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.
Contact Us
Related Articles
Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...How to Send Drafted Messages
1. Click on the Inbox page on the left-hand side of the screen. 2. Click the Drafts tab. 3. Click on a drafted message. 4. Complete the message. 5. Click Send.Bulk Actions
Bulk Actions allow you to work faster! Bulk Actions can be found on the left-hand navigation under Files. They include: Invite to Liscio Send Message Reassign Task Owner Invite to Download App Get Signature Send eDocs Note: Most Bulk Actions have a ...How to Send Drafted Messages
1. Click on the Inbox tab. 2. Click on the Drafts tab. 3. Click on a drafted message. 4. Complete the message. 5. Click Send.How to Send a Message (Desktop)
1. Click Add New in the upper-left corner of your screen. 2. Click Message. 3. Click the To field. 4. Click Select a Recipient and click on the employee's name that you want to message. 5. Click Select an Account and click on your account with which ...