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How to use Banza Bulk Messaging for Creatio

Banza Bulk Messaging for Creatio enables mass distribution of notifications not only within the system but also through external channel such as SMS. It supports template-based message generation and flexible routing through integrated providers.

Key features

• Multi-channel delivery: Choose between SMS or Creatio's system notifications.
• Flexible audience selection: Add recipients manually, by group/folder, or use filters based on contact data.
• One-time or reusable templates: Send one-off messages or create templates for repeated use without reconfiguration.
• Macros support: Insert dynamic fields (e.g., names, dates) into your message for personalized communication.
• Delivery status tracking: Monitor sending status, errors, and read receipts for complete visibility.
• No-code configuration: Easily manage notification content, channels, and recipients directly in the Creatio interface.

The module consists of two main sections:

• Bulk notifications – used for one-time, immediate mailings. To send the same message again, you must create a new notification.
• Bulk notification templates – used to configure reusable templates for regular, recurring notifications.

💡 Example: A one-time mailing might notify all employees about a quarantine start or inform users about an upcoming interface update. In contrast, a template might be used to send monthly payment reminders or weekly summaries to a filtered group of clients.

Comparison of One-Time vs. Template-Based Bulk Notification Setups

🔖 General setup

How to send one-time bulk notifications

Template setup for periodic notification mailings

👩‍💻 Detailed steps

Step 1: Create a New Bulk Notification

Step 2: Manage Notification Audience

Step 3: Choose Notification Channel

Step 4: Configure Channels

• 🟡 System Notification
• 🟠 SMS Notification

Step 5: Run the Mailing & Monitor Result