How to Send a Mass Message to Multiple Recipients by Email or Text

This article will show the process of sending a mass email or text message out to multiple recipients and optionally filter the list of recipients based on certain criteria. You can send a mass email or text to select tenants, owners or vendors

  • From the left navigation menu click on CONTACTS
  • Next, Click on MESSAGES

Screenshot 2024-05-28 at 11.34.39 AM



  • On the Top Tabs then Click on Mass Text Messages or Mass Emails
NOTE: This is the same page where you will find all prior mass messages that were sent.  you will be able to click on any of the prior ones sent to view the details of the mass message.
  • Navigate through the Green Actions Tab and select one of the Mass Messaging options available.

Screenshot 2024-05-28 at 11.38.11 AM

 

You can also start a new mass message from the the Portfolio Tab, Leases Tab or the Vendor  Tab from the left navigation menu.  Then click on the Green Actions button and select Mass Message


 Screenshot 2024-05-28 at 1.30.26 PM

 

Select the delivery method, Email or Text

Screenshot 2024-05-28 at 1.34.32 PM

Depending on your selection you will see different options:

If Email is selected:

  • Choose an email Template if applicable
  • Fill in the Subject
  • Compose your Message.  Optionally utilize hot fields and formatting tools
  • Upload any Attachments that you want to include
  • Click Next when finished

  • On the next screen select the recipients  you would like to send the mass email to. You can select one recipient, multiple recipients, or all recipients.  You can also utilize the search or filtering options to narrow down the list of recipients based on specific criteria.

You will see a NO EMAIL tag next to a contact if there is no email on the contact record.  You can click on the contact to enter an email address.

Screenshot 2024-05-28 at 1.39.51 PM

  • Click Review to preview the message before sending

  • Click Confirm and Send to deliver the eMail

If Text is selected:

  • Choose Notification Only (not allow replies) or Allow Replies 

  • Compose the Message, optionally utilize hotfields, formatting tools or snippets

  • Click Next when finished.

  • On the next screen select the recipients  you would like to send the mass text to. You can select one recipient, multiple recipients, or all recipients.  You can also utilize the search or filtering options to narrow down the list of recipients based on specific criteria.

You will see a NO PHONE tag next to a contact if there is no phone number on the contact record.  You can click on the contact to enter a phone number.

  • Click Review to preview the message before sending

  • Click Confirm and Send to deliver the text
  • After sending the message, a page displaying the details of the sent message will be shown.

Example of Mass Email Details Page
Screenshot 2024-05-28 at 1.50.26 PM