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User Guide: Bulk Messaging
User Guide: Bulk Messaging
Lydia Dennard avatar
Written by Lydia Dennard
Updated over a week ago

Bulk Messaging

Engage a pool of candidates, all at once

Visit our Help Center Article: Here

  • Navigate to the Grayscale menu

  • Select Bulk Messaging

Creating a New Bulk Message:

  • Click blue “New” button, near upper right or “New Bulk Message” in the middle

  • Add a name for the bulk message

  • We recommend creating a descriptive name you will remember and adding a date

  • This is an Internal name. Candidates will not see this

Choose your audience:

  • See next steps for audience options

  • Audience Option 1: Individuals

  • Audience Option 2: List

  • (not often used when integrated with an ATS)

  • Audience Option 3: Job

  • Drill down further by ATS tags if desired

Audience: Status or Dynamic

  • Static - list will send as is when this is created

  • Dynamic - the most up to date list of matched candidates will send (if candidate are added or moved from the criteria between setting this up and when it fires, these changes will be accounted for when the message sends)

Crafting and adding your message

  • You can utilize templates and snippets just like you can with 1:1 messaging

Including Opt Out Language

  • Checking this box is recommended, and defaults to send with each bulk message

Follow Up

  • Add Nudges (up to 3)

Assign replies

  • Defaults to "Nobody", use the drop down menu to assign who they should go to

Schedule the message to go out

  • Date, time, and time zone are all editable

  • Note: Time Zone across the board will default to the time zone of your computer

  • This box must be checked in order to save the bulk message

You can filter Bulk Messages by:

  • Upcoming/In Progress

  • Past

  • All Bulk Messages

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