- Send and receive MMS messages<\/li><\/ul>\n\n\n\n
You can send SMS campaigns to records of any object, and also choose to add a media file in that campaign (MMS messaging) to make your communication more effective. The sections below explain how to set this up.<\/p>\n\n\n\n
Preparing your recipient<\/strong><\/h4>\n\n\n\n
To send SMS\/MMS to the records of any object of your Zoho CRM, you need to have the recipient list in the CSV file and upload it while running a campaign. You can also choose to save the recipient list in your SMS-Magic portal so that you can use this in future again.<\/p>\n\n\n\n
Follow these steps to export records from Zoho CRM:<\/h4>\n\n\n\n
- \n
- Go to https:\/\/www.zoho.com\/crm\/lp\/login.html and log in with your Zoho CRM credentials.\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-1.png\")
\n<\/li>\n - Go to Setup > Data Administration > Export<\/b>.\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-2.png\")
\n<\/li>\n- Choose the Module from which you need to export records in CSV format.\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-3.png\")
\n<\/li>\n- Your CSV has the list of records and is ready to be used for sending out SMS\/MMS campaigns. You can examine the CSV file and remove any recipients that you don\u2019t want to receive SMS messages.\n\n<\/li>\n<\/ol>\n
\nIt is not mandatory to export a CSV from Zoho CRM. You can create a CSV file and insert the records to which you want to send SMS messages. The CSV created should have the column names\/field names.\n<\/div>\n
\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-4.png\")
\n\n\n\nRunning an SMS\/MMS campaign<\/strong><\/h4>\n\n\n\n
Now that you have the recipients for your campaign, you\u2019re all set to run an SMS\/MMS Campaign. Follow these steps:<\/p>\n\n\n\n
- \n
- Go to https:\/\/app.sms-magic.com and log in with your SMS-Magic credentials.\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-5.png\")
\n<\/li>\n - Go to Campaign > SMS Campaign<\/b> and click the Create Campaign<\/b> button.\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-6.png\")
\n<\/li>\n- \nIn the Create Campaign<\/b> section:\n
- \n
- Enter both the Campaign Theme\/Name<\/b> and Sender ID<\/b>, and also choose Recipients<\/b> for your campaign.<\/li>\n
- Optionally, add a detailed description to your campaign.<\/li>\n
- In the Recipient List<\/b>, either select the saved list you created earlier, or upload the exported CSV file.<\/li>\n<\/ul>\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-7.png\")
\n<\/li>\n- \nIn the Compose<\/b> section, select a template that you created in the SMS-Magic portal. SMS-Magic currently supports only static templates, which can be used while running a campaign.\n
\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-8.png\")
\n
\nUsing Insert Dynamic Fields<\/b> you can choose to insert dynamic fields into your SMS message. The fields displayed in the drop-down will be the columns present in the CSV file.\n
\nSince you can have multiple fields for storing phone numbers of your recipients, SMS-Magic provides you the ability to choose the column of your CSV which has the phone number of your recipients\u2014using the Select Phone Field<\/b> drop-down list.\n
\nIf MMS is enabled for your organization, you can check the Add media file box and attach a media file to your message, then enter the Subject of the MMS and choose to either upload a media file from your system or enter the web address (Enter URL) of the media file.\n
\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-9.png\")
\n
\nThe MMS size, supported file format, and supported file type depends on your network carrier. You can check the details by clicking the link to view the Upload Instructions<\/b>.\n
\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-10.png\")
\n<\/li>\n- \nIn the Validate <\/b>section, you can:\n
- \n
- See the Message Preview<\/b>.<\/li>\n
- Send a sample message to yourself before shooting the campaign.<\/li>\n
- Validate the recipient phone number.<\/li>\n<\/ul>\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-11.png\")
\n<\/li>\n- \nIn the Send<\/b> section, you can:\n
- \n
- See the summary of the campaign.<\/li>\n
- Click the Shoot Campaign<\/b> button, or schedule campaign now.<\/li>\n<\/ul>\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-12.png\")
\n<\/li>\n- Once the campaign has been sent, the campaign list view page will appear\u2014on which you can see the list of all campaigns.\n
![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-13.png\")
\n<\/li>\n- In the Action<\/b> column, click the small info icon to see the details of a campaign.\n
\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-14.png\")
\n
\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-15.png\")
\n
\nWhen you receive an MMS, you can review details in the Responses<\/b> tab of the SMS-Magic portal.\n
\n\nThe messages sent using campaigns will not be associated with the records of your Object and on your Zoho CRM. You can check the details of the SMS\/MMS message that are sent out from campaigns by going to Campaign > SMS History<\/b> in the SMS-Magic portal.\n<\/div>\n<\/li>\n<\/ol>\n![](\"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-content\/uploads\/sites\/3\/2019\/10\/sms-campaign-16.png\")
\n","protected":false},"excerpt":{"rendered":"SMS-Magic also provides these capabilities: Send a text message campaign to any Zoho object Send and receive MMS messages You can send SMS campaigns to records of any object, and also choose to add a media file in that campaign (MMS messaging) to make your communication more effective. The sections below explain how to set […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[28],"lsvr_kba_tag":[44,32],"class_list":["post-523","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-zoho-sms-campaign","lsvr_kba_tag-sms-mms-campaign","lsvr_kba_tag-zoho"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/lsvr_kba\/523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/comments?post=523"}],"version-history":[{"count":4,"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/lsvr_kba\/523\/revisions"}],"predecessor-version":[{"id":622,"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/lsvr_kba\/523\/revisions\/622"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/media?parent=523"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/lsvr_kba_cat?post=523"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/zoho\/wp-json\/wp\/v2\/lsvr_kba_tag?post=523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Once the campaign has been sent, the campaign list view page will appear\u2014on which you can see the list of all campaigns.\n
- \nIn the Create Campaign<\/b> section:\n
- Choose the Module from which you need to export records in CSV format.\n
- Go to https:\/\/www.zoho.com\/crm\/lp\/login.html and log in with your Zoho CRM credentials.\n