Find the bulk texting tab

If the button isn't on your object's list view page, open the App Launcher and search for the List View Bulk Texting tab. It opens a page where you can search for the object by name; every list view for that object then loads.

Configure the send

1. Select the list view you want to send messages to.
2. Select the sender ID from the From (Sender ID) dropdown.
3. Select the phone field where your record stores the number.
4. Select a template access level if you're sending a template that has one assigned. If your template isn't assigned to any access level, it defaults to public.
5. Select the template you want to send, or choose CUSTOM MESSAGE to open a text box below the dropdown where you can type your own message.
6. Select a channel. Default applies automatically; if your Sender ID is configured for both SMS and WhatsApp, choose your preferred channel instead.

Send with a template

Send with free text

Schedule messages (optional)

1. If you want to send at a specific time, check Schedule messages?. The schedule settings appear on the right side; fill in the options you need.

Preview and send

1. If your list view has fewer than 500 records, you can see a preview. Records show a HOLD status if they don't have a phone number or have opt-out enabled.
2. When you send with a template, merge fields auto-fill with the record's data.

1. Click Send to send the messages.

Special features

• Send messages to any number of records at once by preparing a list view.
• View the status of each message in the Message Bucket object.