Sending SMS
- Begin testing by selecting a Dynamics contact
- Please ensure that Mobile Phone number is completed as this is the phone number being used.
- Type message, save and send SMS
- A True Dialog ID will be generated which will confirm message has been sent
Sending Bulk Text Message
When sending to more than one contact or a bulk text message will require the use of a Marketing List. If list has already been created, skip to step 7.
- Select Marketing and Marketing List
- When creating new list, select Targeted At dropdown and choose Target Source and Save
- Select + button to add new records to list
- Select how you wish to find contacts
- Select desired contacts
- List will show included contacts
- Using Advanced Find, select Bulk Text Message form “Look for” dropdown
- Select from existing Bulk Text message or create new Bulk Text
- Select who will be sending message by choosing from “Send from” drop down and type message.
- Select Marketing List for distribution and click Send
- Confirmation of message sent will generate True Dialog ID