---
title: Mass Communications
description: Use the mass communications feature to text or email all employees, clients or their contacts.
---

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1. [Help Center](https://knowledge.billiyo.com/knowledge?hsLang=en)
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3. [Mass communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#mass-communications)

# Mass Communications

## Use the mass communications feature to text or email all employees, clients or their contacts.

### Table of Contents

[Quick Notes](https://knowledge.billiyo.com/knowledge/mass-communications#notes)  
[Send a Mass Communication](https://knowledge.billiyo.com/knowledge/mass-communications#send)  
[Text Message](https://knowledge.billiyo.com/knowledge/mass-communications#text)  
[Email](https://knowledge.billiyo.com/knowledge/mass-communications#email)  
[Review Message and Communication History](https://knowledge.billiyo.com/knowledge/mass-communications#review)

---

### Quick Notes

- Text messaging is only available if your agency signed up for a *Billiyo communications package.*
- Only 8 mass text messages can be sent per month.
- Text and email messages are **not** HIPAA compliant. If you are looking for a HIPAA compliant solution for communicating with employees, check out our [in-app messaging feature](https://knowledge.billiyo.com/knowledge/in-app-messaging?hsLang=en).

---

### Send a Mass Communication

To send a mass communication, in the left menu navigate to:

```
Operation > Communications > Mass Communications
```

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-20-2024-10-48-47-3043-PM.png?width=476&height=278&name=image-png-Dec-20-2024-10-48-47-3043-PM.png) |
| --- |

Entering this page, you'll be taken to the *Direct Communication* tab, where you can create a new:

- [Text message](https://knowledge.billiyo.com/knowledge/mass-communications#text)
- [Email](https://knowledge.billiyo.com/knowledge/mass-communications#email)

#### **Text Message**

Within the *Message Type* field in the *Mass Communications* page, chose *Text Message* to start composing your new mass text message.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-47-25-4243-PM.png?width=670&height=269&name=image-png-Dec-23-2024-09-47-25-4243-PM.png) |
| --- |

Use the *Filter By* field to narrow down what employees you'd like to send your text message to.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-20-40-2047-PM.png?width=602&height=404&name=image-png-Dec-23-2024-09-20-40-2047-PM.png) |
| --- |

Additional filter fields may appear based on the selection you chose within the *Filter By* field.

After filling out the filter criteria, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-22-05-0076-PM.png?width=158&height=25&name=image-png-Dec-23-2024-09-22-05-0076-PM.png) button to display the employees that fit the criteria you've selected.

Then, check the checkbox next to the employees that this message should be sent to. If you'd like to send it to everyone who met the criteria you've filtered for, click the checkbox at the top.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-27-40-6851-PM.png?width=670&height=312&name=image-png-Dec-23-2024-09-27-40-6851-PM.png) |
| --- |

After selecting who the message is going to be sent to, it's time to compose your message within the text field that appears on the left side of the screen.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-32-46-0312-PM.png?width=670&height=592&name=image-png-Dec-23-2024-09-32-46-0312-PM.png) |
| --- |

Once you're ready, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-33-57-4384-PM.png?width=168&height=26&name=image-png-Dec-23-2024-09-33-57-4384-PM.png) button to send it off.

After your message is sent, you'll see the counter below the  ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-08-08-52-3395-PM.png?width=161&height=25&name=image-png-Dec-23-2024-08-08-52-3395-PM.png)  button update to reflect the number of mass text messages you have remaining for the month.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-48-27-6086-PM.png?width=670&height=430&name=image-png-Dec-23-2024-09-48-27-6086-PM.png) |
| --- |

With this feature you can send a mass text to clients.

Just follow the steps above and choose the Client Filter. 

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Jul-01-2026-05-39-02-7282-PM.png?width=1650&height=805&name=image-png-Jul-01-2026-05-39-02-7282-PM.png)

Only 8 mass text messages can be sent per month.

 

#### **Email**

Within the *Message Type* field in the *Mass Communications* page, chose *Email* to start composing your new mass message.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-41-55-0991-PM.png?width=670&height=273&name=image-png-Dec-23-2024-09-41-55-0991-PM.png) |
| --- |

Use the *Send Email To* field to designate who the email should be sent to. 

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-44-12-4078-PM.png?width=670&height=273&name=image-png-Dec-23-2024-09-44-12-4078-PM.png) |
| --- |

Mass email messages can be sent to 4 different categories.

| **Employee** | All employees or a subset of employees. |
| --- | --- |
| **Employee Contacts** | A specific employee contact type. |
| **Client** | All clients |
| **Client Contacts** | A specific client contact type. |

If you select *Employee*, *Employee Contacts* or *Client Contacts* within the *Send Email To* field, additional filter fields will be displayed based on your selection. 

   
Once you've filled out the filter criteria in the top row of fields, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-08-42-44-8915-PM.png?width=148&height=22&name=image-png-Dec-23-2024-08-42-44-8915-PM.png)  button to display those that fit the filter criteria.

Then, check the checkbox next to those that this message should be sent to. If you'd like to send to everyone who met the criteria you've filtered for, click the checkbox at the top.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-08-49-36-7176-PM.png?width=670&height=268&name=image-png-Dec-23-2024-08-49-36-7176-PM.png) |
| --- |

Once the recipients have been set, it's time to enter a *subject* line for your email, compose your message and include any attachments you need to send.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-10-52-1843-PM.png?width=670&height=678&name=image-png-Dec-23-2024-09-10-52-1843-PM.png) |
| --- |

When you're ready to send, click on the  ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-11-44-9145-PM.png?width=171&height=27&name=image-png-Dec-23-2024-09-11-44-9145-PM.png)  button.

 

---

### Review Message and Communication History

Once messages have been sent, they can be reviewed within the *History* and *Communication Thread* tabs within the *Mass Communications* page.

| ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-53-39-8528-PM.png?width=670&height=292&name=image-png-Dec-23-2024-09-53-39-8528-PM.png) |
| --- |

Within both of these tabs, communications will be displayed as a line item.

| **History** | Communications are broken down by message type. Each line will display a *Total Message Count* which indicates how many people a mass communication was sent to. |
| --- | --- |
| **Communication** | Communications are broken down by employee. |

To see more information about a message's history within both of these tabs, click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-23-2024-09-56-34-1490-PM.png?width=34&height=32&name=image-png-Dec-23-2024-09-56-34-1490-PM.png) to the left of a row to reveal more details.

 

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