Introduction

The Broadcast Messages feature lets you send text messages, in bulk, to your customers. Dynamic Filters is a complimentary/supporting feature that lets you easily find the end-users you need to reach, based on custom fields and other properties that are in your PSA.

Supported PSAs

The Dynamic Filters feature supports both Autotask and ConnectWise.

Creating a Dynamic Filter

1. Login to the MSP Process website (https://app.mspprocess.com) as an Admin-level user
2. Navigate to the Messaging -> Dynamic Filters page
3. Click the Create Dynamic Filter button
4. Give your Dynamic Filter a name, and choose your PSA integration:
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5. Depending on what Custom Fields (ConnectWise) or UDFs (Autotask) you have setup, you'll see a set of options that looks like this:
   • Autotask:
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   • Connectwise:
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6. All you need to do now is choose which filters you want to use; once you've selected and configured things as needed, you'll have a Dynamic Filter that looks something like this:

Testing your Dynamic Filter

As your creating or modify a Dynamic Filter, it's useful to see what Contacts the Dynamic Filter will find in your PSA. Fortunately that's an easy task - at the bottom right-hand corner of the screen, simply click the Test button to see the results:

Using a Dynamic Filter

Once you've saved your Dynamic Filter, navigate to the Messaging -> Broadcast Messages page. Type out the text message that you want to send, and click the Next button:

On the next page, click the Apply Dynamic Filter button to select your Dynamic Filter:

Review the contacts that are returned, and click Send when you're ready to send out that text message - that's all there is to it!