Create SMS Campaign: How to Create a New SMS Campaign (VIDEO)

Last Updated: May 26 2019 07:27 am UTC

 

SMS Campaigns enable you to send text campaigns via SMS to mobile phones.

Creating a New SMS Campaign

STEP 1 Select the My SMS Campaigns option from the SMS Menu. This will open the list of your SMS campaigns.

STEP 2 Click on the blue New SMS campaign button. This will open the SMS Campaign Window, which is divided into three areas:

Campaign Details

The Campaign Settings area contains information about the campaign you wish to create. In order to create the new SMS campaign, you need to specify the following:

  • Campaign Title—the title of the campaign. This is just for reference. The recipients of the campaign will never see this title.
  • Sender ID—use the drop-down to select the Sender ID. This is the “from” name that recipients will see when they receive the SMS message(s).
Note: For more information about creating Sender IDs, see the support topic, How to Change Your Sender Names
  • List or Segment—use the drop-down to select a list or segment. 

For more information about importing subscribers, see the support topic How to Import SMS List

When you select a list or segment, the platform will automatically calculate the estimated SMS credits required to send the campaign (based on the total number of contacts). The blue number indicates subscribers that have a correct phone and will be included in the SMS campaign. The number in brackets indicates subscribers that have an invalid number and will not be sent the SMS campaign.

 You can click the Campaign recipients Link (coloured in blue) to see the numbers that will be added and numbers that are invalid.

You will be able to add country code to selected or to all records by choosing the appropriate action. The changes will be saved in your list.

To buy more SMS credits, click the Buy more link. This will open a new browser window or tab through which you can buy more SMS credits. For more information about SMS credits, see the support topic “Purchasing and Calculating SMS Credits.”.

Message text

The Message Text area enables you to build your SMS campaign. There are two ways you can do this:

  • Using a template—if you have saved a previous SMS campaign template, you can click on the SMS Template Icon to open the SMS Templates 
  • From scratch—you can also enter text into the Message Area by typing it and combining it with Merge Tags and Survey Links. You can also save what you create in the Message Text as SMS Campaign Template by clicking on the Save as New SMS Template Icon
Note: Your SMS message is limited by the number of characters. For a regular SMS, the maximum length is 160. For a split SMS, it is 153 characters. For a Unicode SMS, it is 70 characters. The platform keeps a running character count right below the text field.

 In addition to creating your SMS campaign text, you can also specify the following settings in the Message Text area:

  • Add a Merge Tag—you can easily add any merge tags using the drop-down. These merge tags are the tags available from the segments and lists you have selected. 
Note: You must have already selected a list or segment upon which to base the SMS campaign in order to select Merge Tags
  • Surveys—you can add a link to a survey you have created by using the appropriate drop-down. This will add a shortened link to the survey in your text message.
Note: You must already have a survey created to select one by using the drop-down menu. If you do select a survey, a shortened link will be inserted into the Message Text area. More about adding survey links in Adding Links to SMS Campaigns
  • Add a Link (Tracking link)—you can add any link to your text message by entering the link in the text field. The link must be in the format “http://www.mylink.com/” For more information about SMS reports, see the support topic SMS Reports
  • Google Analytics—check the box to include this campaign in your Google Analytics. When you check the box, you will be prompted to enter a campaign name that can be uniquely tracked within Google Analytics.
  • Split SMS—check this box to send your message text over multiple, consecutive SMS messages. This will reduce the total maximum characters per text message to 153.
  • Unicode SMS—check this box to have your text message sent in Unicode formatting. This is ideal when you need to use characters that are outside the GSM 7-bit alphabet. This will reduce the total maximum characters per text message to 70.
Note: Autosave is available when you are creating an SMS campaign. A message is saved every 20 seconds.

Delivery Settings

The Delivery Details section provides the functionality to specify when the SMS campaign should be sent:

  • Send Now—select this option to send the SMS campaign after you click the Send Button.
  • Send Later—check this box to send the SMS campaign at a later date. Click the Calendar Icon to set the current date to today and the current time to now. You can adjust the date by using the arrows in the calendar to navigate to the appropriate month and year. You can adjust the time by using the Hour and Minute sliders.  If you need, you can change your timezone by clicking on the Change Time Zone Link which will reveal a drop down from which you can select your timezone. When you are finished, click the Send Later Button to schedule the SMS campaign.

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