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Getting Started with Onboarding Bulk Messages
Getting Started with Onboarding Bulk Messages

The basics of Bulk Messages + Nudges for Onboarding

Sam Abello avatar
Written by Sam Abello
Updated over a month ago

Need to reach multiple onboardees at once? Looking to create a campaign to welcome new hires? Bulk Messaging is here to help 💬

Grayscale’s Bulk Messaging feature lets you connect with multiple onboardees or new hires at once, while still keeping your outreach personalized and tailored. It’s perfect for engaging new hires at different stages of their onboarding journey or running targeted campaigns to streamline communication.


Creating a New Bulk Message


Step 1 – Create a new bulk message

To create a Bulk Message, click NEW from the dashboard.


Step 2 – Give it a name

The Bulk Message Name is only visible internally, so give it a name that will make it easily searchable by you or your team (give it a descriptive name for easy recall).

Some examples:

  • S_Abello New Hire Class 11/2024

  • Sam_A 11/2024


Step 3 – Select your audience

After you name your Bulk Message, you'll select your Audience. For this example, we're setting up a New Hire bulk message, so we'll select New Hires as our audience.

Alternatively, you can select Individuals as your audience if you only have a few new hires that should be receiving this message.

With New Hires selected, you have the ability to filter this audience down by using the following options:

  • Job Title

  • Start Date

  • Hiring Manager

  • New Hire Type

  • Program ID


Step 4 – Craft your message

Once you select your audience and audience type, you’ll want to craft your message.

You can apply an existing template, or craft a message from scratch. Be sure to include some snippets in there for even more customization!

Available Snippets:

Profile:

  • First Name

  • Last Name

  • Start Date

  • Years of Tenure

  • Location

  • Department

Sender:

  • Sender Name (Full name)

  • Sender First Name

  • Sender Last Name

Organization:

  • These are custom snippets that are shared across your organization

My Custom Snippets:

  • These are custom snippets you have created for your own use – these are not shared across the organization

Note: We have added “Opt-out” language to the end of every bulk message. It will be automatically applied by default, but you can uncheck it if you choose not to add it. We strongly recommend keeping this checked as it significantly helps with SMS deliverability.


Step 5 – Add follow-ups

Add up to three Nudges, which is a great way to automate the follow up with New Hires if they are unresponsive. The Wait time follows a 24 hour cadence, following the last message sent from the series. For example, this nudge will send 24 hours after the main bulk message sends, only if the new hire doesn't respond by then.

Note: We will only send a Nudge to those new hires who don’t respond to your message. For example, if you send a message to 50 people and 30 people respond to your first message, the nudge will only go out to the 20 unresponsive people.


Step 6 – Add followers

As the creator of the bulk message, you'll automatically be added as follower and receive notifications when onboardees respond to the message. You can add multiple followers so that other users with Grayscale access will also be notified by clicking + Add another follower.

If an onboardee responds, and you no longer want to receive notifications from them, you can manually unfollow the conversation by clicking the Unfollow button.


Step 7 – Schedule your message

Schedule the message to be sent at your desired date and time. The time zone will default to your browser's time settings.


With everything good-to-go, check the box "I understand that Grayscale will suspend accounts engaging in unwanted marketing (i.e. SPAM), abuse, fraud, or harassment" and click Save!

Movin' & groovin'! 🚀

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