Q: SMS video attachments - mail merge from CRM
Is this Workflow plan possible?:
1. Create personalized videos (BHuman)
2. Store:
- Video links in CSV/DB with contact info, or
- Video files directly in DB
3. Use SMS-IT CRM to send:
- Bulk SMS with text + video (video link or if possible the actual video to show up when opening the message) to each contact
- Using stored contact details
Questions:
- Can SMS-IT CRM send video files (best) or links?
- Does it support bulk personalized messaging from CSV/DB, or uploaded in the SMS-IT CRM?
- Best practice for video storage/linking?
Seeking confirmation if this workflow is supported and setup guidance.
SMSiT_DevTeam
Dec 5, 2024A: Let me break down your workflow questions and provide clear answers about SMS-iT's video and bulk messaging capabilities.
For your proposed workflow, here's what's possible:
Sending Videos via SMS:
- SMS-iT supports sending both video files and links
- You can send videos as MMS (Multimedia Messaging Service)
- Links to videos will work as well
Bulk Personalized Messaging:
- Yes, SMS-iT fully supports bulk personalized messaging
- You can import contacts and data from:
- CSV files
- Direct database upload
- Manual entry into SMS-iT CRM
- Mail merge/personalization fields are supported
Video Storage Best Practices:
1. For video links:
- Store the links in your CSV/database
- Import them along with contact information
- Use mail merge to personalize messages with the correct video link for each contact
2. For direct video files:
- Videos can be uploaded to the platform
- They can be attached directly to messages
Your proposed workflow (BHuman → CSV/DB → SMS-iT CRM → Bulk Send) is fully supported. You can:
1. Create your personalized videos
2. Store the video data (files or links) with contact information
3. Import everything into SMS-iT
4. Use the bulk messaging feature with personalization to send
Would you like specific guidance on setting up any part of this workflow?
887bcd00552644aa9b9ddbe16a98859bThank you, after more research it seems it makes the most sense to include a thumbnail with a link to the video in the message. I'd like to take you up on your offer to provide me with the specific instructions on how to exactly do this. i plan to use my own phone number for this. I read this is possible when using an Android phone