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MessagingUpdated

Bulk messaging a pipeline stage

Select a stage on the pipeline, pick a template and send to everyone in it. Opted-out applicants and missing numbers are skipped automatically.

Steps

  1. 1Open the job's pipeline and click the stage header menu, then Message everyone in this stage. Or tick individual cards and choose Message selected.
  2. 2Pick the channel and a template. The preview shows the message rendered for the first recipient.
  3. 3Review the recipient count. Apex shows how many will be skipped and why (opted out, no phone, no email).
  4. 4Send. Messages are queued and sent over a minute or two to respect provider rate limits.

Bulk send is the same as sending one message many times: each one is personalized with merge fields, logged on the applicant's own record, and answered in the shared inbox as an individual thread.

Good uses

  • Re-engaging everyone in Applied after a week of silence.
  • Sending a scheduling link to the whole Screening stage once a hiring manager frees up a day.
  • Closing out the Rejected stage with a respectful message when a role is filled.

Still stuck?

Contact support.

Tell us what you tried. A person replies from management@apexsales.ai.