How to Send a Broadcast Message (Bulk SMS)

The Broadcast feature allows you to send a single SMS text message to multiple recipients at once. Unlike a group chat, each recipient receives an individual message and cannot see who else received it. This is ideal for sending project updates, site closures, or safety alerts to your entire team or contact list.

Prerequisites:

• You must have a connected Twilio account (See "How to Connect Your Twilio Account").

• You must have the Messenger module license assigned to your user.

Steps:

1. Navigate to the Messenger module from the left menu.

2. Click the Broadcast button in the top action toolbar.
3. The Broadcast Message window will open.
4. Select recipients from Contacts, Companies or Workers. 

5. Select the recipients by click on their name from the dropdown. To message the entire list, click the Select All checkbox in the top header row. 

6. Compose Your Message: Type your message in the text box.

   • Merge Fields: To personalize the message, use dynamic fields. For example, typing Hi {First Name} will automatically insert the recipient's actual first name (e.g., "Hi John", "Hi Sarah").

     • Use the Insert field dropdown to select from existing fields.

7. Send or Schedule:

   • Send Now: Click Send Now to deliver the messages immediately.

   • Schedule: Toggle the "Pick Date & Time" option, pick a date and time, and click Schedule Send to send it later.

8. History: To view the history of your broadcast, navigate to the History tab.