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💬 How to Schedule Emails & Texts Using ClickBid’s Mass Messaging

ClickBid now allows you to schedule text and email messages in advance with the Mass Messaging feature! Whether you're preparing for a fundraiser, gala, or campaign kickoff, this tool helps you coordinate your pre-, mid-, and post-event communications with ease.

Let’s walk through how to get started. 📅📲


 💡Step 1: Navigate to the Messaging Area

  1. Go to Bidders > Email/Text Bidders in your ClickBid admin dashboard.

  2. This section supports both email and text messages.

  3. This guide focuses on text messages, but the process is identical for emails.

Screenshot 2025-06-27 143835

💡 Tip: You can mix scheduled and manual messages — perfect for last-minute updates!


👤 Step 2: Set Up a Notification Contact

You'll notice a new tab: Notification Contact.

  • This must be completed to use the auto-send feature.

  • The contact entered here will receive:

    • A text and email alert 10 minutes before any scheduled message goes out.

    • A reminder and chance to cancel the outgoing message.

You can also send a test alert to confirm it's working.

Screenshot 2025-06-27 144049

🟦 Info: This person acts as your final checkpoint — make sure it’s someone with decision-making authority!


📲 Example Notification Alerts

Here’s what the reminder message looks like for the Notification Contact:

 "Heads up! Your scheduled message will send in 10 minutes. You can cancel it if needed."

This gives you a final window to make changes before the message is released.


✍️ Step 3: Compose and Schedule Your Message

  1. In the Compose a Text section, you'll see a Send Automatically dropdown.

  2. To schedule the message:

    • Set Send Automatically to Yes

    • Choose a Send Time at least 10 minutes in the future

  3. If you're not auto-sending, still set a desired time to save the message.

Screenshot 2025-06-27 144358

 

 

⚠️ Warning: You cannot auto-send messages within 10 minutes of creation or within 10 minutes of another auto message. Use manual send for anything urgent.

🗂️ Step 4: Track Your Messages in the Library

In the Composed Texts/Emails tab:

  • Yellow highlight = Message is set to send automatically

  • Gray = Message is not scheduled for auto-send

  • Canceled messages are labeled with the cancel time

To resend a canceled message:

  1. Click Copy next to the canceled message.

  2. Set a new time and decide if it will go out manually or automatically.

🟢 Tip: This creates a new version of the message, so you’ll retain a full record of the original and canceled versions.


🏁 You're Ready to Start Scheduling!

With these tools, you can stay ahead of the game by preparing your messaging strategy in advance. From reminders and updates to post-event thank-yous, ClickBid’s Mass Messaging keeps you in control — even when the event day gets busy.