Sending Bulk Messages a 3 step process

Created by Matthew Lundeberg, Modified on Thu, 1 Aug at 11:50 AM by Matthew Lundeberg

Welcome to Our Comprehensive Guide on Sending Bulk Messages! 


Are you looking to master the art of bulk messaging for effective communication with your patients? You’re in the right place! In this series, we’ll take you through the three essential steps to successfully send out bulk messages using Veloce and Innate.


 Here's what we'll cover:

  1. Step 1: Make It – Learn how to create and customize your workflow templates. We’ll show you how to set up your messages, choose the right priority and action types, and ensure everything is ready for sending.

  2. Step 2: Send It – Discover the different methods of sending your bulk messages. Whether you’re using Veloce or Innate, we’ll guide you through the process to make sure your messages reach your patients efficiently.

  3. Step 3: Check It – Finally, we’ll teach you how to verify that your messages have been sent successfully. Monitoring the delivery and ensuring all steps are completed is crucial for maintaining effective communication.


By the end of this series, you'll have all the knowledge you need to send out bulk messages with confidence and precision. Let’s get started and enhance your communication strategy! ?


 Step 1 of Sending Bulk Messages: Making It! 


 Ready to learn how to create an effective bulk messaging workflow? In this video, we'll guide you through the first crucial step: making your workflow in Veloce.


 In this tutorial, you will learn how to:

  • Navigate the automation section and utilize workflow templates.
  • Customize your message templates for specific events or announcements.
  • Set up priority and action types for your messages.
  • Ensure your messages are properly translated and formatted.
  • Publish your workflow, making it ready for sending.


Get ready to streamline your bulk messaging process and communicate effectively with your patients. Let’s dive in and create your workflow!




 Step 2 of Sending Bulk Messages: Sending It!

Now that your workflow is ready, it's time to send out your bulk messages. In this video, we'll show you how to do it seamlessly using Veloce.

Here's what you'll learn:

  • How to select the right contacts from your active and inactive patient lists.
  • How to add your message to the automation and choose the sending mode.
  • How to monitor the status of your bulk messages and handle any errors.

Stay tuned and follow along to ensure your messages reach your patients effectively. Let’s get started!


Option 1 (Sending Bulk Messages within Veloce) 




Option 2 (Sending Bulk Messages within Innate)





 Step 3 of Sending Bulk Messages: Checking It!

Now that your messages are sent, it’s crucial to monitor their delivery and ensure compliance with patient preferences. In this video, we’ll guide you through the essential steps to manage your workflow effectively.


Here's what you'll learn:

  • How to monitor the status of your sent messages.
  • Checking delivery statistics and addressing any failed deliveries.
  • Managing unsubscribed and bounced messages to maintain compliance.
  • Preventing spamming issues by handling failed deliveries promptly.


Stay tuned to learn how to maintain the integrity of your messaging campaigns and ensure they reach your patients successfully. Let’s dive in! 



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