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Sending Bulk Messages
Sending Bulk Messages
Liscio Support avatar
Written by Liscio Support
Updated over a month ago
  1. Select Bulk Actions in the Left-Hand Menu.

  2. Select Send Message.

  3. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner.

  4. Select Search.

  5. To select all Contacts, check the box next to Contact Name.

  6. To select specific Contacts, check the box next to Contact names that should receive the message.

  7. Select Next Step.

  8. Create a Message Title or select from one of your Message Templates.

  9. Create a Description.

  10. Drag & Drop or Browse to attach any files if necessary.

  11. Select Draft Message.

  12. Select Send Message.

Note: The sender will receive an email confirmation showing the status of the bulk messages sent.

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