How to use the batch texting tool in Portal

Batch texting lets a volunteer or user review a list of targets and send text messages to multiple people at once with a single click, instead of clicking "Send" individually for each contact. This is available on both the web and on the Grassroots app.
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To have this function you need to have the permission Texting: P2P: Batch Send Action which will be under your volunteer permissions in your account. You must also assign this permission to volunteers who are texting.
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You can learn more about editing individual user and volunteer permissions in the link below.
(https://help.i-360.com/en/articles/14917248-add-permissions-to-user-accounts)
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· Login to your account on the grassroots app

· Then go over to the text section of the app

· Select the Text survey that has been assigned to you

· You will see a list of targets to text.

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You can individually select the checkboxes of the targets that you would to batch send texts to or you can choose “Select all” at bottom.
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· Click Review and Send (You will need to do this for every batch text)

· You will also need to review a Compliance acknowledgment before the first batch is sent in text action (see below).

· After reading the Batch Texting Compliance, select “I understand and accept these responsibilities”

· Click Accept and Continue

· As you work through your list, the app automatically refreshes and loads the next set of targets so you don’t run out mid-session.

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· To access this feature on the web go to: Field >Send Text Actions

· On the Send Texts page, toggle the Batch Selection Mode.
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· When the batch mode is on: individual "Send" buttons are replaced with checkboxes next to each target, and a "Select All" checkbox appears.

· If the batch mode is off: the page reverts to individual sending, one target at a time.
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· Screen/zoom behavior: The page is designed so the full list of surfaced targets is visible and legible on screen without scrolling. The layout accommodates up to 50 targets at once.

· To see all 50 targets at once, you will need to adjust your zoom level on your screen (By zooming out).
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· Once this is done you will be able see all 50 targets on screen without scrolling.

· Users can click "Select All" and then manually deselect specific targets before sending — the send button will reflect only the currently selected targets.
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· Once targets are selected, the user clicks "Review and Send Batch (##)" to send to everyone selected.