How to send Text Campaigns

Caution

🚨 Warning! You must complete the Text Registration process before sending any broadcast texts.

To learn more, visit: Text Registration Process

Send Text Messages to Contacts

Tip

🔍 Tip: We recommend creating the Contact List for your text campaign first to avoid any interruptions in creating and launching your Text Campaign.

Step by-Step Instructions:

1. Navigate to the Contacts (or Leads or Clients) tab

2. Click the Text Message button to launch the Send Text Message wizard.

3. Complete the Send Text Message slide-out form

   1. From Section

      1. Account: Select the Text Phone Number (if you have multiple, select desired for this campaign)

   2. Content

      1. Name: Enter the name of this text campaign (note, this is how it will display in the marketing section)

      2. Write your message here: this is where you will compose the text message

         Note: To view a list of personalization tokens, click the hyperlink on the “See personalization tokens here” text.

4. Once you have completed the Send Text Message slide-out form < click Next

5. In the To field, use the Contact List drop-down to select the desired contact list to receive this text message.

6. Once you have assigned the desired Contact List < click Next

7. In the Schedule Delivery section, choose from the following delivery options:

   1. Send Now select to schedule the messages to send immediately
   2. Send Later select to schedule the messages to send at a future date and/or time

8. Once you have selected an option for the Schedule Delivery section <click Next

9. Click Send to confirm and launch the text message campaign.

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Send Text Messages from a Campaign

Tip

🔍 Tip: To learn more about Campaigns, visit the Creating Campaigns article.

🔍 Tip: We recommend creating the Contact List for your text campaign first to avoid any interruptions in creating and launching your Text Campaign.

1. From the main navigation menu, select Marketing and navigate to the desired Campaign

   1. If the campaign does not exist, <click the +New Campaign button to create the campaign.

2. From the Campaign page, scroll down to the Media Channels tile and <click the +New Channel button

3. Select Text Message from the +New Channel drop-down

4. Complete the Send Text Message slide-out form

   1. From Section

      1. Account: Select the Text Phone Number (if you have multiple, select desired for this campaign)

   2. Content

      1. Name: Enter the name of this text campaign (note, this is how it will display in the marketing section)

      2. Write your message here: this is where you will compose the text message

         Note: To view a list of personalization tokens, click the hyperlink on the “See personalization tokens here” text.

5. Once you have completed the Send Text Message slide-out form < click Next

6. In the To field, use the Contact List drop-down to select the desired contact list to receive this text message.

7. Once you have assigned the desired Contact List < click Next

8. In the Schedule Delivery section, choose from the following delivery options:

   1. Send Now select to schedule the messages to send immediately
   2. Send Later select to schedule the messages to send at a future date and/or time

9. Once you have selected an option for the Schedule Delivery section < click Next

10. Click Send to confirm and launch the text message campaign.

Note

To ensure compliance with U.S. telecommunications regulations (including TCPA guidelines and CTIA best practices) while respecting recipient preferences, our platform enforces a conservative sending window for text messages: 10:00 AM - 7:00 PM CST. This policy minimizes compliance risks, reduces spam complaints, and improves subscriber experience by avoiding disruptive early-morning or late-evening deliveries. Broadcast messages scheduled or sent outside of this window will not be delivered until after 10:00 AM CST.