Bulk UI Component

Bulk UI Component – Send Smart Campaigns at Scale in Salesforce

Modern organizations need to communicate with large audiences quickly—whether it’s customers, prospects, students, patients, or partners. You might need to announce a new feature, send a flash sale, remind people about appointments, or share time-sensitive alerts.

Doing this one message at a time is impossible. Exporting lists to external tools creates data silos and compliance headaches.

The Bulk UI Component solves this by bringing large-scale SMS and WhatsApp campaigns directly into Salesforce. It gives teams a single place to:

• Pick the right audience
• Personalize each message
• Choose channels and schedule sends
• Track delivery and engagement

All without leaving the CRM.

What Is Bulk Messaging?

Bulk messaging is the process of sending the same core message to many people at once. Instead of writing one text at a time, you create one campaign and send it to hundreds or thousands of recipients in a single run.

Typical use cases include:

• Product launches and promotions
• Membership or subscription updates
• Policy or terms changes
• Appointment, payment, or renewal reminders
• Event invites and follow-ups
• Multi-step onboarding or drip campaigns

The Bulk UI Component takes this concept and embeds it natively into Salesforce, so your teams can use real CRM data to build precise audiences and still stay compliant with opt-out rules.

Bulk Messaging Pros and Considerations

You can turn this section into a two-column “Pros / Considerations” box like Mogli does.

Bulk Messaging Pros

• Massive reach with minimal effort
  A single campaign can reach thousands of contacts in minutes, which is ideal for urgent announcements or time-sensitive offers.
• Excellent visibility and open rates
  SMS and WhatsApp notifications appear on the device your audience checks most—their phone—making them hard to ignore.
• Scalable personalization
  With the Bulk UI Component, merge fields (like name, account, appointment date, or case info) help each message feel 1-to-1, even when you’re sending at scale.
• Centralized data and reporting
  Because campaigns are launched from Salesforce, you can tie messages back to Contacts, Leads, Opportunities, Cases, and Campaigns for rich reporting.
• Channel flexibility
  Choose SMS, WhatsApp, or a mix of channels, and see which works best for specific segments or use cases.
• Time-saving templates and AI Assist
  Templates keep your messaging on-brand and compliant, while AI Assist helps non-writers craft strong campaign copy quickly.

Bulk Messaging Considerations

• Respecting opt-out and consent
  You must only message recipients who have given the appropriate consent. The Bulk UI Component helps by filtering out opt-out records, but admins still need clear compliance policies.
• Message frequency and fatigue
  Too many campaigns can annoy your audience. Plan a reasonable cadence so messages stay useful, not intrusive.
• Content limits and channel rules
  SMS and WhatsApp have character limits, template rules, and sometimes approval processes. Campaigns should be concise and aligned with each channel’s policies.
• Data quality
  Bulk sends are only as good as your data. Missing phone numbers, incorrect country codes, or outdated segments can harm deliverability and results.
• Team coordination
  Marketing, service, and operations teams must coordinate to avoid sending overlapping or conflicting messages on the same day.

When these considerations are handled well, bulk messaging becomes one of the most efficient and impactful communication tools in your stack.

How the Bulk UI Component Works Inside Salesforce

At a high level, every Bulk UI campaign follows the same flow:

1. Choose who to message
2. Design the message
3. Pick channels and schedule
4. Send and track results

Below is how each step looks in practice.

1. Smart Audience Selection

The Bulk UI Component lets you build an audience using real Salesforce data, not exported spreadsheets.

You can start from:

• Contacts and Leads – for broad marketing or outreach
• Campaign Members – when you’ve already built a target list
• Cases and Opportunities – for service or sales workflows
• Custom objects linked to Contact – for industry-specific scenarios (students, patients, members, tenants, etc.)

You can then refine your audience with filters, for example:

• Contact has a mobile phone
• Country = “US”
• Status = “Active”
• Tag or field value = “VIP” or “Trial user”

The UI shows a summary of who will be included and excluded, such as:

• Total records selected
• Number excluded for Message Opt-Out
• Number excluded due to missing or invalid phone numbers

This helps users verify they’re sending to the right group before they ever click “Send”.

2. Built-In Compliance Filters

Compliance is not optional. The Bulk UI Component includes safeguards like:

• Opt-out filtering – records with a messaging opt-out flag are automatically skipped.
• Phone validation – you can require a valid SMS or WhatsApp number before including a record.
• Channel eligibility – admins can limit which channels are allowed for specific regions or message types.

