A text campaign sends one text to many contacts at once. Start from Marketing › Text › Create Campaign.
How do I set up the campaign?
Campaign Name: a name for your own records. It's shown in the campaign list and tracking report, not to customers.
From: the business number the texts come from.
Type: how you want to pick recipients (see below).
To: the recipients, based on the Type you picked.
Type a message: the text itself. The counter underneath shows characters used and your texting credits. Use the icons at the bottom to add an image or insert a saved template.
Pick when to send (see below) and click Submit.
Who can I send to?
Open Type and choose:
Contact: pick individual contacts.
Contact Type: everyone of a type, such as clients or employees.
SmartList: a saved list. See Creating SmartLists for Mass Communications.
Lead Source: everyone who came from a lead source.
Tags: everyone with a tag.
Contacts who have unsubscribed won't receive the campaign. See Seeing who has unsubscribed from texts.
When will it send?
Send all at once: sends to everyone as soon as you click Submit.
Send all at schedule time: a Start On box appears. Pick the date and time to send.
Send in drip mode: builds a sequence of texts. A flow appears with a START step. Click the + under it and choose New Text to add the next text in the sequence. Keep clicking + to add more.
After you submit, the campaign appears under Marketing › Text › Campaigns. See Viewing your text campaigns and their results.




