These instructions will guide you to set up a recurring mass email or text. If you’d like to send out a mass email/text just one time, click here instead.
If you have never sent an email from Insight, follow the steps here to set up emailing.
Create your message #
First, we need to make a template for what will send out to clients. Go to Setup → Templates. Choose Email Templates if you’re sending an email, or SMS Templates if you are sending a text (add-on feature). Create your message here. If you need help doing so, view instructions here.
Note: If you want to avoid using multiple text message credits per message, be sure the message content is within 160 characters (including spaces).
Set client marketing preferences #
Next, we need enable marketing emails and/or texts for all clients.
- Go to Clients → Actions → Set All Marketing Preferences.
- Check off email and/or sms here and click ok.
- Insight will now go through and set preferences for all clients. This can take a while if you have a large number of clients.
Create the mass email/text event #
Go to Setup → Events Setup → Marketing Events and follow these steps: