SMS with ClickDimensions allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your MessageNet account. You will need your MessageNet account information to configure the SMS settings and begin sending text messages. All charges for SMS messages are paid by you directly to MessageNet.
NOTE: Your company must have a paid MessageNet account in order to use this ClickDimensions SMS feature. MessageNet is the service that will be sending your text messages.
IMPORTANT: If your CRM is installed on-premise and your firewall is restricting access from outside applications, you will need to ensure that the IP addresses listed in this article are permitted access through the firewall to your CRM server. SMS will not work if the SMS IP address listed in the article cannot connect to your CRM.
- Find the MessageNet Connector in CRM
- Learn how to integrate MessageNet with ClickDimensions to send SMS messages from CRM
- Dynamics 365
Navigate to Connectors
To get started, you will need to click on the arrow by Microsoft Dynamics CRM and choose Settings. Then scroll over until you see ClickDimensions Settings.
Choose Connectors from the ClickDimensions Settings page.
Connectors are for SMS, Webinars, etc. Choose Add connector.
A new window will open. Choose MessageNet from the connector options.
A new window will open with settings options for the connector.
Connector Name: Input the name for how your connector will display in the Connector’s Settings Window (Customers will not see this name).
Mobile Number Fields
In the Mobile Number Fields section, you will specify which fields in your Lead, Contact, and Account records contain the phone number you want to send the text messages to. As you can see in the example below, we have selected the standard CRM Mobile Phone field for Leads and Contacts and Main Phone field for Accounts. These are fields that are already in your CRM records.
As for the Country Code field, select your country code from the drop down menu. You must have a country code in order to send Text Messages. When your Country Code field is set to 'World-Wide', then a plus sign (+) and the appropriate country code will need to be included directly within the recipient's phone field in order to send properly. In the event that a phone number in your CRM field does not have a country code at the beginning of the number and your Country Code is not set to 'World-Wide', we will append the selected code here to that number. If the phone number you are sending the text message to has a country code already in that field in CRM, then we will not append the selected country code to the number. The plus sign (+) appended to the beginning of the phone number will be the indication that a country code is appended to the number.
For example, this phone number in the Mobile Phone field does not contain a country code. This means the specified Country Code (in this example, United States is +1) will be appended to the number when the text message is sent. So, the resulting phone number will be +1 111-222-3333.
In another example, the phone number entered in the Mobile Phone field already contains a Country Code – United Kingdom (+44). Even though the Text Message settings specify that the country code is for the United States (+1), we will not append the United States code to this phone number, because it already contains a Country Code (this is contingent upon the + in the field). The text message will be sent to +44 555-666-7777
Click Save under the Country Code field to save any changes in the Mobile Number Fields section.
MessageNet Account Settings
NOTE: Only one SMS connector account can set up in one CRM environment; separate accounts would need to be opened to use the connector in other CRM environments to avoid errors.
To create your MessageNet account, click on the Create a MessageNet Account link. This will take you to the MessageNet home page where you can select your region from their list. Account Username: This is the Username used to sign into your MessageNet account. This is set up when you create an account with MessageNet. Account Password: This is the password used to log into your MessageNet account. This is set up when you create an account with MessageNet.
|Feature Added: 7.0.5|
|Feature Updated: 8.2.0|
|ClickDimensions Version Needed: 7.0.5|