Send a Bulk SMS Merge

Summary

This article will cover the bulk SMS merge functions in Property Tree. You can use this feature to send multiple text messages to owners, tenants, creditors, vendors, buyers and conveyancers in one process.

How to Send a Bulk SMS Merge

In order to send a bulk SMS merge, you will need to set up your SMS merge templates. Once your templates are configured, to send a bulk SMS merge, go to:

• Managements > Communication > Create Mail Merge

Step 1: Select Method

• Select SMS > click Next

Step 2: Select Template

• Select your template from the drop down options

• Click to view and temporarily modify the template if required
• Click Next

Step 3: Choose Recipients 

• Select the Profile Type and Contact Type from the drop down options
• Click the checkbox to only send one copy of the SMS to recipients who have multiple matching properties in Property Tree

• Click Next

Step 4: Filter Recipients 

• Select from the Default Filters or filters for specific scenarios as needed

• Click Next

Step 5: Create Mail Merge

The results display in a grid. If a recipient has appeared that you do not want to include in the bulk SMS, untick the box.

• Click on the preview icon (magnifying glass next to each recipient) to check the final merged template prior to sending, if required
• Scroll to the bottom of the screen > click Send SMS

Note: A standard text message has 160 characters, including spaces, anything over that amount becomes an additional text message. SMS totals are displayed on the mail merge template to indicate the quantity of messages that will be sent. These totals are estimates only, and the final message size depends on the content of template fields (if applicable). Charges apply per SMS, not per contact.

A record of the SMS sent can be found in:

• Managements > Communication > Communications History

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