview, and timestamp
  • Mark replies as read
  • Identify members who need follow-up
Screenshot

📸 [Screenshot: Reply Inbox showing member replies with read/unread indicators]


Message Templates​

Save commonly used messages as templates.

Creating a Template​

  1. Go to Messages → Templates → click + New Template
  2. Fill in: Name, Category, Channel, Content (use {{variables}})
  3. Save

Using a Template​

When composing a broadcast, click Use Template → select → message body is pre-filled.


SMS Credits​

PackageCreditsPrice
Starter100 SMSGHS 10
Standard500 SMSGHS 45
Value1,000 SMSGHS 80
Bulk5,000 SMSGHS 350

Top up at Messages → SMS Credits via Paystack. Credits are added instantly.


Scheduled Messages​

When composing, select Schedule → pick date and time → click Schedule. Scheduled messages appear in the Broadcasts list with a Scheduled badge.


Permissions​

ActionRequired Role
View messages & broadcastsStaff, Pastor, Admin, Super Admin
Send messagesAdmin, Super Admin
Manage templatesAdmin, Super Admin
Top up SMS creditsAdmin, Super Admin

Tips​

  • ✅ Personalise every broadcast with {{firstName}} — dramatically improves engagement
  • ✅ Build a template library for common messages (Sunday reminders, event announcements, etc.)
  • ✅ Check the Delivery Log after every broadcast — if members report not receiving messages, look for 🔴 Failed entries
  • ✅ Use WhatsApp for most messages — it's free and has better open rates than SMS
  • ✅ Check the Replies inbox regularly — members who reply deserve a response