Launch an SMS Campaign

Launch Bulk SMS Campaign

• 1. Navigate to Contacts
• 2. Filter Contacts and use checkboxes to select (or select all)
• 3. Click Send SMS button (speaking chat box icon)
• 4. Click Ok, proceed
• 5. Select From Phone Number
• 6. Fill message body (message snippet, text, custom values, etc)
• 7. Select Drip Mode
• 8. Fill Drip settings (batch size, days, etc)
• 9. Click Send SMS
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Create SMS Template

• 1. Navigate to Marketing > Snippets
• 2. Click Add Snippet > Add Text Snippet
• 3. Fill Snippet details (name, message, etc)
• 4. Click Save
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View or Edit SMS Campaign

• 1. Navigate to Contacts > Smart Lists > Bulk Actions
• 2. View status of campaign
• 3. Use 3-dot action menu to edit, pause, or cancel
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Launch Bulk SMS Workflow

• 1. Navigate to Automation
• 2. Click Create Workflow > Create From Scratch
• 3. Add Form Submitted Trigger
• 4. Add Send SMS Action
• 5. Click Publish
• 6. Click Save
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