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Bulk Communications
Bulk Communications

This article will be looking at the bulk communication feature in the automation tab and how customer chasing status contributes.

Ron Danenberg avatar
Written by Ron Danenberg
Updated over a week ago

Bulk communication is a one-off communication that you can send to customers.

This can be used to send customers information such as:

- Statements

- Company information change

- Company procedure information

To create a bulk communication: Go into Automation ➡️ Bulk communications ➡️ select Create new bulk communication ➡️ draft bulk communication ➡️ Assign customers ➡️ Send

Customer Chasing and Bulk Communications

Bulk Communication is classed as manual communication in the platform.

So if chasing is turned off for a customer, you will have to remove the customer from the assigned list on the bulk communication.

This is easily done by employing the use of filters to ensure all customers with chasing turned off are excluded.

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