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Batch SMS

How to Send a Batch SMS

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

Batch SMS allows you to send a text message to multiple contacts at the same time. This is especially useful for sending updates, promotions, or notifications to a large audience.

✅ Prerequisites

Before using the Batch SMS feature, please ensure:

  • You have the necessary permissions to send batch messages.

  • Your contacts have opted in to receive SMS communication.

👥 Selecting Contacts

You can send a batch text to:

  • All Contacts

  • Any contacts from a specific contact Group.

To target specific people:

  1. Use the Filters button to segment your list based on criteria you choose.

  2. Select contacts using the checkboxes on the left side of the contact list.

  3. Once contacts are selected, click the Batch button on the left side menu.

  4. If you have permission, you will see the Batch SMS option enabled.

✍️ Using Text Templates

  • You can add or select SMS templates for consistent messaging across batches.

  • Templates are especially useful when you're sending the same content frequently. They help save time while ensuring your messages remain clear, professional, and on-brand.

📎 Attaching a Digital Document

Whether you're sending an SMS one-to-one or in a batch, you also have the option to attach a digital document to your message.

Here’s how:

  1. In the SMS text box, type the symbol @.

  2. From the dropdown that appears, select "Digital Document."

  3. A blue "Select Digital Document" button will appear at the top of the text box.

  4. Click the button and choose the document you'd like to attach from your available digital documents.

This feature is especially useful for sending waivers, onboarding forms, policy documents, or other important resources directly via SMS.


Other Important Information:

  • 📎 Batch Identifier

    Each batch SMS is assigned a Batch ID.

    • If you need support or have questions about a specific batch, please provide this ID to the support team.

  • 📊 Summary & Contact Management

    • Visual Contact Summary: Shows how many contacts and which groups are included in your batch.

  • Contact List Management:

    • You can remove contacts from the batch if:

      • They have unsubscribed.

      • Their phone number is invalid.

      • Their previous SMS bounced.


⏱️ SMS Sending Rate

Please note that our phone carrier sends one message per second. This means that the time it takes to deliver all messages depends on the size of your contact list.

Example:
If you send a batch SMS to 300 contacts, the last contact will receive their message approximately 5 minutes after the first one.

IMPORTANT NOTE:

☎️ Choosing the Sender Number

As an Owner, you have the ability to choose which phone number to send the SMS from:

  • The location’s main number, or

  • An additional number, such as a staff member’s number.

This is especially helpful if a team member is unavailable (e.g., on vacation), and someone else needs to send or manage responses on their behalf.

⚠️ Important Notification About Large Batches

Each time you attempt to send a Batch SMS, a warning message will appear if your selected contact list is large.

This message is designed to remind you that it is not advisable to send messages to a large number of contacts if those messages require individual responses or acknowledgments.

The notification also includes helpful recommendations to:

  • Stay compliant with phone carrier policies

  • Avoid potential account suspension

  • Ensure uninterrupted message delivery

Acknowledgment Required:
To proceed with sending the batch SMS, you must check the acknowledgment box in the notification. This confirms that you’ve read and understood the potential risks and best practices for sending to large groups.

⚠️ Disclaimer

Phone carriers may flag or block your number if they detect that the same type of message is being sent to large groups, as it could be interpreted as spam or a potential threat.

To reduce this risk, we highly recommend warming up any new phone number before sending large batches. You can do this by:

  • Sending messages in smaller batches of 250–500 contacts

  • Encouraging recipients to respond to your messages, which signals to carriers that your messages are wanted and legitimate

Taking these steps helps establish trust with carriers and ensures your SMS campaigns remain effective and compliant.

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