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A Message step sends a Slack message. It works in per-person and broadcast tracks.

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Set it up

  1. Add a Message step.
  2. Choose the recipients.
  3. Write the message. Use formatting, links, images or files as needed.
  4. Set its day and send time.
Recipient options depend on the track type. Per-person steps can send to the participant, manager or mentor. Broadcast steps can post in a channel or send to selected people and groups.

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Placeholders

Select a placeholder below the editor to insert it. For example:
Cohort placeholders resolve when the message sends. People connected to Slack are mentioned; others appear by name or email. If the cohort has no channel yet, its channel placeholder is omitted.

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Images and attachments

Paste or drag an image into the message, or use the image button. A message supports up to 10 PNG, JPG, GIF or WebP images, each up to 25 MB. Finish uploading before saving. Use Attach files for documents people should download. You can add up to 10 files, each up to 25 MB, and reorder them. Supported formats include PDF, Office documents, CSV, text and images. Attachment links remain available for 30 days after delivery.

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Posted by

For channel posts, choose Doozy, a specific person, the participant’s manager on a per-person track, or a cohort facilitator on a cohort track. The message uses the chosen name and picture but still carries Slack’s APP badge. If the person or required Slack permission isn’t available, it sends as Doozy. Older Slack connections may need an admin to update permissions before this option is enabled. Test runs arrive as DMs from Doozy and identify who a live channel post would use.

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Email delivery

To send by email, use an Email step. Email is available on per-person tracks.