With “Texting from reports” you can simply select your Salesforce report and execute a message to every contact that is in the report.
Eg: Let us assume as a sales representative you have generated a report on newly created leads on daily or weekly basis. If you want to send a message to your leads follow the steps below.
Search for the tab in your salesforce org “Texting from reports” >>> go to “input text box” there you can search for your report. For reference see the below images.
Step 1: Go to Texting From Reports Tab
Step 2:Select required reports
Step 4: Dynamic Scheduling
1.From (Sender ID):
Select your “Sender ID”. Sender ID represents a phone number.
This contains the phone fields which are available in the lead object.
Select your template/message that you want to send.
Only once: means only this time
Every Day: Selecting “Every Day” it will give you an additional option called “End Date” meaning that you have to select the date after which your scheduling will stop.
Every Week: By selecting every week a row with the week days will be displayed [Mon – Sun].
Every Month: By selecting “Every Month” an option with date will appear (1st-31st).
Every Year: Be selecting “Every Year” a message will be on 1st of January of every year.
5. Start Date:
The start date defines when the messages will start.
6.Time of delivery: Select the time you want your customer to receive their message.
7.Receiver Time Zone (Change it, if your time zone and receiver time zone is different): here you can select your time zone based on a specific region.
8.End Date: Select when you want your dynamic scheduling to end.
9.File Id (Salesforce ID): With Dynamic Scheduling you can send files as well. In the field search for your file’s ID to attach the file to the message.
Find your file ID:
10. Select Channel: Channel means WhatsApp, Telegram or SMS
11. Context user and reply assignment user:
Here we have three options:
o Login user means: the records which you have available in your org.
o Specify the User: for this you need to select the user, which will give you a second option where you need to select user related to “Message Bucket” object
o Use the owner of the related record: Meaning the owner of the lead object records.
Once you have completed all the steps above click on “Confirm Scheduling”.