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the message bubble icon is you new activity type. Note the message in the notes field “This is a test SMS message“. This is the message content that will be sent by the message. The Schedule delivery time for the sms will be start date time of the activity.

Sending Messages to a Filter List of Pipedrive

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People

Use or SMSCampaign sending option to send messages by selecting a Pipedrive person filter.

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SMSCampaigns is accessed from our side menu. Create a new campaign record and select an integrated app filter. see the image below. More detail about using campaigns can be found here

Finding Messaging Sent and Scheduled to be sent

Most SMS messages initiated from Pripedrive will be for delivery in the future and will thus be scheduled messages. Schedule message and Send message are shown in different reports

Scheduled Messages

The top menu Reports has a drop down list of reports - select “Scheduled Messages” to review message scheduled for delivery.

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This page lets you view and delete your scheduled messages.

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