Salesforce | Send bulk SMS to list views

The Bulk SMS Manager sends bulk messages to a selected group of records from a List View. You can send messages to any supported object by choosing your data source, selecting your recipients, composing your message and sending.

You can access the Bulk SMS Manager from the Bulk SMS Manager tab in the Sinch SMS for Salesforce app. You can also add it to other Lightning pages for quick access e.g. Home page.

Bulk SMS Manager

1. Navigate to the Bulk SMS Manager tab in the Sinch SMS for Salesforce app.
2. Fill out the fields and click Next to go through the Data source, Select Recipients and Compose Message tabs to configure your message.

Data Source

1. In the Bulk SMS Manager, open the Data Source tab.
2. Select the Object, Phone Field, and List View you want to use.
3. (Optional) Select up to three additional fields to display in the Select Recipients tab.
4. Click Next to continue.

Select Recipients

1. In the Select Recipients tab, you'll see all the records that match your selected List View filters.

2. Select the checkboxes next to the recipients you want to include in your message.

   Note: Some records may appear in the list even if they’ve opted out of SMS. These records will be greyed out and cannot be selected.

3. Click Next to continue.

Compose Message

1. In the Compose Message tab, select a pre-built template from the drop-down.

2. Configure your message:

   • Sender account: Choose the account that will send the message.

   • Sender ID: Select the number or name your recipients will see as the sender.

   • Merge object and Merge field: To personalise your message, insert Merge Fields using the drop-down menu.

   • Tag (optional): Add a tag value to track the message in each outbound Task record and any replies.

   • Show Preview: See how your message will appear, including populated merge fields.

   • Highlight Special Characters: Identify Unicode characters that may affect message length.

   • Character Count: View how many characters and message credits will be used.

   • Attach File: Add an image to send an MMS (picture message).

   

3. When you're ready, click on Send or Schedule to send the message.