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How to set up an SMS campaign (one-time send) ?

Before you start, make sure you have created your target contact list. [Learn more →]


Step 1 : Create the SMS campaign

From a list :

  1. Click Lists in the left-hand menu

  2. Open the desired list

  3. Click Actions → Create a campaign

  4. Fill in the name, select SMS, choose a template or No template, configure the recipient filter

  5. Click Confirm

From the Campaigns section (with group) :

  1. Click Campaigns in the left-hand menu

  2. Click Create a campaign group

  3. Fill in the name, select SMS, template, filter, list(s)

  4. Click Confirm


Step 2 : Configure the SMS message

  • Enable Active scheduling if you want to plan the sending date and time

  • Fill in the Campaign name (not visible to the recipient)

Write your message using placeholders to personalize it :

Variable

Description

[[FIRST_NAME]]

Contact's first name

[[LAST_NAME]]

Contact's last name

[[EMAIL]]

Email address

[[URL_ONLINE_SHOP]]

Online shop link (configure in Company → Shop URL)

[[LOCATION_NAME]]

Establishment name

[[FAVORITE_PRODUCT]]

Favorite product

[[FAVORITE_CATEGORY]]

Favorite category

[[CONTACT_OFFERS]]

Reward obtained

[[BANKROLL_CASH_REMAINING]]

Remaining bankroll balance

Additional option :

  • Service notification : enable to bypass the opt-in condition (purely informational messages e.g. exceptional closure)

  • Add a reward to the campaign [Learn more →]


Step 3 : Preview and save

  • To preview your SMS, directly enter a phone number with the country prefix in the preview tool — the test SMS is only sent if the number is valid

  • Click Save — the campaign is saved as a draft in Campaigns

  • You can edit the recipient list at any time

  • Create a template to reuse your message for a future send


Step 4 : Send or schedule

  • Click Send for an immediate send

  • Or enable Active scheduling to set a precise date and time

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