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How To Set Up Text Marketing & Campaigns

Learn how to sign up for text marketing and create a text message campaign to send to your clients, including one-time and recurring campaigns.

Written by Kate Biel

📝 Overview

Text marketing lets you send text message campaigns to your clients. This article walks you through signing up for text marketing and setting up a text message campaign to send to your clients.

⛔️ Stop-gap: Messages will not send until Twilio verifies your messaging account registration. For any questions, chat with our support team or email us at [email protected].


🛠️ Setup

Before you can send text marketing campaigns, you need to sign up for the text marketing service.

📲 Sign Up for Text Marketing

Sign up and activate the text marketing service from the desktop software.

  1. Click the Messaging & Marketing drop-down menu, then click Send New Text Blast.
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  2. When you are prompted to sign up for text marketing, click Set Up Now!

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  3. Sign in with your administrator email and password.
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  4. A message shows the pricing for the text marketing service and how many text messages are included. To continue with the displayed package, click Activate Service.
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    ✍️Note: Additional pricing options are available by calling +1 (866) 617-9939.
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  5. Go back to the desktop software. A prompt confirms that you have successfully signed up for the text marketing service. Click I'm Done Signing Up Online.

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You are now all set up to begin sending marketing campaigns.

⚠️ Warning: Your clients must opt in to receiving text marketing messages before they can receive your campaigns. To prompt your clients to opt in to text marketing, follow the directions here.


📣 Create a Text Marketing Campaign

Choose who receives your campaign, pick and edit a template, and decide when the campaign sends, either once or on a recurring basis.

  1. Click the Messaging & Marketing drop-down menu, then click Send New Text Blast.
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  2. Select the filter criteria you want to use to target the clients you want to send the campaign to, then click Next.
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  3. The default text message templates appear. To view a template as a starting point, select it and click Preview Selected. When you find a template you want to use, click Next.
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  4. Edit the default template as needed, then click Save Text Message.

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  5. Enter the campaign's name in the Campaign Name field and the campaign's description in the Detailed Description field.
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  6. Choose the date the e-mail blast should be sent using the calendar tool. Optionally, select the Automatically send this e-mail on a recurring basis bubble and set frequency of recurrence using the Starting on calendar tool. You can also select the end date from the Stopping on calendar tool.
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  7. Select the frequency of the campaign to send every ___ day(s), week(s), month(s), or year(s).
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  8. Click Turn On Campaign to have your message begin sending to your clients.

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The software now starts sending your text marketing campaign to your clients throughout the day.

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