Sending Bulk Texts & Emails

Individually texting or emailing hundreds of contacts the exact same message can be time consuming and difficult to coordinate. Instead of sending the same message hundreds of times, you can create a file with all of your recipients’ contact information and send them each a message at the same time. This can be a great way to notify all your customers of special business hours or new store policies. To use bulk messaging, please contact Product Support by logging into your Podium account and initiating a live chat.

Before You Begin

You’ll need to create a spreadsheet (saved as a CSV file) with each contact’s name and phone number or email address. You can refer to the table to see how to format your list.

Field Name Example Format
Customer Name

First Name

Last Name

Fullname(Last, First)

Fullname(First Last)
Customer Phone

XXXXXXXXXX

(XXX)XXXXXXX

(XXX)XXX-XXXX

XXX-XXX-XXXX

+1XXXXXXXXXX

+1(XXX)XXXXXXX

+1(XXX)XXX-XXXX

+1XXX-XXX-XXXX
Customer Email john.doe@podium.com

Sending Bulk Messages

Once your file has been created and properly formatted, you’re ready to start sending messages. It’s important to note that you can only send promotional text messages to customers who have opted in to receiving marketing messages. To learn more about sending promotional text messages, read Campaigns Overview.

To send a bulk message:

  1. Go to Settings > Workflows.workflows-settings.jpg
  2. Click Bulk Upload.
    click-bulk-upload.jpg
  3. Click Custom Message.
    bulkMessaging2.png
  4. Click Choose CSV to upload and select the file containing your customer information.
    bulkMessaging3.png
  5. Click Yes if your file has a header; click No if it doesn’t.
    bulkMessaging4.png
  6. Click the column that shows your contact names and link it to the Customer Name field.
    bulkMessagingGif1.gif
  7. Click the column that shows phone numbers and link it to the Customer Phone field. You can also use the email address.
    bulkMessagingGif2.gif
  8. Click Next.
    bulkMessaging5.png
  9. Select an existing template or create a template.
    bulkMessaging6.png
  10. Click Next.
    bulkMessaging7.png
  11. Select the checkbox to accept the terms and conditions.
    bulkMessaging8.png
  12. Click Send Automation.
    bulkMessaging9.png