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    • Inbox Overview
    • Inbox Settings
    • Texting Compliance Requirements
    • Purchasing Your Text Number
    • Getting Started in the Inbox
    • Sending Text Messages
    • When to Use a Regular Text vs. a Secured Message
    • Customizing the Secure Message Invite
    • Managing Conversations in Inbox
    • Conversation Types and Linked Records
    • Notes, Tags & Tasks in Inbox Conversations
    • Message Attachments
    • Understanding Text Message Delivery Warnings
    • Inbox Best Practices
    • Unresolved Texters
    • Merging & Cleaning Up Conversations
    • Texting More Than One Person
    • Inbox Domains: Client, Donor, and Volunteer
    • Sharing Information in the Client Portal
    • Website Chat Widget

Texting More Than One Person

Ways to reach several people by text, how to send a picture or flyer, and what's coming for whole-list text campaigns.

Texting More Than One Person

Texting in CoolFocus is built around clear, one-to-one conversations in the Inbox. When you need to reach several people — a program group, an event list, or everyone connected to a church — there are a few good ways to do it today, plus more on the way.

Texting a few people

For a small group, the simplest approach is to send from the Inbox, one conversation at a time. Each reply stays attached to the right person, so that staff can keep full context and can follow up, assign, or add a note. This works well when you're reaching a handful of people and want the conversation to feel personal.

Sending a picture or flyer

You can attach a picture to a text in an Inbox conversation, which is handy for a quick flyer or image to one person.

For a picture that needs to go to a whole group — like a church promoting a summer event — email is the better tool today. An email campaign carries the flyer as an attachment or inline image and can go to a saved segment in one send. If you'd rather text, send a short message with a link to a page or portal message that shows the flyer, instead of the image itself.

Texts that reach many people automatically

Some texts already reach everyone they should without a manual send:

  • Appointment reminders and confirmations go out automatically to the people with upcoming appointments.

  • Secure message alerts let a contact know there's a new message waiting for them in the portal.

If you want more people to get these, the fix is usually making sure their records have a valid mobile number and recorded consent — not sending a separate blast.

Sending one message to a whole list

A common request is to send the same text — like an event promotion — to everyone in a saved list or segment.

Today, the dependable way to send one message to a whole segment is by email, which also lets you include a flyer or picture. For text, staff members can reach people from the Inbox conversation, which works well for smaller groups. A one-step "text this whole segment" campaign — with a cost preview and consent built in — is on the CoolFocus roadmap. Until it's available, use email for large sends, or a short text with a link to the flyer for the people you text directly.

Keeping texts welcome

Whether you text one person or many, a few habits keep your messages landing and your texting number in good standing:

  • Text people who expect to hear from you. Consent isn't just a rule — contacts who opted in are far less likely to report a message as spam, which is what causes carriers to start blocking a number.

  • Match the message to the relationship. A reminder to a client and a general promotion to a broad list are different kinds of messages. When in doubt, keep client and service texts separate from marketing.

  • Honor opt-outs automatically. When someone texts STOP, CoolFocus blocks further texts and warns staff. See Understanding Text Message Delivery Warnings.

Related

  • Sending Text Messages

  • Understanding Text Message Delivery Warnings

PrevMerging & Cleaning Up Conversations
NextInbox Domains: Client, Donor, and Volunteer
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