How to Send Messages via Email, SMS, or MMS

Introduction

The Send Messages module in Brilliance CRM lets you create and send communication campaigns via Email, SMS (text messages), and MMS (text with images/video). This all-in-one tool supports campaign scheduling, contact group targeting, web display options, and message cost tracking.

How to Get Here

• From the left-hand menu, go to Communication > Send Messages.
• To begin a new message, click + Add New.

Step-by-Step Instructions: Creating and Sending a Message

1. General Tab – Define the Message Settings

Enter your campaign basics:

• Description / Subject – Internal label + email subject line
• Scheduled Date / Time Zone – Select when and where to send
• From Name / Email Address – How your message appears to recipients
• Regarding – (Optional) associate with a specific CRM record
• Sent To Group – Choose a subscriber group
• Template – Load an existing message design

Toggles:

•  Scheduled – Enable to delay delivery
•  Show on Website – Display to anonymous or logged-in users
•  Add Tracking Tokens – Track opens/clicks (email only)
•  Send Test Only – Use for preview/testing
•  Send As Email – Toggle ON to send email
•  Send As SMS – Toggle ON to send text
•  Send As MMS – Toggle ON to send text with image/video

2. Shared Image Tab – Upload Media (Optional)

• Upload a Shared Image for use in the portal, or MMS campaign.
• You can delete or replace the image later.

3. Compose Your Message

Only fill out the tabs based on the toggles you enabled.

Email Tab

• Use the built-in editor to create your email body.
• Add formatting, links, emojis, or raw HTML if needed.

Tip: If you selected a template in the General tab, it will preload here.

SMS 

• Enter the SMS message text (Insert limit)
• Short, clear, actionable messages work best.
• No formatting, just plain text.

Example:
"Reminder: Your appointment is tomorrow at 10:00 AM. Reply STOP to unsubscribe."

MMS 

• MMS Image URL – Paste a hosted URL for your image/video
• MMS Body – Enter accompanying message text

MMS lets you include richer content like promotions, event flyers, or branded messages.

4. Cost– Track Message Cost

See a breakdown of how many messages fall under your current plan, and what you’ll pay for any overages.

Columns include:

• In Plan Qty / Cost
• Overage Qty / Cost
• Total Messages and Total Cost by message type (Email, SMS, MMS)

Export to Excel for billing or internal reporting.

5. Save or Send Your Message

Top-right buttons:

• Save Communication – Save and return later
• Save and Send Communication – Send immediately or at the scheduled time

Expected Result

Your message will be logged in the Send Messages grid with info such as:

• Description
• Sent Group
• Delivery Method(s)
• Template used
• Scheduled time
• Web display status

Use Cases

• Monthly newsletters via email
• SMS appointment reminders
• MMS promotions with images
• Campaigns targeted by subscriber group
• Public announcements on your website