Sending bulk emails and texts is an easy way to personalize your message without sending the same or similar emails to multiple people individually. This allows you to continue building authentic relationships, efficiently.

There are two ways to send bulk communication through Loxo.  From the people grid or from the within a job.

People Grid

  1. Select who you want to receive your bulk communication by checking their profiles under the people grid. 

  2. Choose Bulk Email or Bulk SMS  under the blue gear icon

    3. Build & send your email or text message

*Use our email tags to personalize bulk emails, learn more here, "What are merge tags?"


Emailing from within a Job

If you want to track the emails you send related to a specific job order, make sure to send your bulk emails from the job itself (not from your People Grid). 

  1. Choose Bulk Email under the blue gear icon

  2. Build & send your email
    *Use our email tags to personalize bulk emails, learn more here, "What are merge tags?"

Before you click Send, cross check a few things:

  • Make sure anyone without an email address is removed from the list by clicking the red X next to their name. 

  • Alternatively, type a new email into the empty box or select a preferred email from a person's email drop down. 

Now you are simultaneously personalizing emails and saving time. 

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