Getting Started – Launch an SMS Campaign

Design and launch an SMS campaign to instantly reach your audience. Engage customers directly with personalized messages.

TABLE OF CONTENTS

• Launch Bulk SMS Campaign
• Create SMS Template
• View or Edit SMS Campaign
• Launch Bulk SMS Workflow

Launch Bulk SMS Campaign

1. Navigate to Contacts
2. Filter Contacts and use checkboxes to select (or select all)
3. Click Send SMS button (speaking chat box icon)
4. Click Ok, proceed
5. Select From Phone Number
6. Fill message body (message snippet, text, custom values, etc)
7. Select Drip Mode
8. Fill Drip settings (batch size, days, etc)
9. Click Send SMS

Learn More

• Sending Bulk SMS via Contacts 
• LC – Phone Messaging Policy
• Best Practices for SMS deliverability and Avoiding SMS Restrictions 
• How to Use Messaging Analytics for LC Phone 
• Guide To Bulk SMS: Send Messages People Actually Want To Receive 

Create SMS Template

1. Navigate to Marketing > Snippets
2. Click Add Snippet > Add Text Snippet
3. Fill Snippet details (name, message, etc)
4. Click Save

Learn More

• SMS Templates (Snippets) – Overview 
• Message Templates (Snippets) 

View or Edit SMS Campaign

1. Navigate to Contacts > Smart Lists > Bulk Actions
2. View status of campaign
3. Use 3-dot action menu to edit, pause, or cancel

Launch Bulk SMS Workflow

1. Navigate to Automation
2. Click Create Workflow > Create From Scratch
3. Add Form Submitted Trigger
4. Add Send SMS Action
5. Click Publish
6. Click Save

Learn More

• Workflow Action – Send SMS 
• Understanding Workflow Behaviour with SMS and Customer Replies