If you wish to send a Bulk SMS to Campaign Members related to a Campaign, you can do so by going to the Campaign Detail Page and clicking the ‘Send Bulk SMS’ button.
You will then be able to create an ad-hoc message to send to the Campaign Members, or select from existing SMS Templates. Merge fields can also be used. Select the Phone Field you want to use for both Leads and Contacts. Tip: If you want to send to multiple Phone Fields for Campaign Members, you will need to repeat the entire process for each phone number you wish to send to.
Once you have prepared the message, you can then select to only send the message to Campaign Members with a particular Campaign Member ‘Status’ type, as well as specifying a new Status to be applied to the recipients’ Campaign Member records once the SMS message has been sent.
You can add a value in the ‘Tag’ field, which will tag each outbound message ‘Task’ record with the Tag value. Any inbound responses will also contain the same Tag value. This will enable you to run a report of Task records containing a specific Tag value, allowing you to easily identify who was sent the specific outbound message, and who has responded.
Note: If you would like to use merge fields on an SMS message to Campaign Members comprising of both Leads and Contacts, you will need to include both the Lead and the Contact merge fields. For example, to include the First Name value, you will need to insert both values e.g. {!Lead.FirstName}{!Contact.FirstName}.