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Bulk Message a Group via Tags
Bulk Message a Group via Tags
Kane Sivesind avatar
Written by Kane Sivesind
Updated over a week ago

With the filters and bulk options within Coach Catalyst, it's really simple to reach a ton of clients with very little time!

If you have a particular tag of clients (like maybe everyone in a particular challenge or program) you can easily bulk message them at once.

First, click on the Filters button on the Client Index page and go to the Tags drop-down. Select the tag you want to message.

Just those clients will now be shown on your Index page. Click the top checkbox to select all clients and use the action drop-down on the right to select Send Bulk Message.

This will take you to the Bulk Message screen. Here you can type your message, add in personalized details (like first name) as well as add any image or PDF you want.

Remember, any message you send will show up as a 1:1 message between you and your client. This is not a group message but instead will show up in each client's message thread.

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