Help Products Address Book How to send personalised SMS (from excel)

How to send personalised SMS (from excel)

Remco Magielse
Remco Magielse
Updated 4 years ago

With CM you can easily send SMS from an excel file to send personalised SMS.

Go to the Address Book app via the app menu in the right corner and click on plus-icon

Upload: Upload your Excel file with the mobile numbers you want to send a message to. You can also upload a specific message text for each phone number in a second column.

Start with uploading your Microsoft Excel list with mobile numbers and optionally (part) of the message content.

Match: Select the column in which the mobile numbers are stored, and if applicable, the column that contains (part of) the message body. All other columns will be omitted.

We've reserved Custom Field 1 for the message content, other fields are limited to 256 characters or less.

All mobile phone numbers will be validated to check whether they are valid phone numbers. Please format all the numbers using the international format by adding country codes. Here you can read a bit more background to formatting international telephone numbers. Or use the phone number validation tool in Address Book to help you format your phone numbers.

Message: If your source file does NOT contain message bodies please compose the message you want to send to all recipients via the Campaigns app.

Send via Campaigns To add (part) of the content, simply go the the Campaigns app and click on the plus-icon. Then select the group you want to send to:

After that, you can add the content of a column in your excel by clicking on the column title that matches your group (in the example we matched this to "Custom field 1".

Then, you can send the message confidently that the phone number in row 2 in this case will receive the message corresponding with that phone number. You can also add text that all recipients will see (i.e. use the First Name merge tag)

Launch: Send your Excel batch directly or schedule it for dispatch on a later moment.

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