Campaign Automation: Send SMS Action

The Send SMS action is used in Campaign Automations to send an SMS (text) message to an individual contact/lead/account that is a participant within a campaign automation. Actions can be added to the canvas individually, or they can be included within a Series. To learn more about series and actions, read this article.

Add the Action to a Campaign Automation

To add a Send SMS Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.

Action Properties

Once the action has been added to the canvas, click on it and you will see the right panel change to show the properties of this action.

The properties for the Send SMS action is very similar to a standard SMS. Here are the fields to enter:

Display Name (required):  The display name is entered by default, however you can also change the display name to anything you like.

Select SMS Connector: This field allows you to select an set up SMS connector to use to send the SMS.

Subject (required): This is the subject of the text message. This generally won't be seen by too many service providers. This is mostly for your convenience in CRM.

Message (required): Place the content of your text message here. This is what the contact/lead will receive.

Subscription List: (this field is only visible if you are on the opt-in subscription method) This field is used to specify the Subscription List that this particular text 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 who opted-in to this subscription list will receive the message.

Campaign: The Text Message record that will be created in CRM can be associated to a CRM Campaign if this field is populated.

Text Message Owner (required): Here you can choose between "Same as participant's owner" or "Same owner for all". If "Same as participant's owner is chosen", the text message record created will be owned by the same CRM User that owns the contact/lead/account running through this action. If "Same owner for all" is chosen, you will need to choose which User and all the text messages created from this action will be owned by the same User regardless of who owns the contact/lead/account. A lookup field will appear if you choose this option, choose an User from this field.

Note: A note is an optional field for any details that need to be written about the action.

A text message record will be created in CRM and will be sent out to that participant.

SMS Processing

When sending SMS messages via a Campaign Automation, there is a bulk processing option that we will run to help decrease the API calls to your CRM. So if 1000 messages are being sent at the same time, ClickDimensions would be able to send one API call to your CRM. This feature helps decrease the risk of Microsoft registering an API call limitation on your CRM.