Before you start
You need ClickDimensions version 2023.01.0 or later in your Dynamics 365 environment.
You need a paid BulkSMS account. Trial accounts don't allow the API calls the ClickDimensions connector makes. Your SMS charges are paid directly to BulkSMS.
Create a BulkSMS API token
Log in to your BulkSMS account and go to Settings > Developers.
Click Create API Token and give it a name you'll recognise, for example ClickDimensions.
Copy the Token ID and Token Secret and keep them somewhere safe. The secret is only shown once.
Add a BulkSMS connector
In Dynamics 365, go to Settings & Support > ClickDimensions Settings > SMS Connectors.
Click Add New and choose BulkSMS.
Fill in the general connector details:
| Field | What to enter |
|---|---|
| Connector Name | A name to help you identify this connector, for example BulkSMS. |
| Notification Email | An email address to notify if the connector runs into problems. |
| Default campaign automation connector | Tick this to use this connector for SMS activities in your Campaign Automations. |
Choose mobile number fields and country code
Under Mobile Number Fields, choose the field on Lead, Contact and Account records that holds the number to text. For example, Mobile Phone for Leads and Contacts, and Other Phone for Accounts.
Remove any dashes and brackets from the phone numbers in these fields, or messages may fail to send.
Choose a Country Code. A country code is required to send messages:
- A specific country: its code is added to any number that doesn't already start with a
+and country code. For example, with United States selected,1112223333is sent to+1 1112223333, but+445556667777is left as it is. - World-Wide: no code is added, so every number must already be in
+country code format, for example+447700900123. Numbers without one won't be delivered.
Click Save under the Country Code field.
Enter your BulkSMS account information
Under BulkSMS Account Information, enter:
- Token Id: your BulkSMS Token ID
- Token Secret: your BulkSMS Token Secret
Save the connector. The Numbers section appears once your account information is saved.
Set up your numbers
In the Numbers section, choose a Code Type and enter the number or Sender ID to send from:
| Code Type | When to use it |
|---|---|
| Long Number | A standard phone number to send from. BulkSMS assigns you an outgoing number. |
| Short Code | Optional, at extra cost. Sends messages faster than a long number. |
| Replyable | Use an incoming number so recipients can reply to your messages. |
| Sender ID | Send from a name, such as your company name, instead of a number. |
A Sender ID can be up to 11 characters, using letters, numbers, spaces and + - _ &.
Each Dynamics environment needs its own long number. If you have SMS connectors in more than one environment, each one must use a different number.
Click Save at the bottom of the window.
Send your first message
You're ready to send. ClickDimensions explains how in Send Bulk Text Messages and Send Individual Text Messages.
Send a test to your own phone first, then check Sent Messages in BulkSMS to see that it was accepted and its delivery status.
Troubleshooting
The connector won't connect: check the Token Id and Token Secret, that the token hasn't been revoked, and that your BulkSMS account is a paid account, not a trial.
Messages aren't delivered: check the phone number format and the Country Code setting. Numbers must not contain dashes or brackets, and with World-Wide selected they must start with + and a country code.
Messages aren't sent at all: check that your BulkSMS account has enough credits.
You can see every message and its delivery status in your BulkSMS account under Sent Messages.
All setup and ready to go!
If you have any questions, please contact our support team. Include your account name and put ClickDimensions in the subject line, and we'll be happy to help.
For more detail, see ClickDimensions' BulkSMS Connector Setup article.