Send a bulk message - more than 100 recipients

Created by Joshua Ort, Modified on Fri, 8 Mar at 7:15 PM by Sandra Serafini

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1. This tutorial will show you how to send a message to more than 100 people, also known as sending a Bulk Message.

To start, Click the arrow next to Messaging to expand the dropdown.

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2. Click Message Center

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3. Click New Message

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4. Click Start a Message (bulk)

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5. In bulk messaging, the system sends your message to each person on the list in isolation, and repeats that action separately for each person in the recipient list.

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6. Because each recipient receives your message in isolation, we only need the Add Recipients (TO) option.

Click Add Recipients (TO)

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7. If you need to apply any Filters, such as Tags, Pools, or Tiers, expand the Filters area and apply your chosen Filters. This step is optional.

Click the arrow next to Filters if you would like to use this option to help select people.

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8. There could be thousands of people in this list, so it is likely you will need to filter on other items before sending your message.

To see what information is available to filter from, click Actions.

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9. Click Columns to select the columns that contain the information you are interested in displaying.

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10. The left side of the shuttle shows information that is available but not displayed.

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11. The right side shows information that is displayed and the order of the columns.

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12. In this example, we want to display the first 3 digits of a person's zip code in our report.

Double Click Zip (1st 3 characters) to move it from the left side to the right side of the shuttle.

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13. Remove unwanted items by double-clicking items on the right side and move them to the left side.

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14. Order your columns by using the up and down arrows on the far right side.

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15. Click Apply when you are finished selecting and ordering your column or columns.

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16. Now that this column is being displayed in our report, we can use this item to set our filters.

Click Actions

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17. Click Filter

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18. Click Column

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19. Click Zip (1st 3 characters)

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20. Click Operator

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21. Click in.

The in operator is the same as an or operator, so multiple items can be chosen for the filter.

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22. Click the arrow for Expression to expand the dropdown list

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23. In this example, multiple items of Zip (first 3 characters) will be chosen.

Click the items you want to include.

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28. Click Apply when finished

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29. If you plan on using the Select All toggle, remember to first display all rows of the report on this page.

To display all rows on this page, click Actions.

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30. Go to Format, then Rows Per Page, then click All

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31. Move the Select All toggle from the left to the right to select everyone displayed on this page.

You can unselect an individual at this stage if you do not want to include them on your recipient list by unchecking the box next to their name.

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32. Click Save Selected People

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33. Click Save Changes.

You can remove someone from the list at this stage by clicking the garbage can next to their name.

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34. Click inside the Subject line to enter a subject of your message.

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35. Type in the subject of your message.

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36. Click inside the message body and enter your message.

can be included in your message. The ability to upload documents will be available in the near future.

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37. Type in your message here

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38. Click Save if you want to pause and come back to finish your message later. Your message will be saved as a draft.

This step is optional.

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39. Click Send when you are ready to send your message.

Thank you for watching the tutorial on how to send a bulk message.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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