Bulk actions for Communication
If you have several similar actions to do, instead of doing them one by one, you can perform all of them simultaneously. Bulk actions save time and make your workflow more efficient.
How to perform bulk actions
To perform most communication bulk actions:
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Go to Clients > Accounts from the left menu bar.
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Select the checkboxes next to the clients you want to message.
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Choose the option from the top menu bar, or click More Actions in the top menu bar and then choose the option from the drop-down.
Bulk actions for emails
Send emails
With the Send Email bulk action, you can send a personalized email to multiple recipients at once (learn about the bulk email limits here ) and use email templates to speed things up. To learn more about bulk emailing, go here .
Cancel scheduled emails
Sometimes, you need to cancel all scheduled emails for an account. To do so:
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On the Accounts page, select accounts for which you want to cancel scheduled emails.
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Click More Actions in the menu bar, then select Cancel scheduled emails from the drop-down.
Bulk actions for chats & SMS
You can manage chat threads and SMS in bulk either from a single client’s account or from the Communications page:
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From the Communications page: Go to Communications from the left menu bar. On the Chat or SMS tab, you can select chat threads across multiple clients to apply actions in bulk.
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Within a client’s account: Go to the client’s account and open the Communication tab. On the Chats or SMS tab, select the threads you want to update.
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Archive. Archive select chat threads. Read more on archiving chats .
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Mark as read. Mark selected threads as read.
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Unarchive. Unarchive selected chat threads. Read more on reopening chats .
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Mark as unread. Mark selected chat threads as unread.
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Delete. Delete selected chat threads.
Send messages to several clients
To send the same chat message or SMS to several clients:
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On the Accounts page, select the client accounts.
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Click More Actions in the menu bar and choose either Send message or Send SMS from the drop-down. Learn more about sending SMS in bulk .
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