HubSpot | Send bulk SMS, MMS or WhatsApp campaigns

You can easily send SMS, MMS or WhatsApp campaigns in HubSpot to multiple contacts in your address book by setting up a workflow. 

Create bulk campaign workflow

To send bulk SMS campaigns:

1. From the left-side navigation bar, click on Automation and then Workflows.
2. Click on the Create workflow drop-down button and click From scratch.

3. Click on Met filter criteria.

   

4. In the Eligible records segment, select Contact.
5. In the Add criteria segment, for the filter category, select List membership.

6. Choose the list of contacts who you want to send your message to.

   

7. Click Next.
8. Click Save and continue.
9. Click on the + icon to add an action.
10. Scroll down and click on Sinch SMS & MMS from the Integrated Apps section to open the drop-down.
11. From here you can select Send WhatsApp or Send SMS / MMS.

12. Configure your action:

    • Phone Number: Select from the available contact records in the data variable section.
    • Account: Your Sinch MessageMedia account.
    • Sender ID Name: The options here will reflect the Sender IDs you have available to you on your Sinch MessageMedia account e.g. Dedicated numbers, registered alphanumeric sender IDs (formerly alpha tags). The Account Default is the default Sender ID you have set up on your account in the Sinch MessageMedia platform. If you're using the Account Default setting, any changes you make to your default sender ID in the Sinch MessageMedia platform will be applied to this workflow.
    • Workflow ID: Your workflow reply ID. This will ensure that replies to this message will only trigger actions in a specific workflow.
    • Text Message: Compose your message. You can include any relevant personalization by choosing from the data variable list e.g. First Name.
    • Image URL: To send an MMS, paste the image URL here. Please review the MMS requirements before setting this up.
    • Country Code: If you're sending messages overseas, enter the country code here, otherwise leave it blank to default to your local country.
    • Owner: Select the owner of this action - this selects the email address to which notifications relating to this action will be sent.

    

13. Click Save.
14. When you're ready, click Review and Publish.
    • Select Yes, enroll contacts who meet the enrollment criteria immediately when the workflow is turned on before turning on the workflow.

    • Select No, only enroll contacts who met the trigger criteria after turning the workflow on if you want to send a bulk message to anyone who become members of your nominated contact list after turning the workflow on.