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Engagement: Using Bulk Action to Send Mass Messages
Engagement: Using Bulk Action to Send Mass Messages

Learn about sending mass communication using the Engagement [Modento] 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!

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 hour for Bulk Messaging

Why are texts 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.

Send a Message Using Bulk Action

  1. Access the Patients tab from the left side menu in Engagement

  2. Apply needed filters to patients by using the Filter Columns, or the pre-made Engagement Filters found in the top right hand corner.

  3. Select the top left check box next to Bulk Action to select all patients.

  4. Click the Bulk Action drop down menu

  5. Select the desired action from listed options

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

Modify Message Templates

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

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