Summary
Learn how to send one SMS message to multiple contacts while keeping the message personalised by automatically using the consultant assigned to each contact.
This article covers:
About group SMS
Group SMS allows you to send the same SMS message to multiple contacts in a single action while automatically adjusting the sender based on each contact’s assigned consultant.
The sender is determined by the consultant linked to a unique category, such as MyContact or another category that assigns a consultant to the contact.
This feature works similarly to Group Blast email campaigns, where the message content is the same but the sender changes depending on the consultant responsible for the contact.
When to use group SMS
Group SMS is useful when you want to send one message to many contacts while keeping the sender personalised to the consultant assigned to each recipient. It works well for broad updates such as local market activity where contacts still need to receive the message from the consultant they recognise.
For example: If Contact A is assigned to one consultant and Contact B is assigned to another, both receive the same SMS content but each sees it sent from the correct consultant.
Requirements for group SMS
Group SMS only works when the contact list is filtered using a Unique category that clearly identifies the consultant responsible for each contact.
Examples of valid filters include:
- MyContact
- Newsletter categories linked to consultants
- Any category where each contact has one assigned consultant
Send a group SMS
To send a group SMS:
- Go to: Contacts
- Apply a filter based on a unique category
- After filtering by a unique category, select all contact records
- Click More > Group SMS
The Send SMS window opens.
In the Send SMS window: The To section displays the contacts who will receive the SMS. The system also shows contacts who cannot receive the SMS, along with the reason (for example, an invalid mobile number). The From section shows the consultants the system will send messages on behalf of, based on the selected unique category.
- Toggle Include photo (via MMS) and select the relevant property photo to attach a property photo (Optional)
- Toggle Use library Template to use an existing template (Optional)
- Select the SMS template
- Customise your message if needed
- Click Preview
- Review the message for each recipient:
- Confirm the message body is correct
- Confirm the sender matches their unique category consultant
- Click Send
The system will send the SMS to each contact with the correct consultant as the sender.
Articles in this section
- Add a new category to the database (for agents to use)
- Add an owned property to a contact
- Control bank account detail visibility
- Delete a contact
- Delete a contact’s residential address
- Delete contact history's events
- Disallow duplicate entries of contacts
- Filter contacts by activity
- Filter contacts by Reasons to Call
- Find a contact using their residential address