The following steps will guide you through the SMS distribution process:
Step 1: Using the navigation pane on the left, expand the "Distribution" dropdown menu and click on "SMS".
Step 2: Use the options under recipients to select the contacts you would like to send the campaign to. Select:
- All contacts - to send the campaign to all your CRM contacts
- Groups – to send the campaign to one or more of your CRM groups
- Dynamic Groups – to send the campaign to one or more of your dynamic CRM groups
- None – if you want to add the recipient mobile numbers manually. In this case, you need to first accept the terms and conditions using the checkbox marked as 1 in the screenshot above. Once you do, click on the 'Add recipient' button (highlighted as 2 in the above screenshot).
In the subsequent pop-up, enter the desired mobile number along with the relevant country and click on 'Add'. Repeat the same process if you wish to add more contacts manually.
Note that, all the contacts added here manually will also be added to the CRM with their SMS status as Opted-in.
Note: Even if you choose to send your campaign to all your contacts, groups, or dynamic groups, you can still add recipients manually to the list using the above-explained step.
Step 3: Moving forward, you have the option of populating the subsequent distribution details manually, or from a previously saved template.
Let's first proceed with entering the data manually:
Case I: Entering the data manually:
1. SMS Sender Name (marked 1 in the screenshot above): Use this field to select the Sender Name for this distribution. This name helps the recipients identify who the sender of the SMS is.
2. Distribution Type (marked 2 in the screenshot above): Use this field to select if you would like to distribute a web form or a mobile campaign. In the next field, select the webform/campaign that you intend to distribute.
3. Unique URL? (marked 3 in the screenshot above)
- Select 'Yes'if you want to distribute your campaign with a unique URL. Doing so has the following implications:
- You would be able to view recipient-specific analytics, for example, details of people who received the campaign/ opened the campaign, etc.
- Also, in case you are distributing a web form, if you select this option, then the recipient details which already exist in the CRM will be auto-populated for each recipient.
- And, in case you are distributing a campaign with a signup widget, if you select this option, then the recipient details which already exist in the CRM will be auto-populated for each recipient.
- Select 'No' if you DO NOT want to distribute your campaign with a unique URL. Doing so has the following implication:
- You would be able to view the campaign-specific analytics only, i.e., the number of people the campaign/ opened the campaign, etc.
4. Message (marked 4 in the screenshot above): Use this field to enter the body text of the SMS that you would like to appear before the campaign/webform URL. (To read more about how the SMS length is calculated, please refer to this article)
5. Add opt-out form link (marked 5 in the screenshot above): Check this box if you would like to include an opt-out form to the SMS as well.
6. Scheduling: Use this option to specify if you would like to:
- distribute your SMSs immediately, or
- schedule your SMS distribution for a later time/date.
To help you get a better picture of how the various fields that you entered above would appear in your customers' inbox, please refer to the below screenshot of a sample SMS (as seen in an iPhone):
Case II: Autofill the data from a template:
In case you use the same details – SMS sender name/ message text/ campaign repeatedly for your SMS distributions, we suggest that you save these details as a template (Read this article to see how) and use this option to autofill the data from that template when you wish to distribute a campaign.