Bulk SMS from Salesforce

Step 1 — Open the Messaging Tab

1. Open the App Launcher and search for Kudosity.

2. Click the Kudosity app.

3. Navigate to the Messaging tab.

4. Click Send a New Message Campaign.

Step 2 — Select Your Recipients

1. Choose a Recipient Object — type to search for the Salesforce object you want to send to, for example Contact, Lead, or Campaign.

   

2. Select the Mobile Number Field — choose the field in your object that holds the recipient's mobile number.

   

3. Filter with a List View — use a saved Salesforce list view to target a specific segment. The contact count updates automatically when a view is selected.

   

4. Review Recipients — click the recipient count number to preview the contacts in your send, including name, mobile number, and country.

   

Step 3 — Configure Your Campaign

1. Sender ID (From) — select from your verified Kudosity senders. Your administrator may have pre-assigned a default Sender ID to your user profile.

   If you use an Alphanumeric Sender, recipients cannot reply. Use a virtual number or short code to enable two-way messaging.

2. Campaign Name — enter a name. This will appear in your Sent tab reporting.

3. Message Template — start typing your message. Once ready to save, click Save to store it as a reusable template. Select saved templates from the dropdown at any time.

   

4. Merge Field — select any field from your recipient object to personalise the message dynamically. For example, selecting First Name produces Hi [firstname], your order is ready.

   

5. Tracked Link URL — enter a URL to automatically generate a tracked short link. The {tracked-link} variable is inserted into your message. Link clicks are recorded in the Link Hits tab, stored on individual Conversation records, and can trigger Salesforce Flows via Platform Events.

   

Step 4 — Advanced Settings (Optional)

Country Field — if sending to contacts in multiple countries, select a country lookup field. This helps Kudosity format numbers correctly for international delivery. Your administrator may have set a global default country in the Kudosity app settings.

Undeliverable Message Validity — set a retry window. If a message cannot be delivered within this period, retries will stop.

Validity availability varies by carrier — contact support to confirm for your destination.

Step 5 — Schedule or Send

Send immediately — leave schedule set to No, send immediately and click Send Now.

Schedule for later — select a date and time. Scheduled messages appear in the Sent tab with a Scheduled status.

Step 6 — Confirm Your Send

A confirmation dialog shows the number of recipients, the scheduled send date and time, and a message preview. Double-check everything and click Send.

Sent Tab

View all sent and scheduled campaigns. Kudosity updates delivery status in real time as data comes back from carriers.

Cancelling a Scheduled Campaign

1. Go to the Sent tab.

2. Select the scheduled campaign.

3. Click Cancel SMS.

4. Review and confirm.

Received Tab

View all inbound replies including emoji responses.

Link Hits Tab

See which recipients clicked your tracked link, including the original URL and the shortened version. Link hit data is also stored on individual Conversation records.

• Always use a list view rather than sending to all records — it gives you a contact count before committing to send.

• Use Campaign Name on every send to make reporting easier.

• Test with a small list view first before sending to your full database.

• For international sends, always populate the Country Field to avoid number formatting issues.

• Use Alphanumeric Senders for one-way broadcast messages only; use a virtual number when replies are expected.