Besides sending an SMS to a singular contact as shown via the Contact Record: Send Email | SMS knowledge article, we also provide the option to bulk SMS/TXT your database. Below is a step-by-step guide on this process.
In order to use the SMS/TXT function in Vault, you will need to ensure that you have the SMS/TXT Module Access ticked within your user management settings. More information can be found in the User Management Settings knowledge article.
Contents:
Step by step
1. Go into eMarketing > SMS/TXT Communicator
2. Select your desired contact categories or a contact distribution list that you would like to send your SMS/TXT to
3. You are then able to select the below details of the SMS:
- Filter(s): - Filter your recipients via the marketing contact attached
- Precinct: - Filter your recipients via a specific precinct that has been created. More information on this function can be found via the Precincts knowledge article
- From: - Select the sender of the SMS (If sending via an Australian number and the recipient responds back to the SMS, this will go to the selected sender's defined contact number. For New Zealand numbers, any responses will populate via the SMS/TXT Replies widget - More information on how to set up this widget can be found in the Dashboard knowledge article)
- Timing: - If left blank, the system will send the SMS now, however, you do have the option to schedule it on a different date/time
- Template: - Select an existing SMS template to populate. More information on creating SMS templates can be found via the eMarketing (Set Up SMS | TXT Responses) knowledge article
- Message: - If not selecting a template, you can create your own message or edit your selected template prior to sending (templates are recommended for merge field accuracy)
Each SMS/TXT sent will incur a charge per SMS part (each part is 153 characters of text if the total message length is over 160 characters).
3. When you have completed your SMS and agreed to the charges, you are then able to click on Next. This will then provide a summary confirmation, which you are able to review prior to clicking on Next to send
4. If you have scheduled the SMS/TXT to be sent at a later date/time, you can view the pending SMS/TXT via the View Pending tab. Here you can also use the Remove button to stop the pending message from being sent if required
You can also view pending SMS for an individual contact, by going into their contact card > Other tab > Pending SMS
Additional information
We provide the option to track all SMS/TXT sent via vault. This can be done via Reports > SMS/TXT Usage. More information on this report can be found in the SMS/TXT Usage Report knowledge article.