# Bulk SMS and email campaigns from CRM, plus WhatsApp via auto-funnels

Bulk SMS and email to selected leads right from the CRM list, WhatsApp via an auto-funnel: templates, prices, limits and deliverability.

Section: CRM and leads · Updated: 2026-11-03 · http://my.lptracker.ru/land/lk/faq/?a=mass-mailing&lang=en

> **In short:** Bulk SMS and email campaigns from CRM mean sending one message to many clients at once: an SMS or an email to selected leads right from the CRM list. Select leads in “Leads”, click “More” → “Send SMS” or “Send Email” and send the text; WhatsApp campaigns run via an auto-funnel with the “Chat bot” block.

Bulk SMS and email campaigns from CRM bring back money that is already sitting in your client base. A dental clinic collects patients for years but only reminds those who call on their own. One SMS saying “Time for your check-up” brings part of the base back — with no new ads.

The account offers two ways. SMS and emails go out right from the CRM list: select the leads you need, and everyone gets the message at once. A WhatsApp campaign is run by an auto-funnel. An auto-funnel is a scenario the system carries out on its own with every matching lead. WhatsApp can't be sent in one click from the list, but the auto-funnel writes from your number and pauses between messages. You don't need a separate mailing service, and the base stays with you.

Watch the two-minute video, and below you'll find the step-by-step setup.

[Video: Bulk SMS and email campaigns from CRM, plus WhatsApp via auto-funnels](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/mass-mailing-en-43b200.mp4)
- 0:03 Bulk messaging
- 0:20 Segment
- 0:34 Selecting leads
- 0:45 SMS to leads
- 1:02 Sending progress
- 1:15 Email to leads
- 1:29 WhatsApp
- 1:46 Marking
- 1:58 Summary

## Why a business should message its own base

- Clinic or salon: a reminder about a routine visit for those who haven't come in for six months. The filter finds them in a minute.
- Online school: an email with the webinar link for those who signed up, and an SMS for those who missed the live session.
- Online store: a promotion for those who have already bought (“Payment” → “Yes”). A familiar store earns more trust than a cold ad.
- Services with a long decision cycle: an email with portfolio examples for clients stuck at the “Thinking” stage.
- Any business: only the right segment gets the message, and replies, calls and payments show up in the same CRM cards.

> A car wash chain in Yekaterinburg. Before: 6,000 clients in the CRM, remembered only when a new location opened. What we did: a view by the “Last visit” field — clients who hadn't come for more than two months — and a monthly SMS with a discount on a full wash for this view. Result: after the first campaign to 1,800 numbers, 140 clients came back, and the SMS paid off within a week.

## What campaigns you can run in your account

| Channel | How to send | Who gets it |
| --- | --- | --- |
| SMS | CRM list → “More” → “Send SMS” | Selected leads with a phone number |
| Email | CRM list → “More” → “Send Email” | Selected leads with an email |
| WhatsApp | An auto-funnel with the “Chat bot” block | Leads matching the auto-funnel conditions, from your WhatsApp number |
| Telegram and MAX | A chat bot broadcast | Those who have already written to the bot; in MAX, the bot can write first |

Telegram and MAX are covered in detail in the article [MAX messenger broadcast](http://my.lptracker.ru/land/lk/faq/?a=chat-bot-broadcasts&format=md&lang=en).

![Bulk SMS to customers from CRM](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/mass-mailing-1-en-527c99.webp)

## How to send bulk SMS from your CRM

1. **Pick the clients** — In “Leads”, set conditions in the “Search and filter” field and click “Find”. How to build an exact segment is explained in the article [customer segmentation in CRM](http://my.lptracker.ru/land/lk/faq/?a=crm-lead-filters&format=md&lang=en).
2. **Select the leads** — Tick the checkboxes or click “Select all” on the dark panel at the bottom: all records matching the filter are taken, not just the page.
3. **Open the campaign window** — “More” → “Send SMS”. In table mode, the same is in the “⋯” → “Bulk SMS” menu.
4. **Confirm** — Type the phrase from the window, for example “send SMS to 250 leads”, and click “Confirm”.
5. **Write the text** — In the “SMS to leads” window, choose a “Template” or type the “SMS text”. The counter shows how many SMS the message takes.
6. **Save the template** — Enter a “Template name” and click “Save template” so you don't have to type the text again next time.
7. **Send** — The “Send SMS” button. Progress is shown in the card in the account header: “Sent N of M” and a “Stop” button.

## Email campaign to your customer list from your own domain

An email is sent the same way: select the leads, click “More” → “Send Email” and type the phrase “send e-mail to N leads”. In the “E-mail to leads” window, fill in “From” (the mailbox name and your domain after “@”), “Subject” and “Message”. The “HTML” button turns on layout mode, and a good email can be saved as a template.

