Overview

This article provides guidance on how to send batch messages to multiple members and personalize those messages using markdown and merge fields. It also includes important notes on member eligibility and message formatting limitations.

 

Information

• Sending Batch Messages to Members
• Formatting and Personalizing Messages

 

Sending Batch Messages to Members

Batch messaging allows Administrators to send the same message to multiple members at once. All messages that are sent will be sent in a one-on-one conversation. If no previous conversation exists with the member, a new conversation will be created, but if a previous conversation exists with the member, the new message will be sent in the same conversation.

1. In the Advocate Tab, select the advocates that you want to message.
2. Click the Actions drop-down menu.
3. Type your message in the text box.
4. Click the Send Message button.
5. A notification will appear in the Notification Center that will inform you of the progress of the job.

 

Formatting and Personalizing Messages with Markdown and Merge Fields

To personalize messages for Advocates, use merge fields to automatically insert an Advocate’s name, company, or other information.

By selecting the blue merge fields link, you will open a window that lists all possible merge fields. You can then copy a field that you'd like to use and paste it into your message.

Example merge field list:

You can also add a bit of flavour or clean up the presentation of your messages, you can use markdown formatting to add images, style text, and embed links. The formatting used in the screenshot above would appear in their messaging inbox as below (the formatting is also preserved in the email notification for messages):

The following markdown applies to messages sent between members and administrators:

• Bold Text: **PUT BOLD TEXT HERE**
• Italic Text: *PUT ITALIC TEXT HERE*
• Links: [link text here](https://linkURLhere.com)
• Images: 

 

FAQ

Can I send batch messages to locked members?

No, locked members are not able to receive messages.

Is there a limit to how many members I can message at once?

Yes, you may only message up to 200 members at a time.

How can I personalize batch messages?

You can personalize messages using merge fields to insert information like an Advocate’s name or company, and markdown formatting to style text, add images, and embed links.