After installing its extension and configuring an SMS provider, you can create an SMS campaign.
Follow these steps to create an SMS campaign:
- Click the Main Menu.
- Go to the Marketing tab.
- Select SMS Campaigns.
- Click the +Create SMS Campaign button.
- 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 is the user or group to whom the SMS campaign is assigned or the SMS campaign owner.
- Select marketing list - This is the list of users you want to send the campaign to. 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 to 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.
- Click the Send button to send the campaign to the marketing list.
To learn more about SMS Campaigns,
Click Here.