![Email campaign to a customer list from your own domain](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/mass-mailing-2-en-6811be.webp)

The sender domain is connected in the “Email” section on the “Outgoing” tab. How to add the DKIM and SPF records is explained in the article [email to CRM and your own domain](http://my.lptracker.ru/land/lk/faq/?a=mail&format=md&lang=en). The same tab shows bounces and complaints: a yellow tag on bounces from 5% means the base has many non-existent addresses, a red tag on complaints from 0.1% means emails are being marked as spam.

## WhatsApp broadcast to customers via an auto-funnel

1. **Create an auto-funnel** — “AI bots” → “Auto-funnels” → “Add autofunnel”, choose a template. What such a scenario can do is covered in the article [automated sales funnel](http://my.lptracker.ru/land/lk/faq/?a=autofunnels-start&format=md&lang=en).
2. **Set the recipients** — In the “Launch conditions” block, add the segment filter. The “Matching leads” counter shows how many leads will get the message.
3. **Add the “Chat bot” block** — Choose the “WhatsApp sender accounts”, the “Sending type” “Text” or “File”, and tick “Do not wait for the client’s answer”.
4. **Close the branch** — Add “Do not repeat the funnel” so that everyone gets the message once.
5. **Spread out the sending** — In the “…” → “Settings” menu, use “Set the lead processing range in minutes”: there will be a random pause between leads, and the number gets flagged as spam less often.
6. **Start** — Click “Save”, then “Start” in the card's “…” menu.

Auto-funnel messages without AI are free. A WhatsApp number has a daily limit of 15,000 messages; after that, sending waits until the time in the “Stopped until HH:MM” tag. Write to people who know you and expect your messages.

To keep your WhatsApp number from collecting “Spam” reports, don’t open with a long offer. In the first “Chat bot” block, send a short greeting with a question and untick “Do not wait for the client’s answer”. Put the offer text, link or file in the next block, in the “Other words” branch: without keyword branches, any reply goes there. A client who has replied expects the follow-up and is less likely to hit “Spam”. The safest moment to write is right after a call, when the client has agreed to receive a message — see [message after the bot’s call](http://my.lptracker.ru/land/lk/faq/?a=message-after-bot-call&format=md&lang=en).

## How much does a bulk SMS campaign cost

An SMS costs from $0.0748 depending on the carrier; Beeline and MegaFon have their own rates. An SMS with your [SMS sender ID](http://my.lptracker.ru/land/lk/faq/?a=sms-sender-names&format=md&lang=en) costs from $0.0888: the client sees the company name instead of a number. Text up to 70 characters is one SMS; longer text is split into parts of 67 characters, and each part is charged. The cost of every message is shown in “Balance details” on the “SMS” tab.

## Why SMS are not delivered and emails land in spam

- The employee has the “Forbid sending SMS” right switched on.
- The balance has run out — at a zero balance, campaigns stop.
- Carriers reject SMS with banned advertising (alcohol, tobacco, gambling) and words that mix Cyrillic and Latin letters. SMS longer than eight parts are delivered less reliably.
- Emails: the domain isn't “Connected”, or the base has many non-existent addresses or spam complaints.

> One bulk operation takes up to 30,000 records. If the segment is bigger, split it into parts with the filter.

> Mark the recipients after the campaign: “More” → “Change category” and a list field, for example “Campaign” = “Spring”. That way nobody gets the same message twice, and the response is easy to count with a filter.

## Frequently asked questions

### Can I send a WhatsApp broadcast right from the CRM list?
No, only SMS and emails go out from the list. A WhatsApp campaign is run by an auto-funnel with the “Chat bot” block and your WhatsApp number; without AI, such messages are free.

### How much does bulk SMS to customers cost?
From $0.0748 per SMS depending on the carrier; Beeline and MegaFon have their own rates. Text longer than 70 characters is split into parts of 67 characters, and each part is charged separately.

### How do I stop a campaign if I made a mistake?
In the operation card in the account header, click “Stop” and confirm. Messages that have already gone out can't be recalled.

### Why does the “From” field in the email window say “No addresses”?
The current project has no sender domain. Add a domain in the “Email” section on the “Outgoing” tab and open the email window again.

### Why is there no “Bulk SMS” item in the “⋯” menu?
It exists only in table mode. In the kanban, tick the cards and open “More” on the panel at the bottom.

### What does “Stopped until HH:MM” mean for WhatsApp?
The number has sent 15,000 messages in a day. Sending resumes on its own at the time shown.

**Read also:** [Customer segmentation in CRM: lead filters and saved views](http://my.lptracker.ru/land/lk/faq/?a=crm-lead-filters&format=md&lang=en), [Win back lost customers: how to bring back clients who said no](http://my.lptracker.ru/land/lk/faq/?a=lost-clients-reactivation&format=md&lang=en), [SMS sender ID: how to send texts under your company name](http://my.lptracker.ru/land/lk/faq/?a=sms-sender-names&format=md&lang=en)