PetDesk's Mass Message feature gives practices quick and easy communication to all, or filtered segments of, active clients. Communications are sent via rich HTML-formatted emails and in-app messages. Mass Messaging is great for communicating upcoming events, specials, updates within the practice, holidays, upcoming closures, and any communication you see fit to keep your clients informed.
- Select an audience as wide as all your active clients or as specific as clients with a particular appointment date, type of species and/or pet age, etc.
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Mass Messages are sent daily every 30 minutes between 6AM - 6:30PM Pacific Daylight Time / 5AM - 5:30PM Pacific Standard Time. (This means you have 30 minutes to edit or cancel a message before it sends!)
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- Although not typical, allow up to 24 hrs for the message to reach all intended clients.
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- If one of our pre-set templates is not applicable, you can create a custom Mass Message template (save up to 20 Mass Message templates).
Send a Mass Message through the PetDesk Dashboard using these steps:
Log into your PetDesk Dashboard using admin credentials.
- Click Mass Messages on the left-hand side of the dashboard.
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Enter the subject line and message (4,000 character limit) you would like to send.
- As you begin to create, your message will autosave as a draft and can be found in the Drafts sub-tab, until submitted and sent.
- Give your message a personal touch and format as needed.
- Optional: Attach an image(s) (Note: JPEG or PNG with a 5MB max size)
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Best Practice: send a preview email to yourself to catch any last-minute edits or changes
- To get a better idea of what your clients will see, on the right panel, click on HTML Preview.
- Select who your recipients! Using the drop-down, choose one of the several focused filters.
- Click the blue Submit Message to the right of the screen and confirm at the pop-up window.
Available recipient filters:
How does each mass message filter work?
- All Clients = All active clients that are currently syncing to PetDesk, whether they have active pets or not
- Mobile App Clients = Clients that have created a PetDesk App account
- Loyalty Clients = Clients that have opted into your practice's loyalty program
- Email-Only Clients = Clients that have a valid email on file, and no PetDesk App account
- Pet Species and Age = Species options of Dogs, Cats, Dogs or Cats, Equine, and All > Message will be sent to any clients that have at least one active pet that matches the species filter.
- Last Appointment Date = Clients that have had an appointment with any pet within the specified dates
- Upcoming Appointments = Clients that have an appointment scheduled with any pet within the specified dates
- Out of Compliance = This includes clients who have at least one pet that is out of compliance in the past year
After the email has been submitted, view its history and current send status along with how much attention your Mass Messages are getting.
Looking for more guidance or inspiration?
- 7 Best Practices for Mass Messaging Your Clients
- 8 Mass Message Ideas at Your Veterinary Practice
- Poison Prevention Month Mass Messaging Templates
- Pet Dental Health Month Mass Message Templates
- 6 Seasonal Mass Message Templates
Cancelling a Mass Message
Are you best at proofreading in the five seconds after you send a message (the people who wrote this certainyl are)? PetDesk lets you send Mass Messages with peace of mind. Luckily, you can halt the usual mass message notification delivery process if you move quickly.
- Navigate to the Mass Message tab of your PetDesk Dashboard (note: admin access is required).
- Click on the History sub-tab to view the last 10 messages submitted.
- If your message is in the Pending status, you have up to 30 minutes to edit and/or cancel the message from being sent. Otherwise, the edit and cancel icons to the far right will be grayed out and not clickable.
Mass Messages are sent daily every 30 minutes.
Mass Messages will be sent between 6AM - 6:30PM Pacific Daylight Time / 5AM - 5:30PM Pacific Standard Time.