Before You Begin
- Mass Notify is available on Plus and Advanced plans only.
- Owners and Admins can send to any user group in the account. A Limited Admin can notify only users within their own user group.
Sending a mass notification
- Open Mass Notify
- In the web app, open Notify Users in the sidebar, or go to Mass Notify.
- Choose who receives your message
- Open Select Recipients and choose the user groups (and users) who should receive the message.
- Set a headline
- Think of this as an email subject line: it is the first thing a recipient reads, and on a locked phone screen it may be all they read. Lead with the action: "North Field closed: lightning" rather than "Weather update".
- Enter your message
- Write the body of the message. Keep it short and specific: what is happening, what the recipient should do, and when it changes.
- Choose your delivery channels
- Select push notification, SMS, email, or any combination.
- Whether an individual recipient gets a push or a text also depends on their own notification settings.
- For anything urgent, select more than one channel.
- Review the preview and send
- Check the preview for how the headline and message will appear.
- Confirm the send. Make sure the user count in the confirmation matches the group you expect to send to.
- Send the message. A mass notification cannot be recalled: once it sends, the message is on every recipient's phone, and the only fix is a second message correcting it.
After you send
Open the History panel on Mass Notify to see past sends and recipient counts. You can also save a message as a Template from the send form for reuse.
If a recipient didn't get the message
Work through these in order:
- Were they on the recipient list? Confirm their user group and location were included in the send. This is the most common cause.
- Are they signed up? SMS needs a mobile number saved on their profile; push needs the mobile app installed with notifications allowed at the device level.
- Are their own notification settings blocking it? A user's channel preferences apply to a mass notification too.