Dynamic Lists of Phone Numbers and Group Text Messages

Overview 

Text messages can be now efficiently sent to a specific group of individuals by selecting one of the system dynamic lists. The recipients are organized into groups based on the type of contact they are in the system (e.g., customers, employees, operators, vendors, etc.). Furthermore, an option exists to create personalized list of recipients, allowing to send messages to a group of contacts simultaneously. 

Benefits

• The contact numbers are automatically determined based on the current state of the contacts.  This automated synchronization ensures that the lists remain accurate and current at all times.
• In addition to the dynamic contact lists, there's the capability to generate personalized lists in line with individual preferences.

Specifics

Select a dynamic list

1. Navigate to Company -> Message Log.
2. Click on Send New -> SMS Message.

1. In the next window, proceed to Add Recipient and then click on Lists.
2. Select one or multiple dynamic lists (shown in bold).
3. After selecting the list, all contacts from the chosen list will be generated.
4. Compose a custom message in the "Message Body", or select a pre-existing template from the dropdown menu located at the bottom right side of the window.
   
   

Create a customized list

1. Head to Company -> Message log.
2. Click on Send New -> SMS Message.
3. Proceed to Add Recipient.
4. In the "Contact Information Selector" box, there are tabs for Employees, Customers, Vendors, and Lists. You have the flexibility to create a list based on any of these categories or even a combination of them (e.g. a couple of employees working on a site and the customer contact for the site). 
5. To view contact information, simply select a contact from the dropdown list. Once the recipient is chosen, drag and drop their mobile number to the "+" sign located at the bottom of the interface (please note that texting lists will only function with mobile numbers).
6. Upon dragging the number, you will be prompted to name the list. Once created, you can easily add additional contacts to this list by dragging and dropping their respective mobile numbers.
7. Contacts can be selected from the tabs at the top including Employees, Customers, Vendors.
8. Meanwhile, the Lists are visible at the bottom or in the Lists tab, where they can be edited or deleted as needed.