SMS an employee or Send a bulk email or SMS to employees

You're able to send emails and sms to an individual or group of employees. With emails you can also add an attachment as a JPG, PNG or PDF.

To send an sms to an individual employee:

1. In the quick menu navigate to People > Approved People.

2. Use the Show Filter and/or select people from the checkbox next to their name.

3. Click Bulk Actions and choose the employee and select from bulk actions Send Email to all Selected or Send Email to filtered if you searched by Employee name.

To send a bulk email to selected employees:

1. In the quick menu navigate to People > Approved People.

2. Use the Show Filter and/or select people from the checkbox next to their name.

3. Click Bulk Actions and choose: Send Email to all Filtered (send email to full list filtered), or Send Email to all Selected (i.e. if you select specific people from the filtered list).

Bulk_email.png

4. Type in the content of your email.

Send_bulk_email_w_attachment.png

5.  You can also add an attachment (optional) by clicking on browse, selecting your desired document. Ensure to select Add Document, this will confirm that you'd like to attach the chosen documents to the bulk email.

Add_attachment.png

Full example email output:

Send_bulk_email_full.png

Bulk_email_received_w_attachment.png

You can view your email send history in Communication > Communication Log.

To send a Bulk SMS,

Follow steps 1- 2 above

3. Click Bulk Actions and choose: Send SMS to all Filtered (send sms to full list filtered), or Send SMS to all Selected (i.e. if you select specific people from the filtered list).

Send_sms_tos_elected.png

4. Type in the content of your SMS (or choose an existing template) and click Send.

Send_SMS.png

You can view your SMS send history in Communication > Communication Log.

 

Was this article helpful?
3 out of 4 found this helpful