The Bulk SMS Manager enables you to send a Bulk SMS to a selection of records from a particular Object, selected from a ‘List View’ you have created on that Object Tab.
The Bulk SMS Manager can be used in both Salesforce Classic and Lightning Experience. It is accessible from the Navigation Menu as illustrated below.
Lightning Experience Salesforce Classic
The Bulk SMS Manager allows you to send an outbound message to records within any Object that contains a Phone field in 3 simple steps:
- Choose your Data Source
- Select your Recipients
- Compose your message
Data Source
The Data Source Tab on the Bulk SMS Manager allows you to select the Object, Phone Field and List View. You’re also able to optionally select another three fields to be displayed in the ‘Select Recipients’ Tab. You can then click next to move to the ‘Select Recipients’ Tab.
Select Recipients
The Select Recipients Tab on the Bulk SMS Manager will display all of the records matching the filter criteria in your selected List View. You’re able to select the record(s) you wish to send the outbound message to and then click next to compose your message.
Note: Records may match the criteria of your List View even if they have opted out of receiving SMS messages. However, you will not be able to select them from the Select Recipients list.
Compose your message
The Compose Message Tab on the Bulk SMS Manager enables you to write out a message manually, or select from a template. You’re also able to include merge fields, specify the MessaeMedia account you wish to send the message from, and preview your message. Once you’re ready, you can choose to ‘Send Now’ or ‘Send Later’.
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.
The Bulk SMS Manager component can also be added to additional Lightning Pages, for example, the Home Page, as shown below. 