Outbound SMS: Creating a New Outbound SMS CampaignΒΆ

To create a new outbound sms campaign, follow the steps below.

  1. Click in the ribbon

  2. Click Campaigns

  3. Click Outbound SMS

  4. Click the in the upper right hand corner

  5. Choose a program

  6. Enter a campaign title

  7. Select if the SMS campaign is for Marketing purposes or if it is Transactional (the contact has purchased or been registered for a service)

    • If you select Marketing, your SMS campaign will be delivered only to contacts who have consented to receiving messages from the program

  8. Select an option for choosing to which contacts your message will be sent

    • Contacts that meet custom criteria: Create a custom filter and add all contacts that satisfy the criteria

    • Contacts in a saved filter: Add all the contacts that satisfy the criteria of a filter you have previously created and saved

    • Contacts in a topic: Select a topic to add all the contacts in the topic

    • Contacts in a list: Select a list to add all the contacts in the list

    • Specific contacts: Individually search and select contacts you would like to add

  9. Click Save