Microsoft 365
TrueDialog Integration
TrueDialog provides SMS messaging through the TrueDialog app for Microsoft 365. The app lets you leverage TrueDialog’s advanced SMS messaging platform with one-to-one conversations and mass SMS campaigns. In addition to Microsoft 365, the app can be accessed from Microsoft Teams and Microsoft Outlook; see the MS365 – Accessing The TrueDialog App article for instructions on accessing the app from each platform.
The TrueDialog app is synchronized with the TrueDialog Portal, so any changes you make to your contacts, campaigns, and settings will be updated in both places. The Portal provides access to advanced reporting and more control over your TrueDialog account. You can access the TrueDialog Portal by following the instructions in the Accessing The Portal article.
The TrueDialog app requires your account to use Single Opt-In for your Subscription Opt-In Type. See the Setting Single Opt-In For Integrations article for instructions on how to check and change this setting.
Quick Start For Mass SMS
To send a mass SMS message to your contacts, follow the comprehensive instructions in the articles below. These articles will guide you through each step of the process to ensure that you can send your first mass SMS message. No matter your experience level, these instructions will ensure you can easily send your message.
Step 1 – Installing and Connecting the TrueDialog App
⮞ MS365 – Installing and Connecting TrueDialog
⮞ MS365 – Logging Into TrueDialog
Step 2 – Creating a Contact
Step 3 – Creating an SMS or MMS Campaign
⮞ MS365 – Creating an SMS Campaign
⮞ MS365 – Creating an MMS Campaign
Step 4 – Send a Campaign
Quick Start For One-to-One Messages
Follow the instructions in the articles below to start a one-to-one SMS message with a contact. The first two steps are the same as sending a Mass SMS and don’t need to be repeated if you have already completed them.
Step 1 – Installing and Connecting the TrueDialog App
⮞ MS365 – Installing and Connecting TrueDialog
⮞ MS365 – Logging Into TrueDialog
Step 2 – Creating a Contact
Step 3 – Sending a One-to-One SMS or MMS Message
⮞ MS365 – Sending a Single SMS Message
⮞ MS365 – Sending a Single MMS Message
Other Articles
The following articles will show you how to complete tasks related to the TrueDialog Integration.
| Article | Description |
|---|---|
| MS365 – Accessing The TrueDialog App | This article shows you how to access the TrueDialog App from each of the following Microsoft Programs: Teams, Outlook, and Microsoft 365. |
| MS365 – Creating a Contact List | This article will guide you through creating a filtered list of your contacts, which you can utilize when sending out a campaign. |
| MS365 – Importing Contacts | This article will show you how to import your contacts into the TrueDialog App. |
| MS365 – Editing a Campaign | This article shows you how to edit a campaign. |
| MS365 – Creating and Using Templates | This article will help you create and use a message template in a one-on-one conversation. |
| MS365 – Creating and Attaching a Keyword to a Campaign | This article explains how to create and attach a keyword to a campaign. |