Creating and sending SMS campaigns

What are SMS campaigns?

SMS campaigns let you send text messages to groups of contacts. Use them for appointment reminders, promotions, follow-ups, or any outreach.

Access SMS campaigns from the SMS Campaigns link in the Outreach section of the sidebar.

What you see

The SMS Campaigns page lists all your campaigns with:

• Campaign name

• Agent associated

• Number of recipients

• Status (Draft, Sent, Scheduled)

• Created date

Creating a campaign

1. Click New Campaign (or go to /sms-campaigns/new).

2. Select which agent the campaign is associated with.

3. Choose recipients: select from existing contacts or import a CSV file.

4. Write your message using the template builder.

5. Configure schedule: send immediately, at a specific time, or on a recurring basis.

6. Review recipients and message.

7. Launch the campaign.

Automated messages vs. campaigns

SMS campaigns are manual outreach you initiate. Automated messages are triggered automatically by events (appointment booked, order placed) and are configured per agent in Behavior settings. Both use SMS but serve different purposes.