You can send a bulk notification to inform a group of clients or your entire customer base simultaneously.
Important
- To send SMS notifications (or messages via messengers), your location must have an SMS provider or chatbot connected. If you haven't yet connected a chatbot or an SMS service, we recommend choosing one of our partners in the "Integrations" section.
- Before conducting a bulk notification, consult with your provider about its capabilities and any limitations that may arise on the provider/chatbot side or the service where the notification will be sent. This may include specifics on how to send the notification correctly (e.g., to avoid your account being blocked for spam) or certain words that might be blocked by the telecom operator.
- To enable or disable the bulk notification feature, contact technical support or your personal manager (you can find their contact details in the "Overview" > "Summary" section). Before sending messages, ensure that the necessary sending channels are connected. For more information on connecting and setting up notification channels, click here.
- Not all notification channels support bulk messaging. Bulk messaging is unavailable for the "Email" and "Admin App" channels.
Sending a Bulk Notification
1. Go to the "Clients" > "Client Database" section.
2. Create a list of clients to whom you plan to send the notification. You can do this using checkboxes or client database filters. If you want to send the notification to all clients, skip this step.
3. Click the "Action" button in the bottom right corner of the page. In the menu that appears, select the necessary options:
- Send a message. For SMS notifications, enter the message text, check the box to acknowledge the legal aspects of SMS notifications, and click "Send."
- Send PUSH to mobile apps. Enter the text and click "Send" to send a push notification. Push notifications are sent only to clients who have installed the Altegio mobile app. The number of such clients will be shown in a pop-up window.
- Send PUSH to Aunio. This works similarly to sending notifications to the Altegio mobile app. Enter the text and click "Send." Push notifications are sent only to clients who have installed the Aunio mobile app. The number of such clients will also be shown in a pop-up window.
Important
For this setting to be available, go to Settings > Tools > Subscription plan.
Under the "Notification service" section, check the "Mass mailing SMS" box.
Comments