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SMS Campaigns

SMS Campaigns sends marketing texts to customer groups, with status tabs, a multi-step create flow, and a delivery-tracking detail modal.

SMS Campaigns

Overview​

A sortable, filterable list of campaigns (name, status, type, preview, audience, schedule, groups). Statuses auto-refresh while in flight. Build new campaigns in a guided flow and track delivery per recipient.

Tabs in detail​

Status tabs​

All · Draft · Scheduled · Sent — filter the list by workflow stage. Plus search by name/description and an auto-refresh indicator while campaigns are Scheduled/Sending.

Create Campaign (flow)​

  1. Basics — name and description.
  2. Content — SMS text with a live credit counter; optional MMS image (auto-compressed).
  3. Audience — choose customer groups, or a filtered audience (product keywords, marketing opt-in, purchase date/value ranges); shows estimated recipients and skipped counts; "create group from filters".
  4. Business profile (for Review Boost preset) — pick the profile whose review link is inserted.
  5. Scheduling — Immediate or a specific date/time, and the From number.
  • Consent check (before sending) — if the audience contains customers with a valid phone but who aren't fully SMS-opted-in (a customer counts as consented only when both SMS and marketing opt-in are on), a "Confirm SMS consent" dialog appears. Choose "Yes — they consented, include N" to record SMS + marketing consent on those customer profiles and add them to the send, or "No — text only the N consented" to skip them. Only confirm if those customers actually agreed to receive texts — confirming writes opt-in flags to their customer records.
  • Confirmation gate — the final dialog is titled Confirm send (immediate) or Confirm schedule (scheduled). It shows the consented recipient count, the From number, a skipped breakdown (no-consent / invalid phone), and a message preview; when you just granted consent it adds a "N customers just marked as SMS-consented and included" note. For a scheduled send it also notes that recipients are locked in from today's consented audience and anyone who opts out before the send time is automatically skipped. A progress bar tracks immediate sends.

Campaign detail modal​

Full SMS content & media, audience and groups, delivery stats (sent/delivered/clicked/converted), per-recipient status list, and status actions (Approve, Schedule, Pause, Cancel, Archive, Retry if stuck).

Platform status card​

Shows whether SMS is set up, with feature cards (Campaigns, Reminders, Inbox, Quick SMS) and Contact Sales when not configured.

Step by step: create and send​

  1. Click Create Campaign.
  2. Set name, write the message, and pick the audience.
  3. Schedule it (now or later) and confirm.
  4. Move it through Approve → Schedule → Send.

Tips & best practices​

  • Save as Draft first, then promote through the approval workflow.
  • Build the audience from Customers → Marketing Groups.
  • Send during business hours; MMS may incur carrier costs.

Troubleshooting​

IssueFix
Integration shows "Not setup"Run the SMS Campaigns → Setup wizard, or contact sales
Audience count is 0No customers matched — assign customers to a group first
Campaign stuck in SendingOpen the detail modal and retry

What's next​