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Accurx Web: How to send Batch Messages (Piloting Organisations)
Accurx Web: How to send Batch Messages (Piloting Organisations)

Step-by-step guide on how to use Batch Messaging in Accurx Web

Alice avatar
Written by Alice
Updated over a week ago

What is Batch Messaging?

Accurx Batch Messaging allows you to send the same text message or a questionnaire to a group of patients at once. This saves you time typing out individual texts if you're sending the same message to many patients.

This one-way SMS message has the option to include an attachment.

This one-way SMS message does not allow recipients of the message to respond. This is useful for a broadcast message regarding the cancellation of a clinic.

How do I send a batch message?

1️⃣ Click on the “Batch message” button in your navigation panel to the left of the screen, then "Send new batch"

2️⃣ Begin composing your SMS batch message either by selecting a template from the dropdown menu or by clicking directly into the Message field to start typing. You can also choose to add an attachment such as an information leaflet.

3️⃣ Once you’re happy with your message, click “Add a patient list” at the bottom to move to the next page.

4️⃣ Next you’ll have to upload your list of patients whom you want to contact. You can either:

Import patient details from an existing CSV file created in Excel or similar. Your CSV file should contain two columns detailing the NHS number and Date of Birth of your patients. Here’s an example below 👇

To input patient details, copy and paste these from another system, please click on the drop-down How does this work? for more instructions.

To import from a Patient List you have saved, you'll be prompted to select a list you're involved in.

5️⃣ You'll then be taken to "Review patient list", once you've confirmed the intended recipients click "Continue".

6️⃣ Schedule the message:

Selecting “Now” will send the batch message immediately. Alternatively, you can also choose “A later time” allowing you to send the batch message at any date and time of your choice in the future.

We also provide the option for "Staggered sending" which allows the message to be sent in smaller groups with a time delay rather than all at once.

7️⃣ Select "Review" at the bottom of the page to move forward.

8️⃣ Click “Send Message”.

How do I know my batch message has been sent?

Your Batch status will update from “Sending” to “Done” when all your messages have been delivered.

Batch message delivery statuses

There are a few different delivery statuses displayed below 👇

You can check on the progress of the batch message you’ve sent by clicking on ‘View details’.

In the pop-up, you can see when the message was sent, how many people were messaged and download a CSV of the delivery receipts and responses received (this can take a few days to completely update). You can also review the context of the message that was sent.

If you have any other questions at all, please chat with our support team by clicking the green message icon in the bottom right 👉

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