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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. Please note that HaloPSA is not supported for Dynamic Filters at this time.

Creating a Dynamic Filter

  1. Login to the MSP Process website (https://app.mspprocess.com) as an Admin-level user
  2. Navigate to the SMS Messaging -> Dynamic Filters page
  3. Click the Create Dynamic Filter button
  4. Give your Dynamic Filter a name, and choose your PSA integration:
  1. Depending on what Custom Fields (ConnectWise) or UDFs (Autotask) you have setup, you’ll see a set of options that looks like this:
  • Autotask:
  • Connectwise:
  1. 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 SMS 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!