Bulk Messaging
Send a one-off email or WhatsApp message — to one contact or many — directly from the Contacts list, without leaving the page.
Starting a Bulk Message
Select one or more contacts in the list using the checkboxes, then use the toolbar's Send Bulk Email or Send Bulk WhatsApp button. (Selecting a single contact still uses this flow — the form just labels itself for one recipient instead of a campaign.)
A two-step wizard opens: Message, then Delivery.
Step 1: Message
Email
- Subject — required
- Cc / Bcc — optional recipient chips
- Choose an existing email template (search, then Apply or Preview), or write your own using the rich-text toolbar (Bold, Italic, Underline, Lists, Alignment)
- Campaign Name — shown when sending to multiple contacts
The form title reads "New Email" for a single contact, or "Bulk Email Campaign" for multiple.
WhatsApp
- Campaign Name
- Choose a WhatsApp template (search picker with a live message-bubble preview)
- Map each template variable to a contact field, or a fixed value
The form title reads "WhatsApp Message" for a single contact, or "Bulk WhatsApp Campaign" for multiple. You can't continue until a template is selected.
Step 2: Delivery
Choose Send Immediately, or Schedule for later with a date and time picker.
The submit button adapts to your choice and audience size: Send Message / Schedule Message for one contact, or Send Now / Schedule Campaign / Launch Campaign for multiple.
Bulk Messaging vs. CSV Broadcast Campaigns
This flow sends to contacts already selected in your Contacts list. If you instead want to import a fresh list of contacts from a spreadsheet and message them as part of that same flow, use the CSV Broadcast campaign entry point from Conversations — see Importing Contacts for how that variant works.