You can send auto-personalised content to up to 50 clients at a time via the Bulk Send feature. This is a quick and efficient way of engaging with many clients at once, such as if you need to contact several new leads with an introduction or update existing clients on a new product, service, event, or offer.
Selecting Multiple Clients
You can select multiple clients and initiate bulk content sending from your Content Details or Client List screens.
When viewing a Message, File, or Page, tap on the SHARE WITH CLIENT button at the bottom to show the Select Clients screen. You can enable multi-select mode by tapping on Bulk Send at the top right of the screen, or by pressing and holding on any client on the list.
Simply select as many clients as you wish, up to 50 at a time, then tap the SEND TO X CLIENTS button at the bottom to proceed to sending.
Note that the Bulk Send option is only available if you have 3 or more clients in your account, and will not allow you to add or select contacts from your phonebook during the process. Make sure to add all recipients to Privyr before bulk sending to them.
Bulk Sending Content
Reviewing and editing content while bulk sending works exactly the same as when Sending Quick Responses or sending content to a single client. However, the bottom half of the screen will now show all clients that you selected, with various options to send or update the client:
- The Bulk Send Channel shows whether you’ll be sending via WhatsApp, SMS, or email when you tap the SEND button for each client. Tap on Change to switch to another sending channel. Note that you can update your default sending channel via your Account Preferences.
- Before sending, the client’s name and contact detail for the selected channel will be displayed.
- Tap the client to edit their name or contact details, if needed.
- Tap the SEND button to send via the bulk send channel, or press-and-hold the SEND button to view more sending options.
- After sending, the client’s follow up date will be displayed beneath their name.
- Tap on Usage Tips at the bottom of the screen to view instructions on the various functions.
Once you’re done, you can tap the DONE button in the top-right of the screen to finish and go back to the message, file, or page details.