Creating personable, direct, and concise messages, businesses can foster a more personal relationship with their customers. Our detailed guide delves into the step-by-step process of creating a successful SMS marketing campaign. Learn how to seamlessly navigate the intricacies of SMS marketing and carve out a strategy that resonates well with your target audience.


Locate ‘Campaigns’ in the Sidebar

On your dashboard, find the 'Campaigns' tab in the sidebar.


Click 'New Campaign'

Press the 'New Campaign' button at the top right corner of the ‘Campaigns’ section.


Enter Campaign Details

Fill in the name, description, and any additional settings for your new campaign.


Select Your Target Audience

Choose the segment of your customer base that will receive your SMS messages. Use filters like purchase history, geographic location, etc.


Add SMS to Workflow

Drag the 'SMS' action into your campaign’s workflow sequence.


Write Your SMS Message

Compose the text for your SMS. Use liquid templating, such as {{customer.first_name}}, for personalized messages.


Test the Message

Send a test SMS to a phone number you specify to make sure it looks as expected.


Review and Activate Your Campaign

Once you’re satisfied with how your SMS looks and the settings, click 'Activate' to start the campaign.


Review Slack Message


Once your campaign is live, ensure to constantly check your dedicated Slack channel for feedback and insights. Use this real-time data to make necessary adjustments for optimizing your SMS campaign.

Having journeyed through the comprehensive stages of setting up an SMS marketing campaign, you are now well-equipped to launch a campaign that is both engaging and fruitful. As you step into the world of SMS marketing, keep agility at the core of your strategies, ready to evolve based on the responses and preferences of your audience. Now, it's time to craft messages that resonate and foster stronger bonds with your customers, propelling your business to greater heights.

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