The Mass Texting tool allows you to quickly send a text message to plaintiffs in multiple cases. This requires an integration that provides text messaging services. (See Integrations for details.) This can be useful for quickly checking in with clients or offering a brief message such as a holiday greeting in a form that clients are likely to see and respond to quickly. Please contact your SmartAdvocate representative for additional information about the texting companies that integrate with SmartAdvocate.

The Structure of This Page

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1. Case Number entry: Used to select the cases whose plaintiffs will receive the text message.

2. Case contacts selection: Used to select which plaintiffs in the cases receive the text message.

3. Message content: Contains the content of the text message. You can personalize the text message (i.e.: including the recipient's name) by including a merge code in the text or using a text template that includes the merge code.

4. Plaintiffs table: Lists the plaintiffs selected to receive the text message and allows you to individually deselect plaintiffs. If you have personalized the text, you can preview the personalized text message to be sent to a particular plaintiff by hovering the cursor over the magnifying glass icon on the right side of that plaintiff's row.

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Using This Tool

To use the Mass Texting tool to send a text message to multiple plaintiffs:

1. Type the list of cases that have plaintiffs you wish to send the text message to into the Case Number entry field and click the Show Results button. Case numbers must be separated by either a comma or a semicolon, or be on different lines.

   • If you have reached this page by using the Mass Update feature in Case Browse, the list will already be entered in the field for you.

2. By default, the text message will be sent to the primary plaintiffs in the selected cases. If you wish to change this behavior, click a different Radio button in the case contacts selection area. You can send the text message to the primary plaintiffs, the primary contacts, the primary plaintiffs and primary contacts (this will not send duplicate messages to plaintiffs marked as both), or to every plaintiff in the selected cases.

3. For each plaintiff, the text message will be sent to one phone number with the Text Messaging field selected in the plaintiff's Contact Card. By default, if there is no such phone number, the message will not be sent to any number associated with that plaintiff. If you wish to allow the text message to be sent to more than one text-enabled phone number, select the Send to Multiple Available Phones checkbox. If you wish to include a phone number whose type includes the word "cell" for plaintiffs with no explicitly text-enabled phone number, select the "'Use Cell' Label if no 'Text' Check Available" checkbox. (If both checkboxes are selected, the text message may be sent to more than one "cell" number, but only if there are no text-enabled phone numbers associated with that plaintiff.)

4. If you wish to use an existing text message template, select it from the Template field. (Visit the Text Message Templates administrative page to view your existing text message templates.) Make any further changes to the content of the text message you wish. You may include merge codes when manually editing the text message, but there is no automatic merge code selection button in this tool; you have to manually type in the merge codes. If you are creating a text message that requires adding merge codes, it is probably more appropriate to first save it as a text message template, and then simply select that template in this tool. Admin privileges are required to create or edit a test message template.

5. If you wish to exclude any of the listed plaintiffs from receiving the email, do so by deselecting the Checkbox selector in that plaintiff's row.

6. If you are satisfied with the selection of plaintiffs and the content of the text message, send the message by clicking the Send button in the message content area.