How to Edit and Schedule Text Messages
Meta Title: How to Edit & Schedule Text Messages | CharityAuctionsToday
Meta Description: Learn how to edit and schedule SMS text messages on CharityAuctionsToday. Modify message content, update delivery times, manage scheduled campaigns, and optimize bidder communications.
TL;DR Excerpt
Edit scheduled text messages by accessing your message queue, selecting the message to modify, updating content or delivery time, and saving changes. Messages can only be edited before processing begins, typically up to 15 minutes before scheduled send time.
Overview of Text Message Editing and Scheduling
Managing text message campaigns effectively requires the ability to schedule messages in advance and make adjustments as needed before delivery. CharityAuctionsToday's text messaging system provides comprehensive tools for composing, scheduling, editing, and managing SMS communications to bidders throughout your auction event lifecycle.
Understanding Scheduled Messages
What Are Scheduled Messages?
Scheduled text messages are SMS communications composed in advance and set to deliver at a specific future date and time:
Key Characteristics:
- Created before actual send time
- Delivery time predetermined
- Recipients selected in advance
- Message content locked in
- Credits reserved but not consumed until sent
- Can be edited before processing begins
Benefits of Scheduling:
- Plan communications in advance
- Coordinate with event timeline
- Reduce day-of-event stress
- Ensure timely delivery
- Strategic timing optimization
- Consistent messaging cadence
Message Queue System
How scheduled messages are managed:
Pending Status:
- Messages waiting to be sent
- Scheduled for future delivery
- Credits reserved
- Available for editing
- Visible in queue
Processing Status:
- System preparing to send
- Cannot be edited
- Too close to send time
- Credits about to be consumed
- Limited to no control
Sent Status:
- Messages already delivered
- Credits consumed
- Cannot be edited or recalled
- Available for reporting
- Historical record maintained
Cancelled Status:
- Messages removed from queue
- Credits released back
- Deletion confirmed
- Not sent to recipients
- Audit trail preserved
How to Schedule Text Messages
Step-by-Step Scheduling Process
Complete workflow for creating scheduled messages:
Step 1: Access Text Messaging Tool
- Log into CharityAuctionsToday dashboard
- Select your auction event
- Navigate to "Communications" or "Messages"
- Click "Text Messages" or "SMS"
- Select "Send New Message" or "Create Campaign"
Step 2: Compose Your Message
- Enter message content
- Keep within 160 characters for single segment
- Use merge fields for personalization: {FirstName}, {LastName}, {BidderNumber}
- Include clear call-to-action
- Add shortened links if needed
- Review character counter
Message Composition Tips:
- Be concise and clear
- Front-load important information
- Use active voice
- Include organization name
- Create urgency when appropriate
- Test personalization fields
Step 3: Select Recipients
Choose who receives your message:
All Registered Bidders:
- Everyone signed up for event
- Broadest reach
- Use for major announcements
- Example: "Auction opens in 1 hour!"
Active Bidders:
- Only those who have placed bids
- More engaged audience
- Higher relevance
- Example: "Closing in 30 minutes - check your bids!"
Current High Bidders:
- Winning bidders at this moment
- Most engaged segment
- Time-sensitive alerts
- Example: "You're winning 3 items - bidding closes soon!"
