Send Bulk Messages to Delivery/Pickup Drivers

How to email or sms bulk messages to drivers for deliveries and pickups

1. From the main menu strip at the top, go to CRM > Bulk Messages.
   

2. Select the Group By dropdown as Driver.
   

3. Select a driver to filter by if required.
   Note: Drivers are set up via Setup > Suppliers. In the Other tab, check the box Is Driver or Transport Company, and save the supplier record.Only Suppliers with this setting checked are listed in the Drivers dropdown list.
   

4. Leave the Date Filter as the default Date From (for Deliveries) or change to Date To (for Pickups).

5. Select a data range using the Date From and Date To filters.
   Note: Only Bookings/Invoices where the Delivery/Pickup Required options have been set will be listed.
   

6. Choose to send via Email or SMS.

7. Proceed to send the messages as per the How to send bulk messages section at the beginning of this article.