A Campaign is a customized text message sent to a set group of contacts at a specific time and date. Campaigns are useful for event reminders, promotions, holidays, and more. In this guide, we’ll walk you through building and sending your first campaign so that you can try out the feature and get more comfortable with the process.
Step 1: Create a new campaign
First, click the Campaigns icon on your top navigation bar to go to the Campaigns page. Then, click the New Campaign button on the top left.
Step 2: Choose campaign type
You will then be asked to Choose Campaign Type. For this example, we’re going to be creating a one-time campaign to tell customers of an online shop about an upcoming sale. Since this is not a recurring promotion, there is no need for a recurring campaign as the message only should be sent once.
To create a one-time campaign, select One Time Campaign and then click Next.
Step 3: Select your recipients
On the Select Recipients page, add contacts to your campaign by selecting a group of contacts or uploading a spreadsheet. We’re going to use the test group that we created as part of the Create your first group guide. For more information about how to format a CSV file for contact uploads, please see Add contacts.
Tip: If you want to send this campaign as a test before sending a real campaign, we recommend using a group or list of people from within your organization that have consented to receiving test text messages. This way you can watch how messages are sent and received in real time before sending out a campaign to your customers, potential candidates, or other business prospects.
After all the contacts you’d like to send the campaign to are selected, click Next.
Step 4: Write your message
Under Create Message, enter a title and write a message for the campaign. You can use the message options to add any customizations such as your signature, emojis, or personalizations. Once you're done, click Next.
Step 5: Review and send your campaign
On the Review and Send page, we can review the message preview for the campaign and make sure it's ready to send out. We can edit it further if we want by clicking Back, which will return us to the previous step.
Next, we’ll use the Date and Time dropdowns to schedule when we want to send our campaign. If you want your campaign to send immediately, leave the settings at the default date and time.
After you’ve finished looking over your campaign, you’re ready to send it! Just click Send Campaign.