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SMS Campaigns

SMS Campaigns lets you create, schedule, and measure marketing messages to your customers.

Screen layout

SectionPurpose
Search & filtersFind campaigns by name or status
Campaign listAll campaigns with key metrics
Create buttonStart new campaign

Campaign statuses

StatusMeaningColor
DraftNot yet scheduledGray
ScheduledSet to send laterBlue
SentDeliveredGreen
CancelledCancelled before sendRed

Campaign list columns

ColumnShows
NameCampaign name and description
StatusCurrent status badge
ContentMessage preview
AudienceEstimated recipients
ScheduledSend date/time
GroupsTarget customer groups

Creating a campaign

  1. Click Create Campaign
  2. Audience: Select customer groups or segments
  3. Content: Write message or use template
  4. Schedule: Set send date and time
  5. Review and submit
Message tips
  • Keep messages under 160 characters when possible
  • Include opt-out instructions as required by law
  • Personalize with customer name when appropriate

Campaign details

Click any campaign to view:

SectionInformation
OverviewStatus, audience, schedule
ContentFull message text
GroupsTargeted segments
PerformanceDelivery, click, conversion rates

Update status

For Draft/Scheduled campaigns:

  • Change to Scheduled (set send time)
  • Cancel campaign
  • Edit content

Performance metrics

MetricDescription
Delivery rate% successfully delivered
Click rate% who clicked links
Conversion rate% who took action

Tips

  • Use Customer Groups for precise targeting
  • Test campaigns with small groups first
  • Schedule for optimal send times
  • Monitor performance and adjust future campaigns

Troubleshooting

IssueSolution
Campaigns won't loadVerify authentication and SMS enabled
No audience availableCreate groups in Customers first
Content shows "—"Ensure template or message exists

What's next