The bulk text feature allows you to send a text to multiple prospect contacts or referrer contacts at the same time.
*Note- A completed text activity will maintain a thread chain based on the current conversation. This will count as 1 completed text activity. If a following text is received or sent after 1 hour of the initial message, this will create a new text activity thread.
1. Click the top check box within the prospects or referrers section of WelcomeHome, then click "Text."
*Note- if you want to send the bulk text to a targeted group of people based on stage, lead source, or any other factor, filter your prospect or referrer list first before checking off the top square. These filters will be respected when pulling through the contacts.
2. Clicking the top check box will select the visible prospects or referrers on the screen. However, you do have the ability to select all by clicking the green "Select all prospects" button. You also have the ability to select and deselect individual prospects or referrers to pull a more specific list.
3. Choose Recipients
The bulk text recipient options for prospects are: individual prospects, influencers, and primary contacts. The bulk text recipient options for referrers are individual referrers.
For prospects, you can toggle on/off all prospects, all influencers, and/or all primary contacts. You also have the option to toggle on or off individual contacts. For referrers, you can toggle on/off individual referrers.
4. Edit Message
Type a one-off text or select a message template from the dropdown at the top. When selecting a message template, edits can still be made before sending the message.
*Note- Admins can choose to send a bulk text as another user. If you'd like to change who the text is coming from, click on the arrow to the right of the "from" field. Here you can select who the text is coming from.
You have the ability to add in merge fields to further personalize your text. If you start typing '{{' you will see a dropdown of options. As an example, if you type {{ and then click on first_names, it will show up as {{first_names}}. This will then put each person's name at the beginning of the text.
The following are all merge field options:
-
- community_address
- community_directions
- community_name
- event_address
- event_address_url
- event_additional_details
- event_company_html
- event_date_and_times
- event_flyer_html
- event_location
- event_name
- event_rsvp_html
- event_virtual_location
- event_virtual_location_url
- event_virtual_location_description
- event_virtual_location_link_text
- first_names
- move_in_date
- profile_share_link_url
- prospect_name
- scheduled_at
- user_first_name
- zoom_meeting_details
5. Schedule
Schedule whether you would like to send the bulk text now or if you would like to schedule a future date or time to send the bulk text. If you want to send the bulk text now, make sure the 'now' button is toggled on and then click 'next'.
If you decide to schedule a future date or time to send the bulk text, toggle to 'schedule'. Once you have selected 'schedule', WelcomeHome will then prompt you to fill in the desired date and time that the bulk text should be sent, after these fields are filled in click next.
6. Review
Review the recipients and the message. If everything looks good, click "Send Texts".
*Note- If at any point a prospect responds STOP to the bulk text, you will need to go to their profile and toggle "Do not text" on under their contact information so you will not accidentally text them again. Use discretion when sending bulk texts to not seem like spam. Words such as "Sales" and "Promotions" often get tagged or viewed as spam. In order to keep lines of communication open with prospects, try not to bulk text large numbers of prospects/referrers too frequently.
Once sent, it will let you know how many texts were sent. There will be a completed text activity on each recipient's record!
7. Messenger
You can always click into the Messenger tab and see all of your texts!