Bulk SMS: Send One Message to a Filtered CRM Segment
Filter your CRM contact list by tag, lead score, service type, or custom field and send a single SMS to everyone in the segment at once.
How It Works
Open the Bulk SMS tool. Apply filters to the contact list to define your segment. Write your message with optional merge fields. Preview the send count and confirm. Messages are queued and sent within your configured sending window.
- Filter recipients by any CRM field
- Preview recipient count before sending
- Merge fields for personalization
- Opt-out list applied automatically
- Sending window configuration
- Delivery report after send
Who Uses This
Promotions and announcements
Send a promotional offer to all contacts tagged as existing customers.
Event invitations
Text every contact in a geographic segment about an upcoming local event.
Seasonal campaigns
Reach your full customer list with a seasonal offer at the start of peak season.
Frequently Asked Questions
Are opt-out contacts excluded automatically?
Yes. The opt-out suppression list is applied before any bulk send.
Can I personalize a bulk SMS?
Yes. Use merge fields to include the contact name or other CRM data in the message.