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πŸ“¨ Managing Sent & Scheduled Bulk Messages

bulk-message, message-history, pending-messages, cancel-message, edit-message, troubleshooting

Kyle Davidson avatar
Written by Kyle Davidson
Updated over 2 weeks ago

A complete guide on how to view your bulk message history, check delivery statuses, and manage scheduled messages by viewing, canceling, or "editing" them.


✨ When You Need This Guide

This guide is your go-to resource for managing bulk messages after you've created them. Use this if you're asking:

  • "Where can I see the bulk messages I've sent and who they went to?"

  • "I scheduled a message for later but now I need to stop it from sending."

  • "I found a mistake in a scheduled message and need to edit it."

  • "I'm trying to send a bulk message but the 'Preview' button isn't loading any patients."


βœ… How to View the History of Sent Messages

  1. Navigate to the Bulk Message Page. Go to CONTACTS > Send Bulk Message.

  2. Open the History. At the top of the page, click the View Message History button.

  3. View the Recipient List and Status. You will now see a list of all your previously sent bulk messages. To see the details for a specific message:

    • Click the blue contact icon in the far right of that message's row.

    • A list will appear showing every recipient and the delivery Status of their message.

βœ… How to Manage Pending (Scheduled) Messages

Step 1: View Your Pending Messages

  1. Go to CONTACTS > Send Bulk Message.

  2. At the top of the page, look for and click the View Pending Messages button.

    • Note: This button is only visible if you have at least one message scheduled for the future.

Step 2: How to Cancel a Scheduled Message

  1. From the "Pending Messages" screen, you'll see a list of all recipients set to receive the message.

  2. CRUCIAL: If your list has multiple pages, first use the "Show pending messages" dropdown to display the maximum number per page (e.g., 500).

  3. Click the main checkbox at the top of the list to select all contacts on that page.

  4. From the Action dropdown menu in the top-right, select Cancel.

  5. If you have more pages of recipients, you must repeat steps 3 and 4 for each page to cancel the message for everyone.

Step 3: How to "Edit" a Scheduled Message

There is no direct 'Edit' button for a scheduled message. The process is to cancel the original message and create a new one.

  1. Follow all the steps above to Cancel the incorrect scheduled message completely.

  2. Go back to the CONTACTS > Send Bulk Message page.

  3. Re-create your message with the updated information and send or schedule it again.


πŸ’‘ Common Scenarios & Questions

What You Might Notice

Why It's Happening

What to Do

When I click 'Preview' on a new bulk message, no patients are loading.

This almost always means that the filters you selected for your recipient list (e.g., a specific tag or appointment date range) do not match any contacts in your system. The list of recipients is empty.

Go back to the "Recipient Criteria" section. Broaden your filters or double-check them for accuracy. For example, ensure the tag you selected has actually been applied to contacts, or that patients exist within the date range you chose.

I sent a bulk message, but I can't find it in the View Message History.

If you scheduled the message for a future time instead of sending it immediately, it will be in the 'Pending Messages' queue, not the 'History' log.

First, check the View/Pending Messages page to see if your message is there waiting to be sent. If it's not in either location, the message may not have been created successfully, and you should try again.


πŸŽ‰ You'll Know It's Working When:

  • You can successfully view your past messages in the View Message History.

  • You are able to find and completely cancel a pending message before it sends.

  • The Preview button correctly shows the list of patients who match your selected criteria.


πŸ’¬ Need Help? We're Here!

If you have other questions about managing your bulk messages, our support team is ready to help. Contact us at 800-563-0469 or support@getaloha.com.

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