🚨 Warning! You must complete the Text Registration process before sending any broadcast texts.
To learn more, visit: Text Registration Process
Send Text Messages to Contacts
🔍 Tip: We recommend creating the Contact List for your text campaign first to avoid any interruptions in creating and launching your Text Campaign.
Step by-Step Instructions:
Navigate to the Contacts (or Leads or Clients) tab
Click the Text Message button to launch the Send Text Message wizard.
Complete the Send Text Message slide-out form
From Section
Account: Select the Text Phone Number (if you have multiple, select desired for this campaign)
Content
Name: Enter the name of this text campaign (note, this is how it will display in the marketing section)
Write your message here: this is where you will compose the text message
Note: To view a list of personalization tokens, click the hyperlink on the "See personalization tokens here" text.
Once you have completed the Send Text Message slide-out form < click Next
In the To field, use the Contact List drop-down to select the desired contact list to receive this text message.
Once you have assigned the desired Contact List < click Next
In the Schedule Delivery section, choose from the following delivery options:
Send Now select to schedule the messages to send immediately
Send Later select to schedule the messages to send at a future date and/or time
Once you have selected an option for the Schedule Delivery section <click Next
Click Send to confirm and launch the text message campaign.
Send Text Messages from a Campaign
🔍 Tip: To learn more about Campaigns, visit the Creating Campaigns article.
🔍 Tip: We recommend creating the Contact List for your text campaign first to avoid any interruptions in creating and launching your Text Campaign.
From the main navigation menu, select Marketing and navigate to the desired Campaign
If the campaign does not exist, <click the +New Campaign button to create the campaign.
From the Campaign page, scroll down to the Media Channels tile and <click the +New Channel button
Select Text Message from the +New Channel drop-down
Complete the Send Text Message slide-out form
From Section
Account: Select the Text Phone Number (if you have multiple, select desired for this campaign)
Content
Name: Enter the name of this text campaign (note, this is how it will display in the marketing section)
Write your message here: this is where you will compose the text message
Note: To view a list of personalization tokens, click the hyperlink on the "See personalization tokens here" text.
Once you have completed the Send Text Message slide-out form < click Next
In the To field, use the Contact List drop-down to select the desired contact list to receive this text message.
Once you have assigned the desired Contact List < click Next
In the Schedule Delivery section, choose from the following delivery options:
Send Now select to schedule the messages to send immediately
Send Later select to schedule the messages to send at a future date and/or time
Once you have selected an option for the Schedule Delivery section < click Next
Click Send to confirm and launch the text message campaign.