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Marketing Text Messages

The Marketing Text Messages section allows you to create text message campaigns to market to your customers. Notify customers of upcoming sales, new releases, or exclusive offers right to their mobile phone. 

Adding A Marketing Text Message: Learn how to create a new mass marketing text message to send to your customers. Learn More >

Creating A Send List: Learn how to create a List Builder list that includes SMS contacts. Learn More >

Sending A Marketing Text Message: Learn how to send mass marketing text messages to a list of SMS contacts. Learn More >

Sending A Text Message To A Single Contact: Learn how to send a mass marketing message to a single SMS contact. Learn More >

Marketing Text Message Categories: Learn how to create different categories to organize and search for your marketing text messages. Learn More >


Adding A Marketing Text Message

1. Navigate to Contacts > Text Messages > Marketing Text Messages.

2. Click the Add a Marketing Text Message button.

3. Select the Category that your message will be folded under or [Add New] to create a new category.

4. Enter your message text into the Text Message field. 

5. Click Save to save your message.

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Creating A Send List

Using the List Builder tool, generate lists of customers to send out your mass marketing text messages. 

1. Navigate to Contacts > List Builder.

2. Click Add A List [+]

3. Build your list out to based on your parameters. For more information on the parameters available please see the List Builder Documentation. 

4. Continue through each tab until you reach Summary on your list. On the Summary tab you will see how many SMS Contacts are available for a marketing text based on the list you built. 

4. Click Apply Changes to save your list. 

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Sending A Marketing Text Message

Sending marketing text messages is similar to sending mass emails. You cannot schedule messages to be sent in advance, and admin users will have to send the message on the date it is to be sent out. Use the following steps to send a marketing text message. 

1. Navigate to Contacts > Text Messages > Marketing Text Messages.

2. Select the message you wish to send.

3. Under the Marketing Text Message section select Send Mass Text Messages.

4. From the pop up select your Send To list and click Next.

5. On the Confirm Send Marketing Text Messages please review the text message title and the number of recipients to confirm that you have selected the correct document and the correct list. 

6. A progress bar will follow to process of the send and you will see a sucessful sent message once it is complete.  

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Sending A Text Message To A Single Contact

Similiar to the steps outlined about you can send a Marketing Text Message to a single SMS contact. The steps are almost the same:

1. Navigate to Contacts > Text Messages > Marketing Text Messages.

2. Select the message you wish to send.

3. Under the Marketing Text Message section select Send Mass Text Messages.

4. From the pop up select [One Time Number] from the Send To selection, enter the contact's cell number under the Mobile Number field that appears, and click Next.

5. On the Confirm Send Marketing Text Messages please review the text message title and the contact number to confirm that you have selected the correct document and the entered the correct mobile number. 

6. A progress bar will follow to process of the send and you will see a sucessful sent message once it is complete.  

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Marketing Text Message Categories

Allows you to create categories to group your marketing text messages together, similar to a folder system. Use the following steps to add or manage your Text Marketing Message Categories. 

Adding A Category

1. Navigate to Contacts > Text Messages > Manage Marketing Text Categories. 

2. Click the Add a Marketing Text Category button.

3. Enter your Category name.

4. Click Save.

Editing A Category

1. Navigate to Contacts > Text Messages > Manage Marketing Text Categories. 

2. Click on the category you wish to edit.

3. Adjust your Category name.

4. Click Save.

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