How to Send Bulk Messages
- Click Bulk Actions on the left side of the screen.
- Click Send Message.
- Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner.
- Click Search.
- To select all Contacts, check the box next to Contact Name.
- To select specific Contacts, check the box next to Contact names that should receive the message.
- Click Next Step.
- Create a Message Title or select from one of your Message Templates. We also offer copy and paste templates based on Contact activation status.
- Create a Description.
- Drag & Drop or Browse to attach any files if necessary.
- Click Draft Message.
- Click Send Message.
Note: The sender will receive an email confirmation showing the status of the bulk messages sent.
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