Sending messages to Groups and Contacts

Click New Message at the top right. Messages can be sent to multiple contacts, a whole group or multiple groups. To start adding contacts, groups, or a program, start typing the name into the box and click on the name from the dropdown once it appears.


Sending messages to advanced search results

    1. "add or edit criteria" and set filters, such as Advisor equals <Advisor Email>

    2. Search: This produces a list of contacts filtered by your search conditions

    3. Click the drop down arrow on the "New Message" button and see the "Send to current results"  option in the drop down

    4. Select "Send to current results"

    5. New Message window appears with everything set up

    6. Construct Message

    7. Select Now or Future Date (if Future Date set that)

    8. Next

    9. Review and Confirm new message

    10. Send

Image of the bulk message box, with contacts from an advanced search results list selected.



You can include contact profile data in the message content to personalize your message. Click the tag icon in the bottom right of the message box and choose the field you want to include. The field will be inserted where your cursor is, and will automatically be followed by a space. You can include as many fields as you would like in a message.

Image of the bulk message box, with the profile field selection tool opened.


Character count

As you type your message, the character count at the bottom right will update, showing you how many characters you have used of the 1600 limit. While you can use as much of the character limit as you would like, remember that shorter messages are much easier to read and can generate higher response rates!



If you would like to add an emoji to your message, click the smiley face icon at the bottom right. Scroll through the list and click whichever emoji you would like to add to the message. Note that the emoji will be inserted wherever your cursor currently is.

Image of the bulk message box, with the emoji keyboard open.



To attach a photo or gif to your text, click on the image icon at the bottom right. Click Select files to upload to choose your attachments. Note that only .jpg, .gif, and .png files are supported, and that files must be under 500 KB. Once you've selected your file(s), click the pencil icon at the bottom right to return to the text editor.


The Delivery Date below the text allows you to choose whether the message should send immediately once you click Send, or if the message should send at a future date and time. By default, the Now option is selected. To choose another time, click Future Date. A calendar will appear, allowing you to choose the date on which you'd like the text to send. Below the calendar, choose the time you'd like the message to send at, by clicking the hour and/or minute and typing a new value. Click am or pm to change the time period. 

Once your message is complete, click Next to be sent to the confirmation window to review your message details. Then click Send and your message will send immediately or at the time you have selected. 

Image of the bulk message box, with the schedule for a future date option selected.