Guides with tag, Conversations

If you coach many clients in Clarityflow, you often need to share the same lesson, check-in, or update across a lot of private conversations—without opening each one and dropping the template by hand.That’s what Broadcast to Conversations is for. From any message template or thread template in your Library, you can send that template into many existing conversations at once: by tag, by course, by group, or by picking conversations one by one. You review the targets first, choose when it should post, then track results in a monitor tab.This guide walks through how broadcasting works—and when coaches typically use it in real client work.When coaches use this:Here are a few common situations where broadcasting fits what you’re already doing in Clarityflow:You’ve tagged private client conversations (for example, “Q2 Cohort,” “VIP,” or “Needs follow-up”) and you want to post the same video lesson or wrap-up message into every conversation with that tag—without repeating the insert one client at a time.A course cohort is underway and you want the same announcement or next-step message to land in each enrollee’s course conversation.You run a coaching group or community and need the same update in every conversation that belongs to that group.You have a short, specific list—five VIP clients who should get a personalized-looking thread template this week—and you’d rather select those conversations deliberately than rely on a broad tag.If your goal is “post this Library template into many existing conversations I can already write in,” you’re in the right place.What you need before you startA message template or thread template in your Library that you can manage.Permission to post in the conversations you want to reach (broadcast only includes conversations where you can post).A plan that includes broadcasts (Professional and up).Open Broadcast from your LibraryGo to your Library and open the message template or thread template you want to send.Open the template’s settings menu (the three-dot / ··· menu).Choose Broadcast to Conversations…     A modal opens with three tabs: Create, Review, and Monitor. You’ll set things up on Create, confirm on Review, then use Monitor to check history and results for that template.     Create: choose who receives the templateOn the Create tab, start by selecting an audience type.Conversations with tag(s)Posts the template into conversations that have one or more tags you select.Coach example: You’ve tagged every private conversation for your spring mastermind as “Spring Mastermind.” Record a mid-cohort check-in as a message template, then broadcast it to that tag. Each client gets the message in their own conversation—without you hopping between 20 threads.Course enrollment conversationsSelect a course so the template posts to conversations for that course.Coach example: You’re running a 6-week program and want every enrollee’s course conversation to get the same “Week 3 starts tomorrow” video. Broadcast the template to that course’s conversations in one pass.Conversations in a groupSelect a group so the template posts to conversations in that group.Coach example: Your alumni community lives in a Clarityflow group. Share a monthly office-hours reminder as a template and broadcast it to the group’s conversations.Select conversationsSearch and pick specific conversations one by one. You’ll see participant avatars next to each title so you can confirm you’re choosing the right clients.Coach example: You only want this message in a handful of VIP or at-risk client conversations—not everyone with a broader tag. Select those conversations deliberately, then continue.Choose when it postsStill on Create, choose When to post:OptionWhat it doesCoach exampleImmediatelyPosts as soon as you confirm on ReviewYou just finished a live workshop and want the replay link out nowSpecific date & timeSchedules one post at a date/time in your timezoneQueue Monday’s weekly tip Sunday night so it lands while you’re offlineAfter a delayWaits a period (days, weeks, months, or years) from when you confirmConfirm the broadcast now, but have it land in 3 days after a launchWhen you’re ready, press Continue to Review.     Review: confirm targets before you sendThe Review tab summarizes what you’re about to do:Template — which Library template will postSend to — tags, course, group, or selected conversationsTiming — immediate, scheduled, or delayedTarget conversations — how many conversations will receive it (click the count to preview the list)People who will be notified - how many people may get notified (click the count to see the list)Attached workflows — if this message template has a workflow, Review shows that those steps will run in each conversation when the message posts (for example, add a tag or send an email notification)Press Broadcast to send (or schedule) it.     Monitor: history, cancel, and retryOpen the Monitor tab (on the same template’s broadcast modal) to see broadcasts for this template.For each broadcast you can see:When it was createdWho it was sent to (including the specific tags, course, or group)Status (pending, scheduled, processing, completed, failed, cancelled)How many conversations posted successfully—and which ones failed, if anyBefore it runsIf a broadcast is still pending or scheduled, you can edit the audience/timing, cancel, or delete it.After it runsIf some conversations failed, use Retry to re-run only the failed ones (successful posts are not duplicated).     Broadcast to Conversations lets you send one Library template into many conversations at once—by tag, course, group, or selected conversations.Set the audience and timing on Create, confirm on Review, then track results on Monitor. Each conversation gets a normal message from you, with notifications and workflows applying as usual.  

