When you want to send out bulk text messages to your clients, you will need to make sure that you’ve received the proper authorization first. Make sure that, during your intake or checkout process, you get permission from the customer along with basic information, like their name, phone number, and email address, so that you can contact them.
Make sure that you’ve assembled all of their information into a CSV file. Each point of data should have its own column so that the RepCheckup tool can pull the information properly.
Once you have that document prepared:
To send bulk requests, you’ll need to navigate to the organization and location that you’d like to get customers to leave a review for.
- Navigate to the “Messages” section of the sidebar.
- Click on Send Message
- Upload a CSV full of customer information.
As a part of your customer intake process, you should be collecting their name, phone number, and email address. You will also need to get their permission to contact them before you enter their information into a CSV file.
Make sure that it is formatted so that each point of data is organized in its own column so that RepCheckup can pull the information correctly.
Once you upload the CSV, you will need to:
- Select the message template
- Select the type of survey that you want to send en masse.
- Preview the message