How to Create an SMS Campaign
Design a text message, choose and review its audience, then send through your studio's configured SMS service.
How to Create an SMS Campaign
The SMS wizard helps you design a message, choose recipients, review the audience and send. Drafting a message does not send it.
Before You Start
You need permission to manage SMS and SMS sending enabled for your studio. Use the supported sender setup in your organization settings; a separate Twilio connection is not required for every studio.
Have valid recipient phone numbers and check their SMS eligibility. Review the studio’s usage allowance before a large send.
1. Design the Message
Open Marketing > SMS and choose Create SMS message, or edit an existing template. In Design SMS, enter the name and content.
Review any template variables. A customer’s actual name can be longer than the variable shown in the draft.
2. Choose Recipients
Choose Select recipients. Use the audience sources you need, such as Contact Lists, Products, CRM Tags, or class attendees.
A dynamic contact list uses saved rules checked at send time. Its preview is an estimate, rather than a frozen recipient list.
3. Review the Audience
Choose Review all recipients. Check the recipients and source before Continue to send. If the list is empty, go back and choose an audience.
4. Test and Send
The Send step includes Test SMS, usage information and the final send control. Send a test to yourself when ready, then review the message before the audience send.
The final button queues eligible messages. Queued is different from delivered. Check Send history or Analytics for the result.
Use Save Draft or Skip, I’ll send later if you are not ready. Check available scheduling controls for your chosen channel; do not assume the SMS wizard has the same options as an email campaign.
Usage Limits
Limits depend on the studio’s SMS plan and sender setup. Longer messages may use multiple segments. Check the displayed usage and any limit message before sending.
On Mobile
The wizard uses the same four steps, with audience sources and review controls stacked vertically.
Troubleshooting
Send is disabled. Check the audience, phone numbers, usage limit and SMS access. Wait for usage and audience checks to finish.
Nobody received the message. Check whether it was queued, then review delivery states and SMS eligibility. Do not repeat a send just because the delivery report is still updating.
Need a hand?
Email our team at support@joinzipper.com and we'll usually reply within a few hours.
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