A busy coaching conversation fills up fast — videos, notes, shared links, PDFs, tasks, forms. Scrolling back through weeks of messages to find one thing takes time you don't have between clients.Filters let you narrow the conversation sidebar down to just the type of content you're looking for — text, links, attachments, tasks, media, and more. Turn on a filter, and the sidebar (and the conversation itself) only shows messages that match. Click any message to jump straight to it.Anyone in the conversation — coach or client — can use Filters. It's the same tool for everyone. Filters — find anything in your conversation, fast Picture this: someone messages you five minutes before your call asking about "that resource you sent last month." Instead of scrolling through weeks of videos, notes, and check-ins, you open Filters, turn on Links, and there it is.Use Filters when you need to:Find a written note, session recap, or resource without scrolling past every videoReopen a link, workbook, or form that was shared earlier — no need to replay every video replyPull up every message with an attachment — worksheets, contracts, PDFsJump to messages with tasks, so you can follow up on homework or check off your own to-dos (use Tasks → My tasks to see just yours)Catch up on unseen replies before a session, then narrow further to attachments or tasks if neededRewatch a video check-in using Media → VideoIf you've ever thought "I know it's in here somewhere," Filters are for exactly that moment.How to access FiltersOpen a conversation with the sidebar visible.In the sidebar Messages list, click the filter icon.The Filters panel opens.If no filters are turned on, you'll see Showing all — the full conversation, unfiltered.     Empty filter types stay hidden. Coaches and clients see the same options for the content that exists in this conversation. Internal messages always stay hidden from clients, as usual.Filter by content typeTurn on one or more toggles. The sidebar and the conversation update to show only messages that match.FilterWhat it showsReal-world exampleUnseenMessages you haven't seen yet (not your own)Coach: catch up on a client's replies before a session. Client: see what's new from your coach.TextsMessages with written text contentFind session notes or a written check-in without scrolling past videosLinksMessages that include web linksReopen a shared resource URL either of you dropped in the threadAttachmentsMessages with file attachmentsFind the signed agreement, or re-download a worksheet PDF — without scrolling past every video to get there.EmbedsMessages with embedded media (YouTube, Loom, etc.)Jump back to a Loom video someone shared in the threadTasksMessages that include tasksJump to messages with tasks — whether it's homework you assigned or your own to-dos to follow up onFormsMessages with a form or form submissionFind the intake or feedback form in this conversationAppointmentsMessages tied to appointmentsLocate scheduling-related messages quicklyProduct offersMessages with a product offerFind where a package or checkout offer was sharedMediaMessages with recorded audio or videoFilter to video (or audio) recordings onlyTasks: My tasks vs. All tasksWhen you turn on Tasks, two nested options appear:My tasks — messages with tasks assigned to youAll tasks — messages with any tasks in this conversation that you're allowed to seeFor example, before a 1:1 session, you might use My tasks to jump straight to what's assigned to you — without opening the full Tasks page. Use All tasks if you want to review everything in the conversation instead.Media: Audio, Video, or AllWhen you turn on Media, you can narrow further:AudioVideoAll (both)In a long program conversation with months of history, a coach might filter to Media → Video when they only want recorded video messages — no text or files in the way. A client can do the same to replay their coach's last video reply without scrolling past everything else.     Combine and clear filtersYou can turn on more than one filter at a time. Clarityflow shows only messages that match all the filters you've selected — so you could, for example, focus on unseen task messages, or on just the attachments you haven't gotten to yet.Click Clear filters anytime to reset and see all messages in the conversation again.The filter icon stays highlighted while Filters are active, so you can tell at a glance you're not looking at the full message list.Filters apply to your own view only. Turning them on doesn't change what the other person sees.Visibility and permissionsFilters don't change who can see a message — only which messages are listed for you right now.Same tools for coaches and clients — if you can see the conversation sidebar, you can open Filters and use the same content-type toggles.Normal conversation rules still apply — internal messages, drafts, and other private content stay hidden from anyone who shouldn't see them. Filters never expose messages that were already out of reach."My tasks" is personal — it always means tasks assigned to whoever is logged in, so coaches and clients each get their own shortlist.ConclusionFilters turn a long, scrollable conversation into exactly the messages you need — notes, links, files, or tasks — in a couple of clicks. And within a single message thread, Filters work the same way, narrowing down just that thread's messages. Either way, Filters get you there faster.