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Engagement: Send Messages to Patients in Bulk
Engagement: Send Messages to Patients in Bulk

Learn how to send messages to multiple patients at once using the Engagement Bulk Action tool

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Many times, it makes sense to send messages to more than one patient at a time to reduce the amount of time you spend preparing messages. The Bulk Action feature in Engagement allows you to send mass emails, texts, voicemails, review requests, forms/consents, and more!

When sending a bulk message, Engagement will ignore certain targeted patients from receiving messages if they fall into any of these categories:

  • Patient is inactive

  • Patient is from another clinic

  • Patient does not have an email/phone number

  • Patient is opted out of messaging

  • Patient has the same email as another patient

  • Engagement will only send one message per family group. This is usually the guarantor that will receive the campaign message.

Learn more about creating and sending messages:

Click here to learn about all of the Bulk Action functionality available in Engagement.

Watch the short video below about how to send a mass message:

Engagement has set limits for texts and emails that are sent in bulk:

Texts: 250 per hour for Bulk Messaging

Emails: 15,000 per campaign for Bulk Messaging

Why are direct messages limited to 250 messages/hour? Text messages should only be used to send important office updates to impacted patients. Sending mass text messages runs the risk of the number being flagged as marketing/spam by carriers and not being able to communicate with patients via text. If your filtered list exceeds 250 patients, try using the age filter to reduce the size of your list.

As a general rule of best practices, marketing should always be done via email. Click here to learn how to send Email Campaigns.

Send a Message to Multiple Patients Using Bulk Action

  1. Click on the Patients tab from the left side menu in Engagement

  2. Apply filters to sort patients by clicking on the available Columns, or click on the Filters Library found in the top right hand corner to apply a pre-made filter group

  3. Select the checkbox next to Bulk Action to select all patients

  4. Click on the Bulk Action dropdown arrow

  5. Choose from the available bulk actions to send a direct message, email, review request, app invite, voicemail, etc.

Tip: You can also tag patients in bulk. Click here to learn more.

If you need to make changes to your messaging templates, you can do so from the Templates tab in Settings. Click on the resources below to learn more:

Keywords: text blast, mass communication, mass texting, bulk messaging, group text, mass text.

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