Bulk actions for Communication

If you have several similar actions to do, instead of doing them one by one, you can perform all of them simultaneously. Bulk actions save time and make your workflow more efficient.

Wie man Massenaktionen durchführt

Zur Durchführung der meisten Massenkommunikationsaktionen:

1. Go to Clients > Accounts from the left menu bar.

2. Aktivieren Sie die Kontrollkästchen neben den Kunden, denen Sie eine Nachricht senden möchten.

3. Choose the option from the top menu bar, or click More Actions in the top menu bar and then choose the option from the drop-down.

   

Bulk-Aktionen für Emails

Emails senden

With the Send Email bulk action, you can send a personalized email to multiple recipients at once (learn about the bulk email limits here ) and use email templates to speed things up. To learn more about bulk emailing, go here .

Geplante E-Mails abbrechen

Sometimes, you need to cancel all scheduled emails for an account. To do so:

1. On the Accounts page, select accounts for which you want to cancel scheduled emails.

2. Click More Actions in the menu bar, then select Cancel scheduled emails from the drop-down.

   

Bulk actions for chats & SMS

You can manage chat threads and SMS in bulk either from a single client’s account or from the Communications page:

• From the Communications page: Go to Communications from the left menu bar. On the Chat or SMS tab, you can select chat threads across multiple clients to apply actions in bulk.

• Within a client’s account: Go to the client’s account and open the Communication tab. On the Chats or SMS tab, select the threads you want to update.

  

1. Archive. Archive select chat threads. Read more on archiving chats .

2. Als gelesen markieren. Markieren Sie ausgewählte Themen als gelesen.

3. Unarchive. Unarchive selected chat threads. Read more on reopening chats .

4. Als ungelesen markieren. Markieren Sie ausgewählte Chat-Themen als ungelesen.

5. Löschen. Ausgewählte Chat-Themen löschen.

Nachrichten an mehrere Clients senden

To send the same chat message or SMS to several clients:

1. On the Accounts page, select the client accounts.

2. Click More Actions in the menu bar and choose either Send message or Send SMS from the drop-down. Learn more about sending SMS in bulk .

   

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