There may be times when you want to quickly send a message to multiple contacts at once—such as announcing an open house, sharing a new listing, or sending an update to your database.
BoldTrail CRM allows Dalton Wade agents to send mass emails or text messages directly to selected contacts within the system.
Go to the Dalton Wade BoldTrail CRM dashboard:
https://crm.daltonwade.com/dashboard
Enter your login credentials to access your CRM.
Once logged in, click Contacts in the main navigation menu on the left side of the dashboard.
This will open your full contact database.
You can:
Use filters to narrow down a specific group of contacts
Select individual contacts manually
Select all contacts by checking the box at the top of the list
Once at least one contact is selected, additional messaging options will appear.
After selecting your contacts, click either:
Email – to send a mass email
Text – to send a mass SMS message
A message window will appear where you can:
Write your email or text
Review the recipients
Personalize the message if needed
When you're ready, click Send.
Your messages will then be queued and sent automatically by the system.
To comply with anti-spam regulations and protect message deliverability, BoldTrail limits the number of mass or campaign texts sent to a single contact to one per day.
Keep the following in mind:
Mass texts and Smart Campaign texts must be spaced at least 24 hours apart
If multiple texts are scheduled within the same day, only the first message will be delivered
Additional attempts will fail and a note will appear in the contact's activity timeline
A "day" is defined as midnight to midnight based on your office time zone.
Set up your email signature
Make sure your BoldTrail profile includes a professional email signature before sending mass emails.
Create canned responses
If you frequently send similar messages (such as open house announcements or listing alerts), creating canned responses can save time.
Sending to more than 250 contacts
If you need to email a large group, consider using the Scheduled Mass Email tool, which is designed for larger sends.
Email delivery timing
Mass emails are sent in batches to avoid spam filtering. Because of this, messages may not all send at the exact same time. For larger contact lists, allow up to 24 hours for all emails to be delivered.
Email display notice
Emails sent from BoldTrail will display your name and may show "via kunversion" in the email header. This is part of the BoldTrail system and cannot be removed.