Create a Texting/SMS Campaign

Create a Texting/SMS Campaign

Create a Basic Campaign Template

Provided your account has access to the following modules, you can create SMS, Email or Voice campaign templates. The guide below will show you how to create an outgoing SMS Campaign Template.

 

Create SMS Campaign

  1. Select Tools on the left navigation menu.
  2. Select Campaigns from the drop down.
  3. Click  + Create Basic Campaign  button in the upper right of the screen.
  1. Select SMS
  2. Fill in the name of the campaign (this is for internal use only)
  3. Optionally, you can add a Description or add Labels which will also organize your campaign in the listings.
  4. Fill in SMS body with your message template.
  5. You can also add  Merge Fields ,  Links  or  Emojis .
  6. To convert to an MMS and manage any media such as pictures, toggle the Convert to MMS switch.
  7. Click the  Save  button in the lower right of the popup.

Personalize messages with Merge Fields

Messages can be personalized regardless of the channel if you use merge field placeholders. Choose any number of fields to personalize your messages.

 

Merge Field values are filled from the Contact profile of each recipient. If a value is not available, an empty space will be displayed or the provided default instead. Merge Fields can be default ones like first and last name, but you can also set anything your business case requires. This can be defined in Administration > Account > Data Fields.

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