After reading this article, you’ll be able to:

  1. Send mass SMS text messages from Contacts and Aptlet boards
  2. Create Contact Segments
  3. Use SMS templates and merge fields

Subscription Requirement

Bulk texting is only available for people with a phone number connected to an Aptly inbox. Click here for instructions on how to configure a new phone number on your account.

To send a bulk SMS message:

1. Click Contacts

2. Define your audience for the bulk SMS. Use the quick filters at the top of the screen by choosing a specific contact type, location or happiness score from the drop down menus. 

3. Additionally, narrow down your audience with segments. A segment is a custom group of contacts based on information like an open ledger balance or a lease expiring in 30 days. Use an existing segment or create your own. 

To create your own segment, click Add Segment. A box will appear on the right. Enter the information and click Create Segment.

Helpful Segment Examples:

  • Upcoming renewals
  • Open ledger balance
  • Low happiness score
  • Lead status

4. Once you’ve chosen your audience, click the first checkbox in the column to bulk select every contact or individually select each contact.

5. Click Bulk SMS on the right. A new window will pop up. Your recipients will be listed in the left hand panel. To remove a recipient, hover over their name and click X.

How to Use SMS Templates and Merge Fields

6. Enter your message, or click the communication templates icon (lightning bolt) and select a communication template. Once you’ve selected a template it will appear in the message window. 

Templates can include merge fields, which are a way to personalize your mass message to each recipient with data integrated from your property management software.

To add a new merge field click the plus icon.

7. To preview your message, click Show Message Preview on the right. This is how your recipients will see the message. Merge fields shown in yellow indicate missing information from your property management software. Be sure to correct any missing fields before sending.

8. When your message is ready to send, click Confirm. 

All incoming SMS messages will appear in your Mine view, so you can keep track of all your communication in one place.

Bulk text contacts on an Aptlet Board in Table View

  1. From an Aptlet board, click table in the upper right corner
  2. Narrow down your audience with segments (optional)
  3. Click the first checkbox in the column to bulk select every contact or individually select each contact
  4. Click Bulk SMS
  5. Follow steps 6 through 8 above

Bulk text contacts on an Aptlet Board by stage in Board View

  1. From an Aptlet board, click Board in the upper right corner
  2. Click the more icon (3 vertical dots) on the stage you'd like to bulk text and click Select All to select all cards in that stage. Or, click the checkbox in the bottom left corner of the cards you'd like to bulk text.
  3. Click Bulk text
  4. Follow steps 6 through 8 above
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