SMS Campaigns

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🎥 Video walkthrough

1

Define campaign details

Click Create Campaign to open the setup form and enter the required details:

• Campaign Name: (e.g., “Holiday Offer SMS Campaign”)
• Business Goal: (e.g., “Increase foot traffic to store”)

Example interface:

2

Configure touch points

Set up the touchpoints for your campaign:

• Touch Point Name: Name the SMS step.
• Type: Select “SMS” as the mode of communication.
• AI Agent: Choose an AI-powered assistant if applicable.

3

Set scheduling & execution

Configure the execution settings:

• Schedule Date: Choose when the SMS will be sent.
• Execution Days: Select the active days for sending SMS.
• Time Window: Define the time window for SMS sends (e.g., 9 AM - 6 PM).
• Delay Between SMS: Set time gaps between individual SMS sends to avoid overloading.

4

Select customers

Choose the customers for your campaign:

• Select Data: Choose from your list of available phone numbers and customer data.
• Select Customers: Filter or choose the customers you want to target.

5

Configure SMS content

Set up the content for your SMS campaign:

• SMS Content: Write the message that will be sent to the customers.
• Character Limit: Ensure the SMS content stays within the 160 character limit.

6

Finalize & launch campaign

Review your settings and finalize the campaign:

• Preview SMS: Review a sample SMS to ensure accuracy.
• Submit Campaign: Click Create to launch your SMS campaign.

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SMS campaigns interface

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📌 Note for logs

• You can assign logs to an agent if you want the agent to handle conversations or manage the campaigns.

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Managing SMS campaigns

• Initiated Campaigns: Active campaigns with ongoing SMS sends.
• Deleting a Campaign: Click Delete next to a campaign name to remove it.