> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dynamic Filters

> IntroductionThe Broadcast Messages feature lets you send text messages, in bulk, to your customers. Dynamic Filters is a complimentary/supporting feature…

### 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](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!


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