Original Question:

Junior Lachtman asked:
“Am I able to send bulk text messages? If so, how?”

Answer:

Yes, you can send bulk text messages using Agent CRM’s Campaigns feature. This allows you to create a structured text sequence (also known as a drip campaign) to engage your leads efficiently.

How to Send Bulk Texts Using Campaigns

  1. Go to Marketing > Campaigns
  2. Click “Create Campaign”
  3. Name your campaign and configure basic settings
  4. Click “Add Event”, then select Text Message (SMS)
  5. Write your message and choose the send delay (immediate, scheduled, or based on user action)
  6. Click Save and continue adding additional messages if needed
  7. Once complete, click “Activate Campaign”

You can add contacts to this campaign manually or set up an automation trigger to enroll contacts automatically when they meet specific conditions (e.g., filling out a form or being tagged with a specific label).

📌 Want a step-by-step video guide?
👉 Watch Chapter 3 of the Agent CRM Training Course:
Bulk Messaging & Campaign Setup

Alternative: Sending a One-Time Bulk SMS

If you do not want to create a campaign but instead send a one-time bulk message, follow these steps:

  1. Go to Contacts > Smart Lists
  2. Select the contacts you want to message
  3. Click “Bulk Actions”
  4. Choose “Send SMS”
  5. Type your message and click “Send”

This is great for sending announcements, appointment reminders, or urgent updates without setting up a full campaign.

Best Practices for Bulk SMS in Agent CRM

✔ Ensure your contacts have opted in to receive text messages to remain compliant with SMS regulations.
✔ Keep messages short and relevant to increase engagement.
✔ Use personalization by adding merge fields (e.g., {{contact.first_name}}) for a more tailored approach.
✔ Monitor responses and reply promptly to maintain customer trust and engagement.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Generating Leads with Giveaway Funnels


Phone and Text, Software

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