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Setting Up a Text Marketing Campaign
Your text marketing service enables you to send marketing campaigns via text messages. First, you need to set up your campaign members. In many cases, you are required to have permission before you opt someone into your text marketing campaigns, so consider creating an email campaign to get your clients enrolled. If you receive someone's verbal permission you can opt them into text campaigns in their client record.
You can also select all of your clients as being eligible for text campaigns by:
Click More in the top right, followed by clicking Settings.
Click on Email and Texting followed by Reminders and Notifications.
Under Text Marketing, click Enable Texts for all Clients.
Now you're ready to start building campaigns!
Select More.
Select Marketing.
In the top right, select Text Marketing.
In the bottom right corner, select the + sign to begin creating your campaign.
You can select one of our already created recurring campaigns or build your own campaign. Select Continue.
Select one of the pre-designed templates or create a brand new template.
Enter a Campaign Name for the template. The customer will not see this name.
In the body of the message, enter the message that you wish to send to your customer. Note that if your message is over 160 characters that each message sent to your clients will count as 2 messages against your allotted number of text messages each month.
Once you are finished creating the message that will be sent to your clients, press Continue.
Select either All Clients, Selected Clients, or Selected Pets. Selected clients will let you use various filter options to narrow down which customers in your list will receive the text marketing campaign.
If you chose the option for Selected Clients or Selected Pets, you will now be able to select your various filter options. Simply check the box next to the filter option you wish to use and select the desired option from the drop-down window or enter the number of days as it applied.
Clicking Customize Recipients after filtering will allow you to individually select or de-select clients to send it to.
Press Continue.
Review your campaign settings. You can select Send a Test Message to send yourself the text message before you send it to all of your customers.
Once you are satisfied with the campaign settings, press Schedule to Send.
Select the Date and Time you wish this campaign to send to your customers.
Press Schedule.
