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Creating a text campaign: send now, schedule it, or send in drip mode

How to send a bulk text from Marketing › Text › Create Campaign: name it, choose who receives it (contact, contact type, SmartList, lead source or tags), write the message, and send at once, at a scheduled time or as a drip sequence.

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Written by Kelly Shirey

A text campaign sends one text to many contacts at once. Start from Marketing › Text › Create Campaign.

Create New Text Campaign window

How do I set up the campaign?

  1. Campaign Name: a name for your own records. It's shown in the campaign list and tracking report, not to customers.

  2. From: the business number the texts come from.

  3. Type: how you want to pick recipients (see below).

  4. To: the recipients, based on the Type you picked.

  5. 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.

  6. Pick when to send (see below) and click Submit.

Who can I send to?

Open Type and choose:

Type options: Contact, Contact Type, SmartList, Lead Source, Tags
  • 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 all at schedule time with Start On box
  • 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.

Drip mode flow with START step and plus button

After you submit, the campaign appears under Marketing › Text › Campaigns. See Viewing your text campaigns and their results.

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