You can view the detailed instruction on how to create an SMS Campaign.
Please follow this guide to create an SMS Campaign. The following steps need to be performed in this particular order.
1. Go to the SMS Campaigns > Campaigns section and click the “Add Campaign” button.
2. Fill in the name of the campaign in the “Name” field, select the folder in the “Select Folder” field or add a new one in the “Create New Folder” field, then click the “Add” button to complete the action.
3. Click the “Configure” button in the “Action” column to open the campaign settings section.
4. Select the “Global” tab click the “Validate Campaign Settings” button and complete the settings in the tabs highlighted with the red exclamation point.
a. Manage general settings in the “Global” tab. Fill in the name of the campaign in the “Name” field, put the campaign into an existing folder, or create a new one in the “Folder” field, attach the label for the campaign in the “Label” field.
b. In the “List Options” tab you can manage the settings for contact and unsubscribe lists. Choose the list of the contacts for the campaign in the “Contact Lists” field, select the list for duplicate analysis and contacts’ removal in the “Exclude Lists” field and choose the list of the unsubscribers in the “Unsubscribe List” field.
c. In the “Campaign Automation” tab you can manage the workflow of the campaign and automate it. The tab contains two blocks. In the “Automation Configuration” block you can choose a campaign type in the “Campaign Type” field. In the “Automation Flow” block you can build campaign flow using the blocks.
If in the “Campaign Type” field “On Demand” option is chosen the campaign will work in the following way - after the setup process campaign will be unstarted. Then on-demand, this campaign will proceed with the SMS distribution only one time and after that finish the work.
If the “Campaign Type” field “By Schedule” option is chosen, fill in the scheduled time for the campaign in the “Schedule” field, select the campaign time zone in the “Timezone” field. If you want to use the contact timezone according to the zip code of the country or region check the box in the “Use Contact Timezone” field.
If in the “Campaign Type” field the “Drip Campaign (Online)” option is chosen fill in the time range for the contact list updating in the “Check Interval” fields and set up the “Time In List” field to determine how much time the new contact should be in the list to match the distribution conditions.
If in the “Campaign Type” field the “By Count In List” option chosen fill in the number of the contacts for the distribution initiation in the “By Count In List (Online)” field. The campaign will initiate the distribution when the number of new contacts in the contact list will be equal to the “By Count In List (Online)” field and the SMS will be sent to these contacts.
d. In the “Template Settings” tab you can manage an existing template for the campaign. If in the “Template Mode” field the “Simple” option is chosen, you can choose the message template for the Campaign in the “Template” field. If in the “Template Mode” field the “A/B Testing” option is selected, fill in the amount of the templates used for the Campaign (max 6) in the “Select Count” field. Choose a winner template based on the “Select Winning Criteria” or “Select Winner After” with a specified amount of time.
e. In the “Sender’s Channel” tab you can manage the sender configurations, sending options, and ESP. In the “Sending Options” block you can set up the pause settings in the “Pause Campaign” field and limitation for the campaign in the “Limiter Enabled” field. In the “ESP Routing” block you can select the sending type in the “Send Type” field and choose channels for sending in the “Select Channel” field. In the “Sender Configuration” block you can choose a “Sender Group” and “Sender ID” fields.
f. In the “Filters” tab you can enable or disable the filters for the campaign. Select the “ON” value in the corresponding row to enable the filtration or “OFF” value to disable.