Custom Segments:
- Filter by bid amount
- Filter by category interest
- Filter by registration date
- Geographic location
- VIP or sponsor status
Manual Selection:
- Choose specific bidders
- Upload phone number list
- Target individual communications
- Special circumstance messaging
Step 4: Set Delivery Time
Schedule when message sends:
Immediate Delivery:
- Click "Send Now"
- Delivers within seconds to minutes
- Use for time-critical updates
- No scheduling needed
Future Scheduled Delivery:
- Select "Schedule for Later"
- Click calendar icon or date field
- Choose delivery date
- Set delivery time (including AM/PM)
- Verify time zone is correct
- Confirm scheduled time
Optimal Timing Guidelines:
- Respect quiet hours (9 AM - 9 PM local time)
- Peak engagement: 10 AM - 1 PM and 5 PM - 8 PM
- Avoid early mornings (before 9 AM)
- Avoid late nights (after 9 PM)
- Consider recipient time zones
- Coordinate with event activities
Step 5: Review and Confirm
Final verification before scheduling:
- Preview message with personalization
- Verify recipient count
- Confirm delivery date and time
- Check credits available/required
- Review time zone settings
- Test links are working
- Proofread content carefully
Step 6: Schedule the Message
- Click "Schedule Message" button
- Confirm credit usage
- Receive confirmation notification
- Message added to scheduled queue
- Confirmation email sent to account
How to Edit Scheduled Messages
Accessing Your Scheduled Messages
Navigate to the message queue:
- From event dashboard, go to "Communications"
- Select "Text Messages" or "SMS"
- Click "Scheduled Messages" tab or link
- View queue of pending messages
- Sort by date, recipient count, or campaign name
Queue Display Information:
- Message preview/title
- Scheduled send date and time
- Recipient count
- Credits reserved
- Campaign name (if assigned)
- Status (Pending, Processing, Sent, Cancelled)
- Edit and delete options
Editing Message Content
Modifying the message text:
Step 1: Locate Message
- Find message in scheduled queue
- Click on message title or preview
- Or click "Edit" button/icon
Step 2: Access Editor
- Message composer opens
- Current content displayed
- All fields editable
- Character counter visible
Step 3: Make Changes
What you can edit:
- Message text content
- Personalization fields
- Links and URLs
- Call-to-action wording
- Character count optimization
Step 4: Preview Changes
- Click "Preview" button
- View with personalization applied
- Check different recipient examples
- Verify formatting
- Test links
Step 5: Save Updates
- Click "Save Changes" or "Update Message"
- Confirm modifications
- Message updates in queue
- Credits adjust if needed (for length changes)
- Confirmation message appears
Editing Delivery Time
Changing when message sends:
Reschedule Process:
- Open scheduled message for editing
- Locate delivery time settings
- Click calendar or time field
- Select new date
- Choose new time
- Verify time zone correct
- Save changes
Time Change Considerations:
- Can reschedule earlier or later
- Must be future time
- Respect quiet hours
- Coordinate with other scheduled messages
- Check for conflicts with other campaigns
- Update team if timeline changes
Time Restrictions:
- Cannot change to past time
- May have minimum advance notice (e.g., 15 minutes)
- Cannot edit during processing window
- System prevents scheduling conflicts
Editing Recipients
Modifying who receives the message:
Add Recipients:
- Select message to edit
- Access recipient section
- Add additional filters or segments
- Include individual bidders
- Increase recipient count
- Credits automatically adjust
Remove Recipients:
- Uncheck segments or filters
- Remove specific individuals
- Reduce recipient list
- Decrease credit usage
- Prevent duplicate sending
Replace Recipients Entirely:
- Clear current selection
- Choose new recipient group
- Completely different audience
- Verify credit changes
- Confirm new recipient count
Recipient Editing Best Practices:
- Don't add recipients who already received message
- Document why recipient list changed
- Verify no duplicate sends planned
- Check for opt-outs before adding
- Respect bidder preferences
Editing Restrictions and Limitations
When You Cannot Edit Messages
Understanding editing windows:
Processing Period:
- Typically 5-15 minutes before send time
- System preparing to deliver
- Message locked for sending
- Credits being consumed
- No edits possible
Already Sent Messages:
- Cannot edit past messages
- Delivery complete
- Credits consumed
- No recall function
- Historical record only
System Processing:
- Message currently being delivered
- Partial sends in progress
- Cannot stop mid-delivery
- Wait for completion
- Plan ahead to avoid
Edit Deadline Windows