These features reduce the risk of contacting people who have opted out or sending messages that violate regional rules.

3. Channel-Based Campaign Controls

Not all audiences use the same channels. Inside Bulk UI you can:

• Choose SMS, WhatsApp, or both (depending on your setup).
• Configure logic that:
  • Uses WhatsApp if available, otherwise falls back to SMS, or
  • Sticks to a single channel for consistency.

This flexibility lets you:

• Use SMS for short, time-critical alerts.
• Use WhatsApp for richer media, longer messages, or conversational flows.

4. Designing the Message

The message composer is where your campaign comes to life.

Use Templates for Speed and Consistency

• Start from an approved message template (marketing, service, or transactional).
• Templates ensure that important campaigns use language that is on-brand, compliant, and already tested.

Add Personalization with Merge Fields

• Insert merge fields like:
  • {{FirstName}}
  • {{AccountName}}
  • {{AppointmentDate}}
  • {{CaseNumber}}
  • or custom fields relevant to your business.

Example message:

“Hi {{FirstName}}, your order {{OrderNumber}} has shipped and should arrive by {{DeliveryDate}}. Reply if you have any questions.”

Every recipient receives a version tailored to their data, without you having to create individual messages.

Enhance Engagement with Emojis and Attachments

Where appropriate, Bulk UI supports:

• Emojis – great for promotions and friendly campaigns.
• Attachments – such as images, coupons, PDFs, or guides (subject to channel limits and admin rules).

Use these carefully—too many visuals or large attachments can affect deliverability.

5. AI Assist – Faster, Better Campaign Copy

Writing strong, concise SMS or WhatsApp copy is hard, especially when you’re aiming for a specific tone.

AI Assist can:

• Generate a first draft based on your description (“End-of-year sale for existing customers, friendly and urgent tone”).
• Suggest shorter versions for SMS character limits.
• Offer alternative phrasing (more formal, more casual, more direct).

You remain in control—AI Assist is there to boost your creativity and speed, not replace your judgment.

6. Scheduling: Send Now or Later

Timing heavily influences campaign performance.

The Bulk UI Component allows you to:

• Send immediately for urgent notifications.
• Schedule for a specific date and time for planned campaigns.

Examples:

• Schedule appointment reminders for 24 hours before the appointment time.
• Schedule promotional blasts for Friday at 10:00 AM in the customer’s time zone.
• Schedule event reminders one week and then one day before the event.

Scheduling lets teams prepare campaigns earlier and avoid last-minute rushes.

7. Tracking Delivery, Failures, and Engagement

After the campaign goes out, the work isn’t done. You need to know what happened.

The Bulk UI Component tracks:

• Total messages sent
• Delivered messages
• Failures (e.g., invalid numbers, carrier issues, blocked messages)
• Channel breakdowns – SMS vs WhatsApp performance

Because all of this data lives in Salesforce, you can:

• Build reports that compare campaigns over time.
• See which segments respond best.
• Identify data quality issues (e.g., specific regions with many failures).

You can also connect this to performance metrics such as:

• Click-throughs or form submissions
• Replies handled by agents in Chat UI
• Opportunities created or closed after a campaign

Best Practices for Effective Bulk Campaigns

To get the most from the Bulk UI Component, consider these guidelines:

1. Start With a Clear Objective

Ask: What action do we want recipients to take?
Examples:

• Click a link
• Confirm an appointment
• Reply with feedback
• Redeem an offer

Let that objective guide the message, segment, and timing.

2. Keep Messages Short and Clear

SMS and WhatsApp are designed for quick reading. Aim for:

• A strong opening line
• One main idea
• A simple call to action (CTA), such as:
  • “Reply YES to confirm”
  • “Tap to view your statement”
  • “Use code SAVE20 at checkout”

3. Use Segmentation, Not “Send to All”

Avoid blasting the same message to your entire database. Instead:

• Segment by status, interest, region, language, or previous behavior.
• Create slightly different versions of the message for different segments (AI Assist can help here).

The more relevant the message, the better the response rate.

4. Respect Frequency and Timing

• Don’t send campaigns too early or too late in the day.
• Avoid multiple campaigns to the same audience within a short window unless they’re clearly related (e.g., reminder series).
• Give recipients easy ways to opt out from marketing messages.

5. Test, Measure, Improve

• Use small test groups to validate copy and links before broad sends.
• Compare delivery and engagement across channels and audiences.
• Use your learnings to improve the next campaign (subject line, timing, CTA, personalization depth).