Dynamics | Send bulk SMS/RCS messages

You can send a bulk message to a marketing list to communicate to multiple contact records at the same time.

Send a bulk SMS message

1. Log in and access the SMS for Dynamics app.
2. From the left-side navigation menu, click Marketing Lists.
3. Locate and select the marketing list you'd like to send a message to.

4. In the marketing list, open the Related drop-down menu and click Bulk SMS.

   

5. Click the New Bulk message button to send a bulk SMS message.

6. Configure your message:

   • Subject: Enter a subject. This will not be included in the SMS - it will only appear in the Timeline so you can easily review what the message is about.

   • SMS Type: You can choose to send an instant message or schedule the message by clicking the dropdown SMS Type.

     If scheduling a message, the system will use the timezone set in your Personalization Settings.

   • Date: Select the date.
   • Marketing List: The marketing list you want to send the bulk SMS message to.

   • Template: If you select a template from the drop-down list, the Subject and Message will automatically pre-populate. 

     When searching for a template, the system will search for what the template begins with. To search for 'Appt Reminder' by using 'Reminder' as your search term, use an asterisk on either side e.g. *Reminder* for the search to work.

   • Message: Configure your message. You can add personalisation by clicking Insert Field. Ensure the fields you add to your message have data in them in the contact profile.

   

7. You can click on Preview Message to see what the message will look like before sending it.
8. When you're ready, click the Save and Send button in the top navigation bar to send the message.

Send a bulk RCS message

1. Log in and access the SMS for Dynamics app.
2. From the left-side navigation menu, click Bulk SMS & RCS.

3. Click on + New Bulk RCS.

   

4. Configure your message:
   • Subject: Enter a subject. This will not be included in the message - it will only appear in the Timeline so you can easily review what the message is about.

   • SMS Type: You can choose to send an instant message or schedule the message by clicking the dropdown SMS Type.

     If scheduling a message, the system will use the timezone set in your Personalization Settings.

   • Date: Select the date.
   • Marketing List: The marketing list you want to send the bulk RCS message to.
   • Channel: RCS

   • Template: If you select a template from the drop-down list, the Subject and Message will automatically pre-populate. 

     When searching for a template, the system will search for what the template begins with. To search for 'Appt Reminder' by using 'Reminder' as your search term, use an asterisk on either side e.g. *Reminder* for the search to work.

     

5. Scroll down and compose your message:

   • Sender ID: Select a sender ID to be used to send the RCS message. To send RCS messages, you'll need to connect RCS to your Sinch Engage account first. If an agent isn’t set up, a warning message will display.
   • To Telephone: Select the appropriate field.
   • Message: Compose your RCS message. You can add personalisation by clicking Insert Field. Ensure the fields you add to your message have data in them in the contact profile.
   • Fallback Sender ID: Select a Sender ID to be used to send a fallback SMS.
   • Fallback Message: Compose your fallback message. If the recipient doesn't have RCS enabled on their mobile phone we will send them an SMS instead.

   

6. Click on Preview Message to see what the message will look like before sending it.
7. When you're ready, click the Save and Send button in the top navigation bar to send the message.
8. The Activity Status and Status Reason will update once the message is sent.