How to send bulk SMS in the Contacts app?

Updated on December 28, 2020 05:03AM by Admin

The Contacts app of Apptivo has a Bulk Actions option that allows you to send SMSes to multiple contacts at a time. Let’s go through the steps to send bulk SMSes in the Contacts app of Apptivo.

Note: This feature is available only in the Ultimate and Enterprise plans of Apptivo. Also, you should also integrate your Nexmo number with the Apptivo Contact Center app to use this feature.

Steps to send bulk SMS

  • Log into your Apptivo account and go to the Contacts app. Here, go to Settings → Security → Actions.
Contacts app

  • Scroll down to the Send SMS option and enable the toggle to start using the Bulk SMS feature.
Enabled Toggle

  • Navigate to the Show All page of the Contacts app. Select the contacts to which the text message has to be sent.

Note: You can send text messages to up to 1000 contacts at a time.

Show All Page

 

  • Now, choose Bulk Actions → Send SMS.
Bulk Actions

  • A warning message will appear asking for confirmation. Select Ok.
Warning Message

  • If any of the selected contacts are blacklisted in the Contact Center app, you will receive a notification for that also. Click Yes to proceed and No to discontinue the action.
  • Click here to know more about blocking/unblocking phone numbers in the Contact Center app.
Blacklist Warning

  • On clicking Yes, the SMS side panel will come into view. Here, you can choose a template for the SMS. The templates are designed from the Settings page of the Contacts app. Click here to know more about creating SMS templates in the Contacts app.
SMS Window

Note: If a particular contact doesn’t have a phone number, then the contact will not be listed in the To field.

  • Click Send and you will receive a success message once the text messages are sent.
Success Message

  • Once the SMS is sent, the text message can be found in the associated contact’s SMS tab. Click here to know more.

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