Problem
We do not recommend sending bulk text messages to customers. Instead, you can use the SMS campaign features in Marketing Pro to send text messages to targeted audiences. The more narrowly targeted your audience is, the more likely they are to engage with your messages.
Solution
We do not recommend sending bulk text messages to your members. Bulk text messages are more likely to go to spam, and customers are less likely to engage with messages not directly related to them.
Instead, you can use the SMS campaign features in Marketing Pro to send text messages to targeted audiences. For example, you can send text messages to customers with the Member tag that called within the last week or have an expiring membership. Remember, the more narrowly targeted your audience is, the more likely they are to engage with your messages.
Create targeted SMS Marketing campaigns for members
Note: This feature requires Marketing Pro. To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
In the navigation bar, go to Marketing > Pro Campaigns.
Click Create Campaign and select SMS Text Message - Marketing Campaigns.
Tip: You can use SMS Text Message - Transactional Campaigns to send follow-up reminders about open estimates or recurring services.
On the Create Campaign: SMS Marketing pop-up that opens, enter a unique brief, and descriptive Campaign Name for your SMS campaign with a maximum of 60 characters.
(Optional) Enter a description of the campaign.
To start building the SMS Marketing campaign, click Start Building.
Select a marketing goal for this SMS campaign.
Add a unique outbound phone number to properly track revenue for this SMS campaign.
Set which of your members you want to receive marketing content from this SMS campaign. For example, you can target customers with the Member tag that called within the last week or have expiring memberships. For more, see Create audiences.
Create the automated text message content for the campaign.
Review your campaign, send a test SMS text message, and schedule a launch date if all looks good.
By following these steps, you can send targeted text messages to your members without using the chat feature. For more, see Create audiences and Create Marketing Campaigns using SMS.