How Do I Send a Bulk Text?

About

Bulk texting in Goliath is powered by workflows, not a standalone “send to all” button. You create a workflow with a Send Text action (optionally using a template with personalized variables), publish it, then trigger it on a selected group of contacts. This approach ensures every message is personalized, compliant with carrier regulations, and logged for audit trails.

Prerequisites

Before you send a bulk text, make sure:

• A2P 10DLC registration is complete on your organization’s phone number (see Team & Phone Numbers setup)
• You have a published workflow that includes a Send Text action
• Contacts have opted in to receive text messages (Goliath honors “STOP” auto-unsubscribes and DNC lists)

Caution

Only text contacts who have given explicit consent. Bulk texting without consent can damage your A2P 10DLC standing with carriers and result in number suspension.

Step-by-Step Guide

1. Navigate to your Contacts list

   Open the Contacts module and select the view or filter that contains the contacts you want to text. You can use QUICK FILTERS (e.g., I’m The Agent, Active Deals) or apply custom filters via Filter by contact and activity information.

   

2. Select the contacts to receive the text

   Click the checkbox next to each contact you want to include, or use the Toggle selection menu checkbox in the table header to select all contacts on the current page. The Actions button in the toolbar will update to show the number of selected contacts.

   

3. Continue selecting contacts if needed

   If you want to text contacts across multiple pages, navigate to the next page and continue selecting. The Actions counter will increment as you add more contacts.

   

4. Finalize your selection

   Once you’ve selected all target contacts, verify the count in the Actions button. You can remove individual contacts by unchecking them before proceeding.

   

5. Open the Actions menu

   Click the Actions button (showing the number of selected contacts) to open the bulk actions menu. This menu includes options like Add to List, Add Deal, Trigger Workflow, and more.

   

6. Trigger the workflow

   Select Trigger Workflow from the menu. If you don’t have any active workflows yet, Goliath will prompt you to create one. Click Go To My Workflows to set up a workflow with a Send Text action, then return to this step.

   

7. Choose your text workflow and confirm

   In the workflow picker (not shown in screenshots), select the workflow that contains your Send Text action. Review the recipient count and click Trigger to start the bulk send. Each selected contact will receive the workflow once, and the text message will be logged in their contact timeline.

Pro Tips

• Use template variables in your workflow’s Send Text action to personalize each message (e.g., Hi {{contact.firstName}})
• Add a delay between messages in your workflow if sending to hundreds of contacts — this helps avoid carrier rate limits
• Add contacts to a list instead of manually selecting them each time — you can configure a workflow to trigger automatically when contacts join a list

Frequently Asked Questions

Q: How do I know who received the text?

Each sent message is logged in the recipient’s contact timeline under Last Communication. You can also view the workflow run history to see delivery status for each contact.

Q: Can I cancel a bulk text after I’ve triggered it?

Once triggered, the workflow runs for all selected contacts. If your workflow includes conditional branching (IF actions), you can use those as a kill switch, but by default there’s no “undo” button. Always double-check your selection and workflow before clicking Trigger.

Q: What happens if a contact’s phone number is invalid?

Failures are logged per-contact in the workflow run history. Invalid numbers, carrier blocks, and opt-out statuses will generate error logs that you can review in the workflow’s activity feed.

Q: How many contacts can I text at once?

Goliath supports large batches (hundreds or thousands of contacts), but your carrier (Twilio) enforces rate limits. If you’re sending to more than 1,000 contacts, consider adding a short delay in your workflow to throttle the send rate and avoid temporary blocks.

Q: Do I need a different workflow for every text campaign?

Not necessarily — you can reuse the same workflow with different templates or content. However, creating separate workflows for different campaigns (e.g., “Follow-Up Sequence,” “Event Invitation”) makes it easier to track performance and compliance.