How Do I Manually Send a Mass Message?

A step-by-step guide on how to send a mass message to your contacts. This can include campaigns and manual review invite messages.

Creating Your Message

If you're sending a campaign, use the steps in this article to create a campaign template.

Sending Your Message

1. Go to People > Contacts > All Contacts

2. Select the contact group (Optional): Click the Groups box and choose the group of contacts you want to send the message to.

   • If you need to import new contacts and create a group for this campaign, use the steps in this article.

3. Filter enrolled contacts: Click the Status box and select Enrolled to see only contacts who are set to receive communications from Swell.
4. Select recipients: Click the arrow next to the checkbox at the top to select which contacts will receive the message. 
   • "All matching contacts" will send to everyone in the selected group. (recommended)
   • "All on page" will send to all contacts shown on the current page (up to 50)
     
     
5. After selecting your contacts, click Send.
6. Choose your template: When prompted, select your location, template type, and the review invite or sequence (campaign) template you created.
7. Schedule Your Message (Optional): Check Send Later if you would like the message to be sent at a certain time. Leave this box unchecked to send the message immediately.
8. Override: If you want to send to contacts who already received a previous message, check the Override box.
   
   
9. Click Send to send the message.