One of many reasons you likely use the Lofty CRM is to maintain contact with your database. Utilize the mass email and text function in Lofty to do so.
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.
You will be unable to email leads that have unsubscribed. You will see a note like this one when attempting to email leads in your database that have unsubscribed:
Maximum Number of Email Recipients
The upper limit of the number of leads in a single operation of the following Mass Action has been increased from 200 to 5K.
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"
*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 option to Mass Email, you will be able to edit the email before sending it off. 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 you 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 and those family members will be added to the email sent to that lead.
To send a mass text to your leads, simply navigate to the People page, select the leads that you would like to mass text, and then click on the Mass Text button at the left side:
You can then compile your text message which 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 (learn more HERE) that can make the message more personal.
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.
Another important tool to be aware of to sending out emails and texts to your database of leads is Smart Plans. You can use Smart Plans to automatically send out content. You can learn more about using Smart Plans at THIS link.
Another reason why you might consider using a Smart Plan to send out a mass email/text is to work around the maximum of 200 recipients (outlined above in Limitations). For example, you can set up a Smart Plan and then adjust the Application Conditions so that you are targeting the specific leads that you want to mass email, check the option for whenever leads meet the specified conditions, and then you will want to make sure that you "include current applicable leads". Set up the Smart Plan with the content you want to apply, turn on Auto Apply, and then save the Smart Plan and it will find all matching leads to send the content to.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.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