Types
SMS Campaigns
Learn how to create and manage SMS campaigns for effective communication. This guide shows you how to set up and optimize your SMS outreach.
🎥 Video walkthrough
Step-by-step guide
Follow these steps to create an SMS campaign: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”)
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.
SMS campaigns interface
The interface displays all created SMS campaigns with their details, including options to view status and delete campaigns as needed.| Campaign Name | Business Goal | Status | Delete |
|---|---|---|---|
| Holiday Offer SMS | Increase foot traffic | INITIATED | [Delete] |
| Flash Sale SMS | Boost immediate sales | INITIATED | [Delete] |
📌 Note for logs
- You can assign logs to an agent if you want the agent to handle conversations or manage the campaigns.
Managing SMS campaigns
- Initiated Campaigns: Active campaigns with ongoing SMS sends.
- Deleting a Campaign: Click Delete next to a campaign name to remove it.