Note: You need to have Campaign feature enabled in SMS-Magic Web Portal to send Bulk Campaigns. Please contact sales@screen-magic.com, in case you do not have access to the feature.

Preparing your recipient list

To send Bulk Campaign to the records of any module of your Zoho CRM, you need to have the recipient list in the CSV file and upload it while running a campaign. The uploaded CSV gets saved on SMS-Magic Web Portal so that you can use this in the future again. You can delete the saved lists by navigating to Campaign -> Contact Lists.

Follow these steps to export records from Zoho CRM:

1. Login to your Zoho CRM account.
2. Go to Setup > Data Administration > Export 

3. Choose the Module from which you need to export records in CSV format

4. 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’t want to receive SMS messages.

Running an Bulk campaign

Now that you have the recipients for your campaign, you are all set to run an Bulk campaign. Follow these steps:

1. Go to https://app.sms-magic.com and log in with your SMS-Magic credentials 
2. Go to Campaign > Message Campaign and click on the Create Campaign button
3. In the Create Campaign section:
   • Enter both the Campaign Theme/Name and Sender ID, and also choose Recipients for your campaign
   • Optionally, add a detailed description to your campaign
   • In the Recipient List, either select the saved list you created earlier, or upload the exported CSV file
   • If you select an SMS Sender ID, you can send SMS/MMS messages. If you select a WhatsApp Sender ID, you can send pre-created Registered WhatsApp template messages.

4. In the Compose 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.

Using Insert Dynamic Fields 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.

Since 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—using the Select Phone Field drop-down list.

If 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.

The 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.

Note: If the rows in your uploaded/selected CSV have errors, you will be shown a warning dialog mentioning the number of rows ignored by us while processing your CSV file.

5. In the Validate section, you can:
   • See the Message Preview
   • Send a sample message to yourself before shooting the campaign
   • Validate the recipient phone number

6. In the Send section, you can:
   • See the summary of the campaign
   • Click on the Shoot Campaign button, or schedule campaign now

7. Once the campaign has been sent, the campaign list view page will appear—on which you can see the list of all campaigns 

8. In the Action column, click the small info icon to see the details of a campaign.

You can check the details of the messages that are sent out from campaigns by going to the SMS History Module on your Zoho CRM or by navigating to Campaign > Message History in the SMS-Magic portal.