Time constraints for modifications:
Recommended Timeline:
- Edit at least 30 minutes before send
- Safest: 1 hour or more before delivery
- System may enforce 15-minute minimum
- Last-minute changes risky
- Plan modifications early
Warning Messages:
- System alerts when approaching deadline
- "Limited time to edit" warnings
- Countdown to processing start
- Final opportunity notifications
- Cannot override system lockout
What Cannot Be Changed
Permanent message attributes:
Campaign Type:
- Automated vs manual message
- System-generated notifications
- Triggered message rules
- Message category assignment
Historical Data:
- Cannot change past deliveries
- Cannot alter delivery records
- Sent timestamps permanent
- Recipient history locked
- Credit consumption final
Managing Multiple Scheduled Messages
Viewing All Scheduled Messages
Organize your message queue:
List View:
- Table format with key details
- Sort by date, time, recipients
- Filter by status or campaign
- Quick actions (edit, delete)
- Select multiple for bulk actions
Calendar View:
- Visual timeline of scheduled sends
- Day/week/month display options
- Color coding by campaign type
- Drag-and-drop rescheduling
- Identify timing conflicts
Campaign Groups:
- Organize related messages
- Name campaigns for clarity
- Group pre-event, during, post-event messages
- Track campaign performance together
- Manage series of messages
Coordinating Message Timing
Strategic scheduling across campaigns:
Spacing Between Messages:
- Minimum 4 hours between sends
- Avoid same-day multiple messages (when possible)
- Strategic timing for engagement
- Prevent message fatigue
- Maintain recipient attention
Event Timeline Coordination:
- Align with auction milestones
- Auction opening announcement
- Mid-auction engagement boost
- Final hour countdown
- Closing alerts
- Post-auction thank you and checkout
Conflict Prevention:
- Review entire message schedule
- Check for overlapping sends
- Avoid competing messages
- Coordinate automated + manual messages
- Maintain logical flow
Bulk Editing Options
Efficient management of multiple messages:
Select Multiple Messages:
- Use checkboxes in queue view
- Select related messages
- Click "Bulk Edit" or "Edit Selected"
- Choose common changes to apply
- Confirm bulk modifications
Bulk Operations Available:
- Reschedule all selected messages
- Change all delivery times by offset (e.g., +2 hours)
- Update recipient lists
- Cancel multiple messages
- Clone messages for reuse
Bulk Edit Best Practices:
- Select carefully before bulk actions
- Start with small test batches
- Verify changes before applying
- Review each message after bulk edit
- Cannot undo bulk changes easily
Canceling and Deleting Scheduled Messages
When to Cancel Messages
Reasons to remove scheduled messages:
Event Changes:
- Auction rescheduled or cancelled
- Major event modifications
- Timing no longer appropriate
- Content now inaccurate
- Superseded by other communications
Content Issues:
- Error discovered in message
- Incorrect information
- Inappropriate content
- Better message created
- Strategic change in approach
Technical Problems:
- Credit shortage anticipated
- System issues expected
- Recipient list errors
- Cannot edit in time to fix
- Need to start over
How to Cancel Scheduled Messages
Remove messages from queue:
Single Message Cancellation:
- Locate message in scheduled queue
- Click "Cancel," "Delete," or trash icon
- Read confirmation dialog
- Understand credits will be released
- Click "Confirm Cancellation"
- Message removed from queue
- Credits returned to balance
Bulk Cancellation:
- Select multiple messages with checkboxes
- Click "Bulk Actions"
- Choose "Cancel Selected"
- Review list of messages to cancel
- Confirm bulk cancellation
- All selected messages removed
- All reserved credits released
Cancellation Confirmation:
- On-screen confirmation message
- Email notification of cancellation
- Audit log entry created
- Credits immediately available
- No recipient notification sent (message never sent)
Credits and Refunds
Financial implications of canceling:
Credit Return:
- Reserved credits immediately released
- Available for other messages
- Full credit amount returned
- No penalty or fee
- Instant availability
No Refunds for Sent Messages:
- Cannot recall sent messages
- Credits consumed at send time
- No retroactive cancellation
- Plan carefully before scheduling
- Test and verify before large sends
Advanced Editing Features
Message Templates
Reusable message frameworks:
Creating Templates:
- Compose effective message
- Save as template with descriptive name
- Include personalization fields
- Document intended use
- Template available for future use
Using Templates:
- Select template when creating new message
