Using ClickSend for Disaster recovery text messages

Updated 3 weeks ago

In this help guide we’ll work through setting up a ClickSend account, uploading contacts and sending out an SMS for your Disaster Recovery requirements.

Create a ClickSend account:

Create a ClickSend account using this link - https://dashboard.clicksend.com/signup 

Uploading Contacts:

Upload contacts by following these steps below:

  • Sign in
  • Click on contacts on the left
  • Click the blue + button and name your contact list

  • Click Add
  • Select your new list on the left
  • Click the blue Person icon

You are now ready to add contacts manually, import contacts or sync contacts with various CRMs.

Adding Contacts

  • Click to upload the file
  • Locate your CSV or Excel file
  • Select Import

  • ClickSend will automatically look at the column names and try to map them to the relevant data fields
  • If any of the columns setting are toggled off, they can be toggled on to enable you to map your data to the correct fields

Email to SMS

Email to SMS will allow you to use your email platform to send an email to ClickSend. ClickSend will unpack that email and distribute it to the entire contact list as an SMS

  • Select Group SMS
  • Use the email address in your monitoring platform to send automatic emails, or, use your email platform and send to the address manually

  • To enable your email address to send out text messages, select: SMS or Email SMS on the left

  • Choose Allowed Addresses and add your email address (This is where you will assign permissions to send out an SMS message)

  • Open your email platform
  • Compose an email to the Group SMS email address

As per the setup earlier, the email address is allowed to send an SMS through ClickSend. The message will be sent out to all contacts within your new contact list.

Moves/adds/changes will still retain that email address, meaning you don’t have to keep updating the email address every time someone leaves or joins the team.


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