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
Click New Campaign (or go to
/sms-campaigns/new).Select which agent the campaign is associated with.
Choose recipients: select from existing contacts or import a CSV file.
Write your message using the template builder.
Configure schedule: send immediately, at a specific time, or on a recurring basis.
Review recipients and message.
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.
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