Bulk messaging
Send an approved WhatsApp template, email or SMS to consenting contacts in one go; follow İYS and KVKK rules and send in batches.
4 min read
Bulk messaging sends the same message to dozens of contacts without writing each one: announcing a new development, letting customers know the office is closed over a holiday, or sending the meeting address to everyone with a viewing tomorrow. You send from Contacts and track each send under Bulk Actions.
The most important rule is a legal one: promotional messages only go to contacts with marketing consent (İYS).
Before you start
- WhatsApp needs templates approved by Meta. Templates are prepared with our team during setup. See WhatsApp templates.
- Email needs a verified sender address. See Email services.
- SMS needs to be enabled on your account; ask your consultant whether it's in your plan.
- Your role needs bulk action permission. See Roles and permissions.
İYS, KVKK and WhatsApp rules
| Message type | Example | To whom |
|---|---|---|
| Promotional (commercial message) | New development launch, reduced listings, a campaign | Only contacts with Marketing consent = Yes. On WhatsApp, a Marketing template. |
| Service information | Appointment time, viewing address, office closed for a holiday | Customers this concerns. On WhatsApp, usually a Utility template. |
- On WhatsApp, if a customer hasn't messaged you in the last 24 hours you can only send an approved template; in a bulk list that applies to almost everyone. Free text can't be sent.
- Don't try to send promotional content as a Utility template; Meta will reject it or change its category.
- Give an opt-out in every promotional message: "Reply STOP to opt out." When someone opts out, turn off their marketing consent and turn on DND.
- Blocks and reports lower your WhatsApp number's quality rating; in serious cases your sending limit drops. See WhatsApp rules and quality rating.
Important
This is general guidance, not legal advice. Review your consent records and İYS registration with your office's legal adviser. Details: İYS and KVKK.
1. Choosing recipients
- Pick recipients through a smart list. For a promotional message the list must include Marketing consent = Yes and Tag ≠
do-not-call. Use the header box to select the page or the whole list. - Choose the channel on the bulk action bar: Send WhatsApp, Send SMS or Send Email (the icons sit side by side; the exact label may look different on your screen).
Tip
Check the selected count before sending. If it says "64 selected" and you expected 20, your filter is wrong.
2. Sending a WhatsApp template
- Pick the approved template from Template. Only approved templates are listed.
- Check the text, category (Marketing, Utility) and language in the preview, and give it a recognisable Action name (e.g. Ataşehir project – launch).
- Choose how to send. For large lists use drip mode to send in batches: Batch quantity (contacts per batch) and Repeat after (time between batches).
- Click Send.
Drip mode protects your team too: write to 300 people at once and 300 replies arrive at once. Send batches of 20 every 30 minutes so agents can reply in time. Conversation AI can greet those who reply and hand the warm ones to an agent.
3. Sending an email or SMS
- Sender: for email, From Name and subject line; for SMS, the sending number.
- Message: write the text and add personalisation with the { } icon:
{{contact.first_name}},{{custom_values.office_address}}and so on. See Custom values. - Delivery: at once (Send all at once), scheduled (Send at a scheduled time) or in batches (Send in drip mode).
- Use Send test to send it to yourself first, then click Send.
Tracking results
- On Contacts → Bulk Actions, click Show Stats on the send's row.
- See how many messages were sent, delivered, read (WhatsApp), failed and skipped (DND on, channel details missing).
Where available, you can pause or cancel scheduled and drip sends from the row's menu. Replies land in Conversations.
Examples
New development launch. Narrow the Marketing consent list with Tag = buyer and Area = Ataşehir. Send the approved Marketing template new_project_launch in batches of 20, weekdays 10:00–18:00. Don't use phrases like "a deal you can't miss" or "guaranteed growth in value".
Viewing address. Schedule an email with the meeting address to buyers who have a viewing tomorrow. This is service information; keep sales language out of it. If confirmations and reminders already go out through automations, don't send it twice. See Confirmations and reminders.
Common issues
My template isn't in the WhatsApp list. Only Meta-approved templates are listed. Pending or rejected templates don't show.
Some contacts show as "Skipped". They have DND on or are missing a phone/email. This is expected.
The name came out blank. The contact's first name field is empty. Write the text so it reads well without the name.
WhatsApp messages are going out slowly. Bulk WhatsApp sends are spread out because of Meta's limits. If your quality rating has dropped, stop the send and contact your consultant.
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