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Use the bulk SMS/TXT Communicator

  • Updated

Learn how to send SMS/TXT messages to bulk groups and delete scheduled messages.

This article covers:

Note: To use the SMS/TXT function in Vault, make sure the SMS/TXT Module Access option is selected in your user management settings.

Send a bulk SMS

MRI Vault allows you to send SMS/TXT messages to individual contacts or bulk groups using the SMS/TXT Communicator. This feature is ideal for marketing campaigns, updates, or quick contact.

  1. Go to: eMarketing > SMS/TXT Communicator

  2. For multi-office clients:

    • Select the Office dropdown to: 
      • Select an office or
      • Select All
  3. Choose your contact categories or a Contact Distribution List to target
    Sms-communicator.png
  4. Customise your message by applying filters and selecting message details
  • Filter(s) - Narrow recipients by selecting the marketing contact
  • Precinct - Target contacts within a specific precinct
  • From - Choose the sender
    • Australia - Replies go to the sender’s contact number
    • New Zealand - Replies appear in the SMS/TXT Replies widget
  • Timing - Send immediately or schedule for later/ (If this is empty, the message will send immediately)
  • Template - Use a pre-made SMS template
  • Message - Write your own or edit a selected template. Templates help ensure merge fields work correctly
  • Unsubscribe from SMS link - Include an opt-out link. If omitted, a warning will appear before sending
Note: SMS charges apply per message part. Each part is 153 characters if the message exceeds 160 characters.
  1. Select the Fee checkbox to agree to the charge
    Filters.png
  2. Click Next once your message is ready
  3. Review the summary confirmation
    Sms-review.png
  4. Click Next again to send

You will be redirected to the summary page where you can view or cancel scheduled messages before they’re sent.

Summary.png
Note: Bulk SMS messages can also be viewed in the contact’s Notes tab. If the message was sent via the Vault SMS server, the content will also be available under Reports > SMS Text Usage.

Manage scheduled SMS/TXT messages

Note: Only users with Admin access (with Settings enabled in User Management) can remove scheduled SMS/TXT messages on behalf of another agent.

To see and remove scheduled messages:

  1. Go to: eMarketing > SMS/TXT Communicator
  2. Select the View Pending tab to see scheduled messages

You will see:

  • Sent Time - The scheduled time for sending the message
  • Message - The content of the message
  • Who - The recipient, whether it is an individual or a mass message
  1. Click Remove to cancel the message if needed

Remove-txt.png

  1. Click OK in the confirmation pop-up
Note: Messages cannot be retrieved once they are deleted. If a message is needed again, it must be recreated manually.

What's next?

Learn how the SMS/TXT usage report can help you monitor your usage and understand all associated costs for messages sent through your MRI Vault account.

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