How to send a broadcast to many people at once
This video is coming soon
The written steps below already work. Come back to watch it.
How to send a broadcast to many people at once. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Broadcasts.
- Under New broadcast choose the Audience: customers with active jobs, all active customers, customers with active jobs in a County, all crews and field employees, or all employees. The number of recipients is shown next to each audience.
- Choose the Channel (Email, SMS or WhatsApp), then write the Subject and the Message. {{customer}} and {{contact}} are personalised per recipient.
- Press Send broadcast and confirm.
Tip
The broadcast appears under Sent broadcasts; open it to see each recipient and status. Only Owner / Administrator and Office Manager can send; other office roles only see the history.