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Beamery users can access Bulk Messaging to send emails in Beamery without ever leaving the CRM. Send up to 100 email messages at once without disrupting your workflow. This bulk action can be performed from the People, Pools or Vacancies tab with the following steps. 

Table on Contents

How to use Bulk Messaging
Sent Bulk Messages
When to use Bulk Messages vs Campaigns

How to use Bulk Messaging

From the People Grid, click on the box to the left of all the candidates you would like to include in the message. 

Click Send message.

From the Vacancy view, click on the box to the left of all the candidates you would like to include in the message. 

Click the vertical ellipses at the bottom of the page and choose Send a message.

You will then see an email modal on your screen. Here you will find several options for scheduling and customization.

• Send time - choose to send your messages immediately, schedule them in advance, or send the first touch based on a delay.
• Multi-touch - schedule up to 3 email follow ups. Schedule follow-up emails for a specific or relative time. Choose to send based on:
  • Reply
  • No reply
  • Click
  • No click
  • Open
  • No open
  • If previous touch was delivered
• Variables - add personalization to your messages with variables including in the subject line.
• Templates - access your organization's saved email templates.
• Invite to Apply - include a job link and invite a group of candidates to apply for a specific vacancy.
• Convert Flow link - add a link to a convert flow. 
• Meeting Scheduler link - send a link for the candidate to schedule a personal meeting with you based on your calendar's availability. 
• Email Signature - add your email signature to your message.
• Send a Test - compose an email and then send a test to verify layout, content and links. 

Best Practice Tip: Use Boolean Search and Filters to narrow down a group of candidates to message. Be sure to use the filter Last Contact to make sure candidates are being messaged with an appropriate cadence. 

Sent Bulk Messages

Messages sent directly from Beamery will also be automatically logged on the candidate’s profile under the Inbox tab, allowing you to easily maintain a single source of truth for candidate communication.  

To view, edit, or cancel your bulk messages, navigate to Campaigns and filter by Bulk Messaging Campaigns. Locate the message based on the email subject line. 

Once you've located your Bulk Message, click the vertical ellipses on the right to expand options for View analytics, Export analytics to CSV, Duplicate, and Cancel.

When to use Bulk Messages vs. Campaigns

Bulk Messaging brings the personal touch of a 1:1 email to the time-saving automation of Campaigns. Learn more about when to use each of these great features.