Bulk Email and Bulk Text in Shape
Marketing & Sales Automation
Use automated follow ups & campaigns to keep leads moving without manual effort.
Bulk Email and Bulk Text in Shape
Bulk email and bulk text allow you to manually send messages to large groups of records at once, outside of automated drip campaigns. This video walks through how to prepare templates, select records, send bulk messages, and review performance so you can communicate efficiently at scale.
Preparing Templates Before Sending
Before sending any bulk message, it’s important to have your email and text templates ready. Shape includes pre-built templates you can use immediately, or you can create your own ahead of time so you’re not writing messages from scratch during send time. Preparing templates in advance ensures consistency, saves time, and allows you to personalize messages using tokens without extra effort.
Selecting Records for Bulk Messaging
Bulk emails and texts are sent from list views. You can use any list, such as leads, applications, loans, or referral partners, or use the All Records report if you need to reach multiple record types at once. Shape allows you to select records in flexible ways, including:
- Selecting all records on the current page
- Selecting multiple pages
- Selecting up to 5,000 records at once
This gives you control over exactly who receives your message.
Sending a Bulk Email
Once records are selected, you can use Bulk Actions to send an email. You’ll choose the sender, subject line, and email template, then preview and adjust the message as needed. Even when using a template, you can freely edit content, remove sections, or add new details before sending. Tokens allow you to personalize emails with data like first name, interest rate, or other record-specific fields, making bulk emails feel one-to-one.
Previewing, Testing, and Scheduling
Before sending, you can preview the email to confirm links, images, and formatting. Shape also lets you send test emails to yourself using a real record to ensure tokens populate correctly. When ready, you can either send immediately or schedule the message for a specific date and time, allowing you to plan outreach in advance without manual follow-up.
Sending a Bulk Text
Bulk texting follows a similar process but with a simplified interface. You can select a text template or type a custom message, include emojis or media, and choose whether to send immediately or schedule it. Text templates help keep messaging consistent while still allowing last-minute edits before sending.
Reviewing Bulk Email and Text Performance
After sending, Shape provides detailed reporting so you can measure results. Bulk email reports show when messages were sent, who initiated them, delivery status, and overall success. Email performance reports go deeper, showing opens, clicks, bounces, and failures, with filters to analyze results by template or outcome. These insights help you refine subject lines, calls to action, and data quality over time.
Why This Video Matters
Bulk email and bulk text give you a powerful way to communicate with large audiences quickly while still maintaining personalization and control. When used effectively, these tools help you stay organized, reach the right people at the right time, and improve engagement by learning from performance data.