- Message pre-populated with template content
- Customize as needed for this send
- Saves time for recurring messages
- Ensures consistent messaging
Template Types:
- Auction opening announcements
- Closing reminders
- Thank you messages
- Payment reminders
- Event updates
A/B Testing Messages
Optimize message performance:
Split Testing Setup:
- Create two versions of message
- Split recipients into test groups
- Send Version A to group 1
- Send Version B to group 2
- Measure engagement and response
- Use best performer for future messages
What to Test:
- Message wording and tone
- Call-to-action phrasing
- Sending time
- Personalization level
- Link placement
- Message length
Cloning Messages
Duplicate and modify existing messages:
Clone Function:
- Find message to duplicate
- Click "Clone," "Copy," or "Duplicate"
- Copy created with same content and settings
- Modify recipient or timing as needed
- Schedule cloned message
Use Cases for Cloning:
- Send same message to different segments
- Repeat successful past messages
- Create similar messages for multiple events
- Test timing variations
- Build series of related messages
Message Editing Best Practices
Before Scheduling
Preparation steps:
Content Review:
- Proofread carefully
- Check personalization fields work
- Verify links are correct and shortened
- Test on own phone first
- Get team approval if needed
Audience Verification:
- Confirm recipient selection correct
- Check for duplicate sends
- Verify no opt-outs included
- Appropriate for audience segment
- Count matches expectations
Timing Validation:
- Delivery time appropriate for recipients
- Time zone correct
- No conflicts with other messages
- Aligns with event schedule
- Respects quiet hours
During Scheduled Period
Active management:
Regular Monitoring:
- Check scheduled queue daily
- Review upcoming sends
- Verify no issues or conflicts
- Monitor credit balance
- Track event changes requiring message updates
Proactive Editing:
- Update content if event changes
- Adjust timing if needed
- Refine recipient lists
- Improve message based on learnings
- Coordinate with team communications
After Sending
Post-send analysis:
Performance Review:
- Check delivery rate
- Monitor click-through rate on links
- Track opt-out rate
- Review response rate
- Analyze timing effectiveness
Continuous Improvement:
- Document what worked well
- Note areas for improvement
- Update templates based on learnings
- Refine timing strategy
- Optimize future messages
Troubleshooting Editing Issues
Common Problems and Solutions
Cannot Find Edit Button:
- Message may be in processing
- Check if past send time
- Verify user permissions
- Look under Actions menu
- Contact administrator
Changes Not Saving:
- Check internet connection
- Verify all required fields complete
- Look for error messages
- Try different browser
- Clear cache and retry
- Contact support
Scheduled Time Changed Unexpectedly:
- Verify time zone settings
- Check for daylight saving adjustments
- Confirm AM/PM selected correctly
- Review automated processes
- Check audit log for changes
Recipients Changed:
- Review edit history
- Check for bulk edits
- Verify filter settings
- Look for automated updates
- Confirm with team members
Message Not Appearing in Queue:
- Check message status/filter
- Verify it was scheduled, not sent immediately
- Look in sent or cancelled sections
- Search by campaign name
- Contact support if missing
Compliance and Editing Considerations
Legal Requirements
Editing with regulations in mind:
TCPA Compliance:
- Maintain opt-out language in all messages
- Honor unsubscribe requests immediately
- Update recipient lists before each send
- Don't message opted-out numbers
- Keep quiet hours (8 AM - 9 PM local)
Content Standards:
- No deceptive subject matter
- Clear organization identification
- Accurate information only
- Respectful professional tone
- Appropriate content for audience
Audit Trail
Tracking message changes:
What's Logged:
- Original message content
- All edits made
- Who made changes
- When changes occurred
- Before and after states
- Reason for change (if provided)
Accessing Edit History:
- Click message in queue
- View "Edit History" or "Change Log"
- Review all modifications
- Export for records
- Use for accountability
Conclusion
Effectively editing and scheduling text messages on CharityAuctionsToday empowers organizations to maintain timely, relevant, and accurate communications with bidders throughout the auction lifecycle. By understanding the scheduling process, knowing when and how to edit messages, respecting editing deadlines, and following best practices for message management, you can create sophisticated text messaging campaigns that drive engagement and support fundraising success.
