FAQs in this section
What is a Campaign?
What are Budget Cost and Actual Cost in Campaigns?
A campaign got canceled. How do I update it in the CRM?
What is the Expected Sales Count and Actual Sales Count in Campaigns?
How do I duplicate a Campaign?
What does duplicating a Campaign mean?
How do I create new campaign types?
How do I create a Campaign using Quick Create?
How do you link Contacts to Campaigns?
How do I create new campaign types?
What are the Campaign types provided by Vtiger CRM by default?
What click activity insights are available for my email campaign?
How do I create an Email Campaign?
What is a Messaging Campaign in Vtiger CRM?
What are the benefits of using the Messaging Campaign module in Vtiger?
How do I install the Messaging Campaigns module in Vtiger CRM?
What are the prerequisites for sending a message campaign in Vtiger CRM?
What are the different statuses of a message campaign in Vtiger CRM?
How do I send a message campaign using WhatsApp in Vtiger CRM?

How do I send a message campaign using SMS in Vtiger CRM?

Follow these steps to create an SMS message campaign:
  1. Log in to the CRM.
  2. Click the main Menu.
  3. Go to Marketing > Others.
  4. Select Messaging Campaign. The messaging campaign module opens
  5. Click +Create Messaging Campaign. A creating message campaign window opens.
  6. Enter or select the following information in the Marketing Campaign Name section:
    1. Campaign Name: Enter a name for the messaging campaign.
    2. Assigned To: Select the user to whom you want to assign the campaign.
    3. Channel: Select SMS as the channel to send your message campaign. 
  7. Enter or select the following information in the Marketing List section:
    1. Select Marketing List: Choose the marketing list to which you want to send the message campaign.
Or
Create Marketing List: Create a new marketing list if you want to send the campaign to a different group.
  1. Enter or select the following information in the Message section:
    1. Add Fields: Select a merge tag to personalize your SMS message campaign.
    2. SMS Provider: Select the SMS provider to send the message campaign.
    3. Template: Choose the template to design the message campaign.
    4. Message: Enter the content of the message for the campaign.
  2. Click Test to verify if the message campaign is delivered successfully before the final send-out.
    1. Upon clicking Test, a pop-up appears prompting you to enter the recipient’s number to test the delivery of the message campaign.
    2. NoteThe recipient number is required only when sending a test message campaign.​​​​​​​
  3. Click Send Now to send the message campaign immediately.
    1. To schedule the campaign for a later time, click the drop-down menu, select the desired date, and choose Schedule Later.
Once the campaign is sent, you will receive a notification confirming the successful delivery of your SMS message campaign. You can also preview the final campaign in mobile view while creating the message campaign.

 
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