BulkSMS Settings

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SMS with ClickDimensions allow you to send marketing text messages to your Leads, Contacts, and or Accounts via integration with your BulkSMS account. You’ll need your BulkSMS account information to configure the SMS settings and begin sending text messages. All charges for SMS messages are paid by you directly to BulkSMS. You can additionally read more about the ClickDimensions BulkSMS integration and register for BulkSMS here.

NOTE: Your company must have a paid BulkSMS account in order to use this ClickDimensions SMS feature. BulkSMS is the service that will be sending your text messages.

NOTE: We currently only support “BulkSMS International” log in (http://www.bulksms.com/int/) and “BulkSMS South Africa” log in (http://bulksms.2way.co.za/). When registering for BulkSMS, be sure to either select the international or South Africa country code in the mobile number field.

Bulk SMS registration form

IMPORTANT: If your CRM is installed on-premise and your firewall is restricting access from outside applications, you will need to ensure that the IP addresses listed in this article are permitted access through the firewall to your CRM server. SMS will not work if the SMS IP address listed in the article cannot connect to your CRM.


Go to Settings in CRM> ClickDimensions Settings .

Choose Connectors.

Connectors are for SMS, Events, RSS to Email, Facebook, etc. Choose Add Connector.

2013 - Add Connector

Choose Bulk Text Message.

The Text Message Settings window is where you are going to be establishing which fields you want to use as the mobile number fields in your Lead, Contact, and Account records and entering the necessary account information in order to send Text Messages.

Mobile Number Fields

In the Mobile Number Fields section, you will specify which fields in your Lead, Contact, and Account records contain the phone number you want to send the text messages to. As you can see in the example below, we have selected the standard CRM Mobile Phone field for Leads and Contacts and Telephone 3 field for Accounts. These are fields that are already in your CRM records.

Country Code

As for the Country Code field, select your country code from the drop down menu. You must have a country code in order to send Text Messages. In the event that a phone number in you CRM fields does not have a country code at the beginning of the number, we will append the selected code here to that number. If the phone number you are sending the text message to has a country code already in that field in CRM, then we will not append the selected country code to the number.

For example, this phone number in the Mobile Phone field does not contain a country code. This means the specified Country Code (in this example, United States is +1) will be appended to the number when the text message is sent. So, the resulting phone number will be +1 111-222-3333.

In another example, the phone number entered in the Mobile Phone field already contains a Country Code – United Kingdom (+44). Even though the Text Message settings specify that the country code is for the United States (+1), we will not append the United States code to this phone number, because it already contains a Country Code (this is contingent upon the + in the field). The text message will be sent to +44 555-666-7777

BulkSMS Account Settings

Your company must have a BulkSMS account (or Twilio) in order to use the ClickDimensions SMS feature. This is the service that will be sending your text messages.

NOTE: Only one SMS connector account can set up in one CRM environment; separate accounts would need to be opened to use the connector in other CRM environments to avoid errors.

To create your BulkSMS account, click on the To create Bulk account, click here. This will take you to the BulkSMS home page where you can select your region from their list.

If you need additional resources to help you create your BulkSMS account, you can also go to BulkSMS’s help page.

Once you have established your log in credentials, enter that information into the respective fields under the Bulk Account Settings section. The drop down option for International and South Africa depends on where you signed up for BulkSMS. The Account UserName and the Account Password that you use to log into BulkSMS are what you’ll need to put there.

Bulk SMS Account Settings

Click Save at the bottom of the Bulk Account Settings section to save any changes made in that section.


Go to Settings in CRM> ClickDimensions Settings > Connectors.

Connectors

Connectors are for SMS, Webinars, LinkedIn, etc. Choose Add Connector.

2011 - Add Connector

Choose Bulk Text Message.

The Text Message Settings window is where you are going to be establishing which fields you want to use as the mobile number fields in your Lead, Contact, and Accoutn records and entering the necessary account information in order to send Text Messages.

Mobile Number Fields

In the Mobile Number Fields section, you will specify which fields in your Lead, Contact, and Account records contain the phone number you want to send the text messages to. As you can see in the example below, we have selected the standard CRM Mobile Phone field for Leads and Contacts and Telephone 3 field for Accounts. These are fields that are already in your CRM records.

Country Code

As for the Country Code field, select your country code from the drop down menu. You must have a country code in order to send Text Messages. In the event that a phone number in you CRM fields does not have a country code at the beginning of the number, we will append the selected code here to that number. If the phone number you are sending the text message to has a country code already in that field in CRM, then we will not append the selected country code to the number.

For example, this phone number in the Mobile Phone field does not contain a country code. This means the specified Country Code (in this example, United States is +1) will be appended to the number when the text message is sent. So, the resulting phone number will be +1 111-222-3333.

In another example, the phone number entered in the Mobile Phone field already contains a Country Code – United Kingdom (+44). Even though the Text Message settings specify that the country code is for the United States (+1), we will not append the United States code to this phone number, because it already contains a Country Code (this is contingent upon the + in the field). The text message will be sent to +44 555-666-7777

Click Save under the Country Code field to save any changes in the Mobile Number Fields section.

BulkSMS Account Settings

Your company must have a BulkSMS Account (or Twilio) in order to use the ClickDimensions SMS feature. This is the service that will be sending your text messages.

To create your BulkSMS account, click on the To create Bulk account, click here. This will take you to the BulkSMS home page where you can select your region from their list.

If you need additional resources to help you create your BulkSMS account, you can also go to BulkSMS’s help page.

Once you have established your login credentials, enter that information into the respective fields under the Bulk Account Settings section. The drop down option for International and South Africa depends on where you signed up for BulkSMS. The Account UserName and the Account Password that you use to log into BulkSMS are what you’ll need to put there.

CRM2011 Bulk SMS Account Settings

Click Save at the bottom of the Bulk Account Settings section to save any changes made in that section.

BulkSMS Settings

Log into your BulkSMS account and go to My Account > Your Profile. There are two fields here you need to fill in.

MO relay URL

  • If you are on the US or AU server use: http://azuresendevents.cloudapp.net/BulkSMSIncomingMessageListener.aspx?pass=XXX where XXX is the BulkSMS password you use to log in.
  • If you are on the EU server use: http://azuresendeventseu.cloudapp.net/BulkSMSIncomingMessageListener.aspx?pass=XXX where XXX is the BulkSMS password you use to log in.

Not sure which server you are on? Go to Settings > ClickDimensions Settings and right click on that page and click on Properties. In the URL field if you see that it starts with “https://app-eu.clickdimensions…”, then you are on EU, otherwise you are on US.

Report relay URL

  • If you are on the US or AU server use: http://azuresendevents.cloudapp.net/BulkSMSEventsListener.aspx?pass=XXX where XXX is the BulkSMS password you use to log in.
  • If you are on the EU server use: http://azuresendeventseu.cloudapp.net/BulkSMSEventsListener.aspx?pass=XXX where XXX is the BulkSMS password you use to log in.

Once everything is entered correctly, you are now ready to send text messages. Learn how to Send Bulk Text Messages or Send Individual Text Messages.

Replies and Bulk SMS

Replies will work if you use BulkSMS as a provider for your SMS Connector, but there are specific settings that need to be in place.  This will work when the SenderID is a numerical value (phone number), and not a name.

Please review this article for more details about BulkSMS and replies.


Feature Added: 5.0.5
Feature Updated: 8.1.0
ClickDimensions Version Need: 6.1.0