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

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.

Click the Green Action Menu to select who you want to send a Mass Message to: Leases (Tenants), Portfolios (Owners), or Vendors

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

Select the delivery method, Email or Text

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.

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

Example of Mass Text Details Page