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What are the steps to create an SMS Campaign?

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You can create an SMS campaign after installing its extension and configuring an SMS provider.
To learn more about them, click here.
Follow these steps to create an SMS campaign:
  1. Click the Main Menu.
  2. Go to the Marketing tab.
  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 SMS campaign owner.
    • 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 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.
  6. Click the Send button to send the campaign to the marketing list.
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