Sending a Bulk Text Message

Create a Bulk Text Message

To begin, navigate to Marketing > Bulk Text Messages in CRM.

You will be brought to the My Drafts view of the messages. Please note there is a Draft view for everyone's drafts, a Outbox view for messages scheduled to go out, and a Sent view for successfully sent messages.

We're creating a new message, so choose New to create a record and a new Bulk Text Message record will open:

Subject: This will be the subject of the text message.

Campaign: It can be associated to a CRM Campaign so that the records are shown on the Campaign.

Send Immediately: If Yes is chosen, the text messages will go out as soon as Send has been pressed. If No is chosen, the date and time fields will be active and can be filled out for a later send. Toggle this value by clicking on "Yes" or "No".

Send On: If Send Immediately is set to No then these fields will be activated. Place the future date and time the messages should be sent.

Status Reason: This field indicates the current send status of the Bulk SMS record and will update automatically once you choose to send the message.

Subscription List: This field is used to specify the Subscription List that this particular Bulk SMS message will be related to. Subscription Lists help manage opt-ins and opt-outs, so selecting the appropriate Subscription List will ensure that only recipients who specifically opted-in to the specified subscription list will receive the text message.

NOTE: The Subscription List field will only be present if you have moved to our Subscription Opt-In style. Opt-Out is the default functionality and can be seen in the D365 Opt-Out Style tab of this article.

Now Save the Record to continue.

Next add the Marketing List(s) that will be sent the SMS. To do this, click on + plus sign on the far right of the record. A field in the Marketing List area will appear with a magnifying glass. Click it to browse and add Marketing Lists

.

Add Text Message Content

Now create your message in the Message Content area. You can also use the dynamic content dropdowns to pull in any information listed there. These will pull in information from the respective entity. (The Owner refers to the owner of the Lead or Contact record that will be receiving the SMS. Account information is populated when you send to an Account record.) It will show you how many characters you've used in the bottom right corner. We recommend you use 160 or less but there is not a limit.

Make sure to press Save in the upper left-hand corner of the message box.

Send the Text Message

Now it is ready to send. Press Save and then the Send button at the top.

You will see this approval message next. Make sure the number of recipients looks correct and that everyone on the list is okay with getting your texts. Then check the box and click Approve.

NOTE: If multiple recipients share the same phone number, then they will be de-duplicated and the recipient will only receive one SMS message.

Now people will start receiving your text message!

Create a Bulk Text Message

To begin, navigate to Marketing > Bulk Text Messages in CRM.

You will be brought to the My Drafts view of the messages. Please note there is a Draft view for everyone's drafts, a Outbox view for messages scheduled to go out, and a Sent view for successfully sent messages.

We're creating a new message, so choose New to create a record and a new Bulk Text Message record will open:

Subject: This will be the subject of the text message.

Campaign: It can be associated to a CRM Campaign so that the records are shown on the Campaign.

Send Immediately: If Yes is chosen, the text messages will go out as soon as Send has been pressed. If No is chosen, the date and time fields will be active and can be filled out for a later send. Toggle this value by clicking on "Yes" or "No".

Send On: If Send Immediately is set to No then these fields will be activated. Place the future date and time the messages should be sent.

Now Save the Record to continue.

Next add the Marketing List(s) that will be sent the SMS. To do this, click on + plus sign on the far right of the record. A field in the Marketing List area will appear with a magnifying glass. Click it to browse and add Marketing Lists

.

Add Text Message Content

Now create your message in the Message Content area. You can also use the dynamic content dropdowns to pull in any information listed there. These will pull in information from the respective entity. (The Owner refers to the owner of the Lead or Contact record that will be receiving the SMS. Account information is populated when you send to an Account record.) It will show you how many characters you've used in the bottom right corner. We recommend you use 160 or less but there is not a limit.

Make sure to press Save in the upper left-hand corner of the message box.

Send the Text Message

Now it is ready to send. Press Save and then the Send button at the top.

You will see this approval message next. Make sure the number of recipients looks correct and that everyone on the list is okay with getting your texts. Then check the box and click Approve.

NOTE: If multiple recipients share the same phone number, then they will be de-duplicated and the recipient will only receive one SMS message.

Now people will start receiving your text message!