Remember to schedule messages well in advance, allowing time for review and editing; regularly monitor your scheduled message queue for needed updates; make edits as soon as you identify the need rather than waiting until the last minute; and always test messages on your own device before sending to large audiences. With CharityAuctionsToday's flexible text messaging tools and strategic message management, you'll maintain professional, effective communication that keeps bidders informed, engaged, and excited about supporting your cause.
Frequently Asked Questions
How do I schedule a text message in advance?
Access your text messaging tool from the Communications menu, compose your message with up to 160 characters, select recipients, choose Schedule for Later, set the delivery date and time using the calendar picker, verify the time zone is correct, review all details, and click Schedule Message. The message will be added to your queue and sent at the specified time.
Can I edit a scheduled text message after creating it?
Yes, you can edit scheduled messages before they begin processing, typically up to 15 minutes before the scheduled send time. Navigate to your Scheduled Messages queue, locate the message, click Edit, modify the content, delivery time, or recipients as needed, and save your changes. Messages cannot be edited once they enter the processing period or after they've been sent.
How far in advance can I schedule text messages?
You can schedule text messages days, weeks, or even months in advance, allowing you to plan entire communication campaigns ahead of time. This helps you coordinate messages with your event timeline, reduce day-of-event stress, and ensure timely delivery. Credits are reserved when you schedule but not consumed until the message is actually sent.
What happens if I need to cancel a scheduled message?
Locate the message in your scheduled queue, click Cancel or Delete, confirm the cancellation, and the message will be removed from the queue with reserved credits immediately released back to your balance. You can cancel messages anytime before they begin processing. Once a message starts sending, it cannot be stopped or recalled.
Can I change the delivery time of a scheduled message?
Yes, you can reschedule messages to earlier or later times before they begin processing. Open the scheduled message for editing, locate the delivery time settings, select a new date and time, verify the time zone is correct, and save changes. The new delivery time must be in the future and respect quiet hours between 9 AM and 9 PM local time.
Can I add or remove recipients from a scheduled message?
Yes, you can modify the recipient list before the message processes. Edit the scheduled message, access the recipient section, add additional segments or individual bidders, or remove recipients by unchecking filters or individuals. Credits automatically adjust based on the new recipient count. Be careful not to add recipients who already received the same message.
How can I view all my scheduled text messages?
From your event dashboard, go to Communications and select Text Messages, then click the Scheduled Messages tab. You'll see a queue showing all pending messages with details including message preview, scheduled send date and time, recipient count, credits reserved, and status. You can sort by date, filter by campaign, and access edit or delete options for each message.
What's the latest I can edit a scheduled message?
The system typically locks messages 5-15 minutes before the scheduled send time when processing begins. We recommend editing at least 30 minutes before delivery, or ideally 1 hour or more, to ensure changes are saved successfully. The system will display warnings as you approach the editing deadline and prevent changes once the processing period starts.
Can I duplicate or clone a scheduled message?
Yes, you can clone messages to save time. Find the message you want to duplicate, click Clone, Copy, or Duplicate, and a copy is created with the same content and settings. You can then modify the recipient list, delivery time, or content as needed. This is useful for sending the same message to different segments or repeating successful past messages.
Are there limits to how many scheduled messages I can have?
There's typically no hard limit on the number of messages you can schedule, but best practices recommend spacing messages at least 4 hours apart and limiting total messages to 4-8 per event to avoid message fatigue. You can schedule messages throughout your entire event timeline, coordinating pre-event announcements, during-event updates, and post-event communications for optimal bidder engagement.
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Tom Kelly, TEDx speaker and CEO of CharityAuctions.com, helps nonprofits raise millions through auctions and AI. He hosts The Million Dollar Nonprofit podcast and inspires leaders to live their legacy, not just leave it.
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