Guided tutorial

How to send a mass text.

Blast an SMS to a smart list with merge fields, sending windows, and opt-out handling — without triggering carrier flags. Takes about 2 minutes.

2 min read 4 steps Beginner Tested on current Jtek
01
Step 1

Open your Contacts.

From the left sidebar, click Contacts. This is the starting point for any mass text in Jtek — the Send SMS action lives inside the contacts list itself, not in a separate campaign tool.

You'll land on the full contacts table with columns for name, phone, email, and tags. If you don't see Contacts, ask an admin — permissions may be restricted on your seat.

Jtek
Dashboard
Conversations
Calendars
Contacts
Opportunities
Automation
Sites
Contacts / All contacts
Filters Import
Contacts Smart Lists Bulk Actions Tasks
Name
Phone
Tags
Sarah Johnson
(310) 555-0101
VIP
Mike Davis
(424) 555-0182
Appt Set
Lisa Chen
(213) 555-0193
Lead
Robert Park
(818) 555-0174
Follow Up
02
Step 2

Select who gets it.

Check the contacts you want to text. Or, if you've saved a Smart List, switch to that tab and open one — a smart list is a saved filter (e.g. "New Leads — last 7 days") that updates itself as contacts match, so you don't have to rebuild the audience each time.

Once you have at least one contact selected, a bulk action bar slides in at the top of the table with the total count and a row of actions.

Heads up: Jtek automatically excludes contacts who've opted out of SMS — your selection count may drop slightly when the message actually sends.
Jtek
Conversations
Calendars
Contacts
Opportunities
Automation
Contacts / All contacts
Filters Import
Contacts Smart Lists Bulk Actions Tasks
247 selected
Add tag Add to workflow Export
Name
Phone
Tags
Sarah Johnson
(310) 555-0101
VIP
Mike Davis
(424) 555-0182
Appt Set
Lisa Chen
(213) 555-0193
Lead
03
Step 3

Open More → Send SMS.

With your contacts selected, click the More button in the bulk action bar at the top of the list. A dropdown opens with every bulk action available — click Send SMS to open the composer.

The same menu is where you'd find Send Email, Add to Workflow, Merge Duplicates, and other batch actions. Send SMS is almost always at the top.

Don't see More? Make sure you have at least one contact checked. The bulk action bar (and More menu) only shows up when a selection is active.
Jtek
Conversations
Calendars
Contacts
Opportunities
Contacts / All contacts
Filters Import
247 selected
Add tag Export
More
Send SMS
Send Email
Add to Workflow
Add Tag
Export CSV
Delete
Name
Phone
Tags
Sarah Johnson
(310) 555-0101
VIP
Mike Davis
(424) 555-0182
Appt Set
04
Step 4 · Last one

Write your message & choose a send mode.

The Send SMS dialog opens with a textarea for your message. Keep it short and conversational — tap Add Custom Value to drop in personalization like {{contact.first_name}}, which gets swapped in per contact at send time.

Below the message, pick one of three send modes:

  • All at once — blast the message to everyone immediately.
  • Scheduled — pick a specific date and time. Useful for off-hours prep.
  • Drip mode — space the sends out in batches (e.g. 50 every 15 minutes) to stay under carrier throughput limits and look less like spam.

Hit Send (or Schedule) to kick it off. You'll see delivery stats roll in on the Bulk Actions tab as the sends complete.

Best time to send: Tue–Thu between 10am and 2pm local time. For anything over ~100 contacts, drip mode is the safest choice — carriers flag sudden bursts as spam.
Jtek
Conversations
Contacts
Opportunities
Send SMS · 247 contacts
×
Message
Hey {{contact.first_name}}, thanks for reaching out! Quick q — still looking for a quote this week? I can send something over in 5 min. Reply STOP to opt out · appended automatically
Add Custom Value Emoji Attach
138 / 160 · 1 segment
Send mode
All at once
Scheduled
Drip mode
Batch size50 contacts
IntervalEvery 15 min
Estimated finish~1h 15m
Cancel Start drip · 247

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