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Michael Wertenberg
Written by Michael Wertenberg

How to create SMS campaigns

Send SMS campaigns in either one of two ways


Introduction

With User.com, you can use the most effective means of communication: call and receive calls as well as automate sending text messages. You can schedule, record, and analyze both mass and single calling campaigns or prepare scripts for your agents to follow.

You can send SMS either as part of an SMS campaign or to a specific user.

Before you start

Make sure you set up your Call center correctly. Please, read the article Setting up Call center.

You have two options for SMS campaigns (same as for Email campaigns) "Simple" and "For automation". For more information on sending email campaigns, read this article.

Note: Remember that the phone numbers of your users need to be set up according to E.164 format. More about that here.

Step-by-step guide for SMS campaigns in Automations

1. Go to "Campaigns" -> "SMS" and click "Create new".

2. Give your campaign a name; choose the option, For automation, and click Next.3. In the next window, click on “Add SMS message” and you will see the window shown below. Fill in the fields as described below:

  • Name - the name of your message in the User.com app; not visible to recipients
  • Body - the main text of your SMS: what is sent to your recipients

Here, you can also load existing messages.

Click Save.4. Once you've created/added your message, you'll be redirected back to the previous step, so you can add a second message for an A/B test, should you want to. When you're done adding messages, click "Next".

5. In the final step, simply decide from which phone number you want to send this campaign. Then you can either Save as a draft (so you’ll be able to edit it later on, but you won’t be able to use it now in "Automations") or Save as active so you will be able to use it in "Automations" straight away.

Send a campaign to your current users

You may want to send an SMS campaign to your current users.

Here is how:

  1. Go to "Campaigns" -> "SMS" and click "Create new".
  2. Give your campaign a name, choose the option, Simple, and click Next.
  3. In the next window, click on “Add SMS message” and you'll see the window shown below. Fill in the fields as described below:
  • Name - the name of your message in the User.com app; not visible to recipients
  • Body - the main text of your SMS: what is sent to your recipients


Here, you can also load existing messages. 4. Once you've created/added your message, you'll be redirected back to the previous step, so you can add a second message for an A/B test, should you want to. When you're done adding messages, click Next.

5. In the next step, select your recipients. Remember that the SMS campaign will only be sent to those users whose phone numbers you have. You can use "Filters" here, shown with an arrow, below:6. In the final step, decide from which phone number you want to send this campaign. You can check the option, Send immediately, or Scheduled date.

Then, either "Save as a draft" (so you’ll be able to edit it later on but you won’t be able to use it now in "Automations") or "Save as active" so you'll be able to use it in "Automations" straight away.

SMS Campaign statistics

To review campaign statistics, click the appropriate phone campaign name.

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