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Best way to send text messages to everyone in a Segment?

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Posted on by nvrhughes

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What is the best way to send a text message to everyone in a segment?

I see there is an option to create a text message using a segment within a journey, but want to confirm we can send texts to everyone within that segment?

Originally, we created a new button in the ribbon which then called a .js file. The file then opened an HTML modal pop up allowing users to type in the message and hit send.

The problem with this approach is that the only way to get the segment data from the .js file to the HTML file is through a query string, which is a security concern.

We need to be able to send individual texts to everyone within a segment from the same user.

Any advice is appreciated!

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Dengliang Li Microsoft Employee on at

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Hi,

Yes, you can use the Send a text message tile in Journey to send a text message to every contact/lead in the segment.

This step sends a text message to the segment member's mobile phone field.

For more detailed information you can refer to the following documentation.

Create outbound text messages - Dynamics 365 Customer Insights | Microsoft Learn

Best Regards,
Dengliang Li

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nvrhughes 319 on at

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Can you only send to Mobile Phone? We use Primary Phone rather than Mobile Phone

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nvrhughes 319 on at

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Does anyone know if the "To" field is configurable?

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