How to create an SMS campaign

How to Create an SMS Campaign

Contents:

1. Creating an SMS campaign

2. Managing an SMS campaign

This guide will walk you through creating an SMS campaign using Weezmo.

1. Creating an SMS campaign

1. Click "Marketing"

Click "Marketing".

Click 'Marketing'

2. Click "SMS"

Click "SMS".

Click 'SMS'

3. SMS Campaigns List

The SMS Campaigns List displays all existing SMS campaigns by name, creation date, status, number of contacts, messages sent, messages received, sms link clicks, click precent, and unsubscribe precent.

SMS Campaigns List

4. Click "New Campaign"

To create a new SMS campaign, click "New Campaign".

Click 'New Campaign'

5. Enter Campaign Name

Enter the name of the campaign. The campaign name is not displayed to the customer, and is used by the company to manage and organize campaigns.

Enter Campaign Name

6. Select recipients

Use the following fields to select recipients for the campaign.

Select recipients

7. Send to lists

Click here to add recipients.

Send to lists

8. Select contact lists

Select a contact list from the dropdown menu, or use the field to search for a specific list. Multiple lists can be selected, as well as selecting all lists and de-selecting them using the buttons in the dropdown.

Select contact lists

9. Don't send to lists

Click here to select contact lists which are excluded from the campaign. This is optional.

Don't send to lists

10. Select contact lists

Select a contact list from the dropdown menu, or use the field to search for a specific list. Multiple lists can be selected, as well as selecting all lists and de-selecting them using the buttons in the dropdown. Contacts in lists selected here will not receive messages from this campaign.

Select contact lists

11. Total recipients

Once the lists are selected, the number of recipients is displayed here.

Total recipients

12. Edit campaign text

Click here to edit the text content for your campaign. This is the message sent to recipients of this campaign message.

Edit campaign text

13. Insert Property

Click here to insert additional properties.

Insert Property

14. Select Property

Select a property to add to the message. Properties change depending on the recipient. For example, the property "First Name" changes in the SMS to the first name of the recipient.

Select Property

15. Coupon codes

You can also add an existing coupon code to the message using the "Coupon code" option.
For additional information on creating and managing coupon codes, click here.

Coupon codes

16. Add emojis

Click here to add emojis to your message.

Add emojis

17. Characters per SMS

The amount of characters per SMS is displayed here. SMS campaigns are billed according to the business' subscription. The character per SMS count can help businesses remain within their subscription model's segment amounts. Going over this limit may result in higher campaign costs.

Characters per SMS

18. Change unsubscribe line

Click here to change the unsubscribe line. This will redirect you to the Account Settings window.

Change unsubscribe line

19. Enter sender name

Click here to enter the sender name displayed to recipients in the SMS message.

Enter sender name

20. Schedule campaign

Select when the campaign is sent - now, or scheduled to be sent on a specified date.

Schedule campaign

21. Schedule campaign

When the "Schedule" option is selected, the "Select date" field is displayed.

Schedule campaign

22. Select date

Use the calendar display to select a date for the campaign to be sent.

Select date

23. Campaign tracking window

Select a performance tracking window for the campaign. This is optional, but can provide relevant information about the campaign which can be utilized in future campaigns.

Campaign tracking window

24. Start date

Click here to select a start date.

Start date

25. Select start date

Use the calendar display to select a start date.

Select start date

26. End date

Click here to select end date.

End date

27. Select end date

Use the calendar display to define an end date.

Select end date

28. Preview campaign message

A preview of the campaign message is displayed here, showing what the sender name, message content and unsubscribe line will look like.

Preview campaign message

29. Test message

Type a phone number in this field to send a test message.

Test message

30. Save campaign draft

Click here to save the campaign. This will not send the campaign to any recipients.

Save campaign draft

31. Schedule campaign

If the "Schedule" option is selected, clicking the "Schedule campaign" button will publish the campaign on the defined date.

Schedule campaign

32. Click "Send"

If the "Now" option is selected under when to send the SMS, clicking the "Send" button will send the campaign to the selected recipients.

Click 'Send'

2. Managing SMS campaigns

1. SMS campaigns list

Once the campaign is saved or scheduled, you will be redirected to the SMS Campaigns List.

SMS campaigns list

2. Preview campaign

Click here to display a preview of the selected campaign message.

Preview campaign

3. Clone campaign

Click here to clone the campaign. This creates a copy of the campaign in the list, with the word "copy" added to the name.

Clone campaign

4. Additional options

Click here to view additional options for the campaign.

Additional options

5. Click "Delete"

Click "Delete" to delete the campaign.

Click 'Delete'

6. Export list

You can export the campaigns list by selecting a file format here.

Export list

7. Search campaign

Click here to search for a campaign by name.

Search campaign

8. Filter campaigns list

Click here to filter the list.

Filter campaigns list

9. Select filter

Click here to select a filter.

Select filter

10. Clear filters

Click here to clear all filters.

Clear filters

This guide covered the process of creating an SMS campaign in Weezmo, from initiating a new campaign to scheduling, testing, and managing recipients.

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