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Sending Bulk Messages

Written by Liscio Support

Bulk Messages let you send the same message to multiple, unrelated recipients at once.


Unlike regular messages with additional recipients, Bulk Messages hide the distribution list, similar to using BCC in email—so each contact only sees their own message.

Here's how to send Bulk Messages.

  1. Select Bulk Actions in the Left-Hand Menu.

  2. Select Send Message.

  3. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner.

  4. Select Search.

  5. To select all Contacts, check the box next to Contact Name.

  6. To select specific Contacts, check the box next to Contact names that should receive the message.

  7. Select Next Step.

  8. Create a Message Title or select from one of your Message Templates.

  9. Create a Description.

  10. Drag & Drop or Browse to attach any files if necessary.

  11. Select Draft Message.

  12. Select Send Message.

Note: After a bulk send, the sender automatically receives a confirmation/report email listing which recipients the message was successfully sent to and any that failed. Use this email to confirm delivery — there's no need to resend the whole batch. You can also verify individual messages in your Sent folder (Inbox → Sent).

Bulk Messaging can only be used to create new message threads, and cannot be used to respond to existing message threads in bulk.

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