SMS

Create an SMS broadcast by selecting a sender number, defining recipients, composing the message, and submitting the broadcast for approval.

Select New Broadcast/Automation, enter the Broadcast/Automation Name, and select SMS.

  1. Detail
  2. Recipients
  3. Message
  4. Summary

The broadcast creator shows a checkmark beside each completed step.

Review the SMS Status section for a detailed explanation of message status. The first section outlines the sequence of status values for outbound messages, while the second section details the nine potential final statuses once a message is sent.

Detail

Configure the sender number in the Detail step:

  1. In Sender Number, select the number to use for the broadcast.
  2. Select Next.

Recipients

Define the recipients in the Recipients step:

  1. Select the Contacts List dropdown menu.
  2. Select one of the available recipient options.
  1. Select Next.

Review Define Recipients in the Messaging Elements section for more information about selecting recipients.

Message

Compose the SMS content in the Message step.

Add and personalize the message content:

  1. Select Message Template: Select an existing message template at the top of the panel, or create a message directly in the editor.
  2. Add a Link Tracker: Add a URL that recipients can tap to open a redirected destination. For more information on adding a link tracker to the SMS message body, go to the Link Tracker section.
  3. Message body: Type the message directly into the SMS Message box.
    ⚠️

    NOTE

    The lower section of the SMS Message box shows the GSM 7-bit encoding format, character counter, and number of messages sent to each recipient. The count includes personalized field text.

    Keep the message content within 160 characters when possible. If the message contains 170 characters, the platform segments the message and delivers 2 messages to each recipient. Each time the character limit is exceeded, the SMS counter increases.

    For details about character encoding and how special characters affect SMS segmentation, see the Encoding & Optimization for Multilingual SMS section.

  4. Add Personalized Fields (Placeholders): Use placeholders to personalize the message content. For more information on how to add personalized fields to the SMS message body, go to the Message Personalization section.

Complete the message details, then select Next to open the Summary step.

Summary

Review and configure the final broadcast settings in Summary:

  • Review Messaging Details
  • Select/unselect configured link tracking settings
  • Set the delivery timetable
  • Set the message delivery throughput

Use Messaging Overview to check the sender number, recipient count, applied filters, and message content in the emulated device screen.

Define the delivery timetable, then select Submit for approval. This action does not send the message immediately. It submits the broadcast for review and changes the broadcast status to For Approval.

An Administrator must review and approve the broadcast before the platform can execute it at the scheduled time. For a detailed explanation of how broadcasts are reviewed, approved, declined, or rescheduled, refer to the Broadcast Approval section.

Review Summary in the Messaging Elements section for more information about Summary step settings.