Introduction
One of many reasons you likely use the Lofty CRM is to maintain contact with your database. Utilize the mass emails and texts in Lofty to do so.
Summary
Limitations
There are a few limitations to be aware of when sending out mass emails and texts. These are all outlined below.
Mass Email Limitations
Leads Without Email Addresses
This is an obvious one, but the system will make you aware of how many leads do not have valid email addresses to send emails to. "Valid" is a keyword here, as any invalid emails that have been marked as such will not be available to send emails to with the mass email action.
Unsubscribed Leads
You will be unable to email leads who have unsubscribed from receiving emails from you.
Maximum Number of Email Recipients
You can only send a mass email to up to 5,000 leads at one time.
Please note, for all packages with a monthly email limit, it costs $1 for 5,000 additional emails.
Mass Text Limitations
Leads Without Valid Phone Numbers
The system will make you aware of how many leads do not have valid phone numbers to send text messages. "Valid" is a keyword here as any invalid phone numbers that have been marked as such will not be available to send texts to with the mass text action.
Maximum Number of Text Recipients
Special upper limit, a maximum of 500 leads can be processed at a time. If you select more than that many leads (with valid phone numbers), you will see a warning that says "You can only Mass Text 500 leads at a time"
Mass Emails
*Note: Mass emails are sent from your @lofty.com email address. Learn more HERE.
To send a mass email, navigate to the People page, select the leads that you would like to email, and then click on the Mass Email button:
After choosing the Mass Email option, you can edit the email before sending it. It will be sent as an individual conversation to every lead, not a mass email with everyone copied. You will want to take advantage of any templates that you have pre-built, as well as variables that can be used to reference a specific lead's name, etc. Learn more about variables HERE.
If you have family members associated with a lead and would like to copy (CC) them on an email that you are sending out via the Mass Email function, you can do so by clicking on the CC all family members checkbox. Those family members will be added to the email sent to that lead.
To edit a mass email, click the bell icon in the upper right-hand of your CRM.
Click the mass action that requires editing from your Notifications list.
Click the pencil icon to make the changes.
Mass Texts
To send a mass text to your leads, simply navigate to the People page, select the leads you would like to mass-text, and then click the Mass Text button.
The mass text message will be sent as individual conversations, not one group text. You will also want to take advantage of any text templates you have created as well as variables that can make the message more personal.
*Important note*
Sending the same content to many leads’ phone numbers at the same time may reduce the delivery rate of SMS and cause your virtual number to be blocked by your leads' carrier. We have added a timestamp at the end of each message to avoid getting the same content and avoid any issues with their carrier.
Smart Plans
Another important tool is Smart Plans. Smart Plans are used to automatically send out content.
For example, you can set up a Smart Plan and then adjust the Application Conditions to target the specific leads that you want to send a mass email or text message. The Smart Plan will send the message automatically, so you don't have to worry about it. Learn more about Smart Plans here: Smart Plans FAQs
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
Related terms: mass options, bulk email, bulk text
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