Create SMS Campaign

After selecting New Campaign, entering the Campaign Name, and selecting SMS from the campaign options, you are brought to the SMS campaign creation, which has the following steps.

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

Completed steps will be identified with a check mark.

Detail

In the Detail step,

1. In Sender Number, select the number from the offered options that you will be using in your campaign.
2. Select Next.

Recipients

In the Recipients step,

1. Select the Subscribers List dropdown box
2. Select one of the options offered.

• Subscribers in Platform
• Upload a CSV List
• Write down Subscribers

3. Select Next.

For more information on selecting the desired Recipients, go to Define Recipients in the Campaign Elements section.

Message

In the Message step, you will compose the content of the message to be delivered. There are two options for selecting the content:

• Selecting one of the predefined templates at the top of the pane, or
• Typed in directly into the SMS Message box.

Two additional capabilities can be incorporated into the message body:

• Tracked URLs
• Personalized fields

For more information about the message's Content and personalized fields configuration, go to the Message Content and Message Personalization section.

Once all the message details have been addressed, move on to Summary by clicking Next.

Summary

In ‘Summary,’ the final step of the SMS campaign creator is where you can

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

The Messaging Overview offers a quick way to double-check the Sender Number, the number of recipients, whether filters are applied, and the message contents in the emulated device screen.

For more information about the Summary step settings, go to Summary in the Campaign Elements section.

SMS Campaign by file

SMS Campaign by file is a particular case of sending bulk SMS messages by using an uploaded file, in CSV format, that satisfies the following criteria:

1. It has to include the mobile phone numbers of the recipients
2. The file columns must have headings
3. One of the columns has to include the message contents, which optionally can have personalized fields that:
   • Have been previously programmed into the platform
   • Coincide with the file column headings, and
   • Are enclosed in square brackets within the body of the message like so [[personalized field]].

A sample file could be as follows:

As seen from the image above, the file conforms to the criteria mentioned previously. It has a set of headers under which the "mobile" header contains the mobile phone numbers in the appropriate format, and it has a "message" header, which specifies the message to be delivered to the recipients.

For the configuration under the message column header in the file above, the message that will be delivered for the first record of the file will look something as shown below.

Similarly, all the other record entries in the file will follow suit and replicate the message format shown with the information corresponding to each recipient.
Having set the groundwork to set up the file, the procedure for creating the campaign is straightforward as it is similar to the scheme used for a regular campaign.

Steps to create a SMS campaign by File

Delivery & Recipients

As before, go through the sequence of steps for sending SMS Notifications, covering Detail and Recipients, since they are common to all SMS campaigns we have described:

1. Select the New Campaign Create option from the Navigation sidebar,

2. Enter the name of the campaign and select SMS from the options offered.

3. Once in the campaign creator section, select the Sender Number from the dropdown menu and click Next.

4. At the Recipients step, from the Subscribers List dropdown menu, select Upload a CSV List

5. Confirm the consent popup window if the conditions are satisfied.

6. Upload the .CSV file created following the criteria described earlier.

7. After the Uploading File popup shows the process has been completed, close the window.

Up to this point, all the steps for creating the SMS campaign have been identical to those of any Campaign of the Upload a CSV List variety, with an outcome like the one displayed in the screenshot below.

Under the file drop box area, as before, is the dropdown menu to select the column in the file where the mobile numbers are located, and beneath it is Check if your .CSV contains a Message Column.

For the SMS Campaign by File option, the last check box must be checked.

After checking the box, there will be two dropdown menus instead of one. Each dropdown will display the column headings available in the file to pick the relevant field necessary for the validation process. See the example below:

Once the selection is made, the validation of the file information, based on the selected entries for mobile and message, will begin by clicking on the Load Subscribers button.

The result of the file validation process will yield:

• Subscribers that contain valid mobile numbers
• Subscribers that have the mobile number field empty
• Subscribers that have invalid numbers

This information is displayed in the three subscriber validation boxes shown below, along with a Message Preview with the contents of the message column from the Uploaded file:

At this point, we have covered the first two steps of the procedure: Detail and Recipient.

To proceed with the configuration, select Next.

Message

The Message step procedure is skipped when the message has already been defined in an SMS Campaign by File scenario.

In its place, this dialog box pops up highlighting this fact, offering to continue forward or to go back, in case it is required.

Summary

The Summary step in the SMS campaign by file is, as in the other cases, where you can:

• Review campaign Details
• Set the delivery timetable
• Set the message delivery throughput

Campaign parameters are shown in the Messaging Overview.

The delivery timetable is defined in the Campaign Activation section, where you can set the delivery time from the three options in the dropdown menu:

As before, the resulting outcome of the activation options are:

• For "Now" the campaign begins delivery immediately.
• For "Schedule" the delivery timetable is set through a date/time picker, and the campaign will be saved with a state of Scheduled.
• For "Save as Draft" there is no delivery timetable defined, and the campaign will be saved as Pending.

The message throughput is set under Throttle Configuration with a default value of 'Full Capacity', which translates to 250 messages per second. To reduce the sending rate, uncheck the Deliver Broadcast at Full Capacity box and set the value either through the thumb on the slider at the bottom or enter it in the box at the far right.

Edit SMS Campaign

To be able to edit the SMS campaign, the message must not be sent yet. That is, once the user has completed each step, and the campaign activation has been saved as "Draft" or "Schedule", you will be able to edit each step configuration of the campaign.

The steps to edit an SMS campaign are the following:

• Click on the Reports icon and select the Messaging tab. Then, locate the campaign saved as Pending (Draft) or Schedule status and click on the Report button.
• From the campaign card click on the Edit button. Once clicked, it will redirect you to the last step of the campaign configuration.

• From here, you can edit the settings for each step (Detail, Recipients, Message, Summary). Just click the Back button until you return to the step you want to edit.

You are able to edit the:

• Sender number.
• Recipients who will receive the SMS campaign.
• Message with / without link tracker.
• Throttle configuration.
• Campaign activation.