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Mass Communication | Texting (SMS) & Email
Mass Communication | Texting (SMS) & Email

Send a mass text or email message to your clients directly within Shepherd.

Updated over a week ago

With our mass communication feature, you are able to send a mass text message, or email, to all or a segment of your clients. This can be helpful in the event of an unexpected closure, adjustment to hours, or monthly education and promotions.

Create a New Message

First, you will need to create a new message by selecting "New Mass SMS/Email" and then choosing whether you would like to create an Email or SMS Template.

Content

Next, you will type your text message

  • For an SMS communication, you can also select from existing SMS templates set up in your account.

  • For an Email communication, input a Subject and then the body of the email

  • Once completed, you will select "Next Step".

Audience

Within the audience tab, you will be able to manually select clients or apply one or more filters. Once you have the appropriate clients selected, you will select "Next Step".

Review & Send

Once the message is complete and the audience is selected, you will be able to either send the message immediately or schedule a date and time for it to be sent.

From this section, you can also see the number of clients the message is being sent to under the total number of recipients.

Once a message has been sent, you will be able to select the recipient list for reference of which clients specifically received the message.

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