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Marketing with SMS Campaigns

Read this article to learn how you can deploy SMS marketing with the SMS Campaigns module.
S
Sabqat Ruba
9 Mar, 2021 - Updated 1 month ago

Introduction

Do you think email marketing is not getting you the expected open rate? If yes, it is time you try out SMS marketing!

 

SMS marketing is a text-based service used to send promotional messages such as discount offers and product updates. However, you need a person’s consent to send them these messages. Latest reports state that SMS messages have an open rate of over 90%, which is much higher than the open rate of emails.

 

So, what better than Vtiger’s SMS Campaigns feature to send out promotions?

 

With the SMS Campaigns module, you can:

  • Create and send out mass SMS messages
  • Track delivery statuses in real-time
  • Configure reply actions for SMS replies
 

Read on to learn more about the possibilities of SMS campaigns. 

Feature Availability and Limits

 

Sales Starter

Sales Professional

Sales Enterprise

One Professional

One Enterprise

Feature Availability

SMS Campaigns

-

Configuring an SMS Provider

Here is a quick overview of the steps involved in creating an SMS campaign.

  • One, you must install the SMS Campaigns extension from the Extension Store
  • Two, an SMS provider needs to be configured, without which you cannot send SMS messages
  • Three, you must create an SMS campaign from the installed extension


 

Let us take the example of Twilio to learn how to set up an SMS provider. You can do this only if you are an Admin user.

 

Follow these steps to configure an SMS provider:

  1. Click the User Menu on the top right corner of the screen.
  2. Click Settings.
  3. Look for the Extensions section.
  4. Select SMS Provider Configuration.
  5. Click the +New Configuration button.
  6. Select Twilio from the Provider drop-down.
  7. Select the Yes radio button to activate the SMS provider.
  8. Copy the Account SID and Auth Token from your Twilio account.
  • Note: You can find the Account SID and Auth Token on your Twilio dashboard.
  1. Enter the sender’s phone number in the From field.
    • The phone number must be in the E.164 format. 
  2. Click Save.

Installing SMS Campaigns

The SMS Campaigns module is not readily available in Vtiger CRM. You must install the extension to use it. 

 

Follow these steps to install the SMS Campaigns extension:

  1. Click the User Menu on the top right corner of the screen.
  2. Click Settings.
  3. Look for the Extensions section.
  4. Select Extension Store.
  5. Search for SMS Campaigns using the search bar.
  6. Click Install.
 

After installing the extension, you will see the SMS Campaigns module under Main Menu > Marketing.

Creating an SMS Campaign

After you have installed the extension and configured an SMS provider, you can set up an SMS campaign. 

 

Follow these steps to create an SMS campaign:

  1. Click the Main Menu.
  2. Go to Marketing.
  3. Select SMS Campaigns.
  4. Click the +Create SMS Campaign button.
  5. Enter the following information:
    • Campaign Name - This is the name of the SMS campaign. It is recommended that the campaign name must be specific to distinguish it from the other campaigns.
    • Assigned To - This is the user or group to whom the SMS campaign is assigned or the owner of the SMS campaign.
    • Select marketing list - This is the list of users to whom you want to send the campaign. You can select an existing marketing list from the drop-down or create a new one by clicking the Create New Marketing List button. To learn how to create a marketing list, click here.
    • Add Fields - You can add field names in the SMS body with the help of merge tags. For example, if you add the merge tag $contacts-firstname$, the tag is replaced with the contact’s first name saved in the CRM.
  6. Click Send to send the campaign to the marketing list.


 

Testing an SMS campaign before sending it

 

To see how an SMS looks when it is delivered, you can test your campaign by providing a phone number.

 

 Follow these steps to do so:

  1. Click Test.
  2. Enter the recipient’s number. 
    • The recipient’s number must be in the E.164 format.
  3. Click Send.

Viewing Campaign Statistics

 

So, you just sent an SMS campaign. What next? 

 

Checking its success rate. Vtiger has a ready-made feature to help you monitor the success rate of your campaign. 

 

You can generate these statistics in the form of a pie chart. The chart shows the delivery, error, and failure rates of the campaign.

 

Follow these steps to view SMS campaign statistics:

  1. Click the Main Menu.
  2. Go to Marketing.
  3. Select SMS Campaigns.
  4. Open an SMS campaign that you want to see the statistics for. 
 

You will see the campaign statistics when you open an SMS campaign.



 

Note:

  • You can send an SMS campaign only to contacts who have opted-in to receive SMS messages from you. That means a contact’s SMS Opt-in field value must be ‘Single opt-in(User)’.
  • You can send SMS campaigns only to a contact’s Mobile Phone. 

Different SMS Statuses

When you send out an SMS campaign to a marketing list, you can track the status of the campaign. Here are all the possible statuses:

  • Draft - Campaign is created (or being created) and saved but not sent
  • Queued - Campaign is in the queue and will be sent soon
  • Sending - Campaign is being sent
  • Sent - Campaign has been sent successfully
  • Completed - Campaign is completed when all the SMS messages are successfully delivered or the delivery has failed
 

Note: All SMS statuses of a campaign are fetched from the SMS provider.

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