What is a Distribution List?
A distribution list is a feature that enables users to send messages to multiple recipients simultaneously while maintaining individual conversation histories with each contact. This ensures that recipients cannot view messages or responses sent to other recipients.
Notes:
- Important Information: Some Broker Dealer/Company Groups may not allow distribution lists or may set limits on the number of people allowed per list. Before sending a message to a distribution list, it is advisable to check for specific details and guidelines around your Broker-Dealer/Group.
- Best Practice: We recommend limiting lists to 100 people or less and sending no more than 200 total texts per day. Exceeding these limits may lead to your phone number being flagged as spam by phone carriers.
Steps to Send a Message to a Distribution List:
There are two different ways you can send a message to a distribution list.
Option 1:
- In the menu on the left side of your "Dashboard," click "Contacts"
- Click "Distribution Lists" in the "Contacts" section of your "Dashboard"
- Click on the "Speech Bubble Icon" on the right side of your desired distribution list
- Type what you would like your message to say in the message text box that says "Type here."
- Click the "Paper Airplane Icon" to send your message
Option 2:
- In the menu on the left side of your "Dashboard," click "Contacts"
- Click "Distribution Lists" in the "Contacts" section of your "Dashboard"
- Click on the "The Name of the Distribution List", or the "Paper Tag" icon associated with the list you want to send a message to
- Click the "Send Message" on the top right
- Type your desired message into the "Type Here." box at the bottom of the page
- Click the "Paper Airplane Icon" to send your message
Click here, for more information on creating a distribution list.
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