Bulk Messaging
    • 07 Feb 2025
    • 3 Minutes to read
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    Bulk Messaging

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    Article summary

    Bulk Messaging simplifies business communication by allowing users to send SMS, MMS, and internal messages to multiple recipients at once. You can send messages from your personal number or shared lines, such as Department or Contact Center lines. This is particularly helpful when you're sending reminders, engaging customers, or updating your team.

    Who can use this feature

    This feature is currently in an Early Adopter Program (EAP) and is available with the Dialpad Connect, Support, and Sell desktop and web apps. Contact your Customer Success Manager for more details.

    Bulk messages are limited to 50 recipients per message.

    These message types are supported: SMS, MMS, and internal (Dialpad-to-Dialpad). Delivery receipts are available for SMS but not MMS or internal messages.

    Creating a bulk message

    To create a bulk message:

    1. From your Dialpad app, select the Message icon

    2. In the New Message window, turn on Bulk send

    3. In the From field, choose the phone number you want to send a message from

      Tip

      It could be your personal one or a shared line, such as a department you’re part of or a contact center as well.

    4. In the To field, add the recipients you want to send the message to

      Note

      You can add up to 50 recipients per message by manually entering phone numbers, selecting existing contacts, or uploading a CSV file.

    5. In the Subject field, add a title or description (Optional)

      Note

      If this field is left blank, it defaults to the current timestamp

    6. In the text field, enter your message. If you’re sending an MMS bulk message, attach images or video

    7. Review the message and select Send

    8. Review the details and select Send Now

    CSV uploads and error handling

    Recipients for bulk messages can be added by uploading a CSV file, rather than entering each name or number manually. This speeds up your ability to send a bulk message to a large number of people.

    To upload a CSV:

    1. Navigate to Messages and turn on Bulk send

    2. In the To field, select Upload CSV

    3. Upload the CSV file and match the different CSV columns to the contact information properties

    4. Select Save

      Upload CSV interface showing contact mapping fields for first name, last name, and phone number.

    Tip

    Download the CSV file template to save time and prevent errors.

    If the CSV file contains errors, such as an invalid phone number, an error window will display what errors were found. Errors must be corrected before a message can be sent.

    If you want to look at the error details further, they can be downloaded as a CSV file.

    List of valid and invalid phone numbers with options to continue or download details.

    Managing bulk messages

    Track sent messages

    Once you’ve sent your bulk message, you can track the message to see who has received it.

    To view sent bulk messages:

    1. Navigate to your Inbox (or your Shared Line’s Inbox)

    2. Select the Messages tab

    3. Select Bulk-sent
      User interface showing messages and meeting updates in a communication platform.

    4. Select a message to view its details, including:

      • Recipients

      • Message Type (SMS, MMS, or internal)

      • Delivery Status (e.g., Delivered, Complete, etc.)

        Tip

        Selecting any number in the Details window takes you to the one-on-one conversation with that number.

      List of message recipients with delivery status and contact details displayed.

    Recipient replies

    Replies to bulk messages go to different places depending on who it was sent from:

    • For personal messages, replies show up in the Recents section and the Unread tab in your Inbox

    • For shared lines, replies show up in the Messages tab

    Compliance and Opt-In messaging

    First-time recipients receive an automatic Opt-In message, ensuring compliance with A2P regulations. This message confirms their consent and provides instructions to opt-out, if needed.

    To request this functionality please contact your Customer Success Manager, or reach out to Customer Care.

    Frequently asked questions

    How can I share my feedback?

    A huge part of the Early Adopter process is getting your feedback on what’s working and what needs more attention before we publicly launch the feature.

    To provide feedback, please reach out to our Customer Care team or your Customer Success Manager.

    Please note that we may use your responses in marketing promotions for the product launch (don’t worry, we will ask for approval before doing so).


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