Create SMS campaign content

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Overview

Create SMS content to directly connect with your customers through text messaging. This content can be used to share updates, promote services, offer discounts, and remind customers about upcoming appointments.

   
   
       

       
           
                                   

Who uses this feature

               
               
                   
                           
  • Marketing managers, business owners, and other marketers on your team
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  • Primarily for Commercial Service & Replacement and Residential Service & Replacement business types
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Feature configuration

               
               
                   
                           
  • This feature is currently in Early Access and available for specific accounts. It is subject to change.
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Things to know

       
  • Your SMS Marketing Registration must be approved by The Campaign Registry (TCR) before you can send opt-in requests or marketing text messages to customers. For more, see Submit Marketing Registration.
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  • Customers must explicitly opt-in to receive marketing text messages. For more, see Configure SMS opt-in settings.
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  • SMS campaigns are launched the next day, at the earliest. This allows Marketing Pro time to process and queue up your text messages ahead of time, which ensures proper delivery.

Create an SMS campaign

       
  1. Go to Marketing Pro.
  2.    
  3. In the side menu, go to Campaigns > Campaign Manager.
  4.    
  5. On the Campaign Manager screen that opens, click Create Campaign > Pro Campaign.
  6.    
  7. After you create the campaign:        
                 
    1. Add the campaign goal.
    2.            
    3. Select the segment that will receive this campaign.
    4.            
    5. Proceed to the Content section.
    6.        
       
  8.    
  9. Click Add Content.

You're ready to add SMS content to your campaign.

Create SMS campaign content

       
  1. On the Content screen, click Add and select SMS.
  2.    
  3. On the Terms of Use pop-up that opens, review the terms, select I agree to the terms of use, then click Continue.
  4.    
  5. On the SMS # pop-up that opens, click + Add Content.
  6.    
  7. Enter the SMS message you want to send to recipients of this campaign. You can click Add Merge Tag to add merge tags to your message.        
               

    Note: An opt-out message is automatically added to the end of each text message for compliance purposes.

           
       
  8.    
  9. Select the Time of Day you want to send the message.
  10.    
  11. When finished, click Save.

Send a second SMS message

Campaigns can be a single message sent repeatedly, or different messages sent on a sequential delay. To add another SMS message:

       
  1. Click Add and select Delay.
  2.    
  3. Enter the number of Days, Hours, or Minutes you want to wait before sending the next postcard for the campaign. You can add a wait time of up to 1,000 days between postcards.
  4.    
  5. Click Save.
  6.    
  7. Click Add and select SMS.
  8.    
  9. Add the content for the SMS message.

Want to learn more?