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Understanding Using Mobile Messaging

  • January 21, 2025
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Happie Pingol
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Mobile Messaging Overview 

Mobile Messaging allows you to send broadcast SMS and MMS messages to supporters who have opted in to receive texts. You can also respond to supporters individually using the Inbox. 

This feature helps you reach people quickly for fundraising, events, volunteer engagement, or urgent outreach. Messages can include text, emojis, media, links, and personalized fields. 

You build your audience from saved lists and searches. You can schedule messages based on time zone, insert merge fields, use Smart Links, and include Online Actions forms . 

Once messages are sent, you can track results from your dashboard and reports. 

Below, you’ll find task-based help for creating messages, building audiences, and replying to supporters. 

 

What This Feature Helps You Do 

  • Reach supporters quickly by text 

  • Personalize outreach at scale 

  • Respond directly to incoming messages 

  • Track engagement and fundraising results 

  • Organize conversations and follow-ups 

 

How This Feature Supports Your Work 

 

What the Feature Does 

Why It Helps You 

Real-World Volunteer Use Case 

Send broadcast SMS or MMS 

Reach many supporters instantly 

A fundraiser sends a last-day donation reminder 

Use merge fields and Smart Links 

Personalize outreach 

A coordinator inserts a supporter’s first name 

Reply one-to-one in Inbox 

Build stronger relationships 

A volunteer confirms event attendance via text 

Schedule follow-ups 

Stay organized 

A staff member sets a reminder to respond later 

 

Common Things You’ll Do with This Feature 

  • Create and send a broadcast message 

  • Build a Mobile Messaging audience 

  • Reply to incoming messages 

  • Mark conversations as closed 

  • Schedule follow-ups 

 

What else do you need help with? 

  • How do I create and send a broadcast message? 

  • How do I build a Mobile Messaging audience? 

  • How do I reply to supporters in the Inbox? 

  • How do I manage conversation statuses? 

Back to Overview: Mobile Messaging