There are two ways to send an SMS - Bulk SMS to a Marketing List or Individual SMS to one Contact, Lead, or User. In this article we will show how to send an individual text message.
Goals
- Learn how to send an SMS Message to a single Lead or Contact
- D365 Opt-In Style
- D365 Opt-Out Style
Create new Text Message
When a Lead, Contact, Account, or User record is opened, click on the ... at the top and choose Other Activities > Text Message.
This will open a new blank Text Message.
Fill in Required Fields
Fill in a few fields before the message can be sent.
Subject: This will be the subject of the text message.
To: Choose the Lead, Contact, or User the SMS will be sent to.
NOTE: You can actually choose more than one recipient here. If you'd like to send to a few people but not create a Marketing List for them you can use this method.
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 your recipients that have opted-in to this Subscription List will receive the 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.
Campaign: It can be associated to a CRM Campaign so that the records are shown on the Campaign.
Message: Type the content of the text message here.
Now Save the Record.
Send the Text Message
Press the Send button at the top and wait for the statistics to come in!
NOTE: The text message record will automatically save when you press Send if you are on version 8.10+
Where to Find Previously Sent Text Messages
Once you sent your Individual SMS, you can find the activity created on your Contact or Lead record in Activities :
And you can find all your Sent Individual Text Messages by going to Activities > Text Message and select the Sent view :
Create new Text Message
When a Lead, Contact, or User record is opened, click on the ... at the top and choose Other Activities > Text Message.
This will open a new blank Text Message.
Fill in Required Fields
Fill in a few fields before the message can be sent.
Subject: This will be the subject of the text message.
To: Choose the Lead, Contact, or User the SMS will be sent to.
NOTE: You can actually choose more than one recipient here. If you'd like to send to a few people but not create a Marketing List for them you can use this method.
Campaign: It can be associated to a CRM Campaign so that the records are shown on the Campaign.
Message: Type the text message here.
Now Save the Record.
Send the Text Message
Press the Send button at the top and wait for the statistics to come in!
NOTE: The text message record will automatically save when you press Send if you are on version 8.10+
Once you sent your Individual SMS, you can find the activity created on your Contact or Lead record in Activities :
And you can find all your Sent Individual Text Messages by going to Activities > Text Message and select the Sent view :
| Feature Added: 4.1.0 |
| Feature Updated: 9.2.0 (8.2.2 for CRM 2011) |
| ClickDimensions Version Needed: 9.2.0 (8.2.2 for CRM 2011) |