A step-by-step guide on how to send a bulk message to your contacts. This can include campaigns, manual review invite messages, and Patient Experience surveys.
Creating Your Message
If you're sending a campaign, use the steps in this article to create a campaign template.
Sending Your Message
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Go to People > Contacts > All Contacts
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Select the contact group (Optional): Click the Groups box and choose the group of contacts you want to send the message to.
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If you need to import new contacts and create a group for this campaign, use the steps in this article.
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- Filter enrolled contacts: Click the Status box and select Enrolled to see only contacts who are set to receive communications from Swell.
- 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)
- After selecting your contacts, click Send.
- Choose your template: When prompted, select your location, template type, and the review invite or sequence (campaign) template you created.
- 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.
- Override: If you want to send to contacts who already received a previous message, check the Override box.
- Click Send to send the message.