SMS campaign

Select create > sms campaign to make a delivery in just a few minutes.


First of all, choose the group you intend to use for the campaign from the list. Remember that a “group” is a kind of container that can be used for countless campaigns.

All the messages of a certain group have default characteristics that cannot be modified during dispatch; e.g.: sender details, the database to which the group is linked, etc… This information may only be modified in the “Configure > SMS groups” section


The main screen (fig.1) is used to choose whether to create a campaign from scratch, use a saved draft or reuse a previous campaign that was interrupted for some reason (these last two features will be soon available).




Figure 1



Select “Create a new campaign” for a step-by-step guide to the creation of a new campaign.

Click on “Next” to continue.



New campaign




Figure 2



Delivery parameters


The next step requires you to configure the delivery parameters (fig. 2).

First of all, choose whether to deliver the campaign to all the users of the database associated with the group or to just the users belonging to a certain filter.

Here, in fact, the group of users to whom the SMS will be sent is chosen. Regardless of any selections, tests on different user groups may be performed at a later stage.



Dynamic text


You may decide whether to enable the use of dynamic text or not. Dynamic text is the equivalent of the Microsoft Word Mail Merge.


It is a code inserted in the message which simply retrieves the contents of a certain field inside the database.


For example, the dynamic text ${CONTACT}$ retrieves the contents of the “CONTACT” field in the database.

Let us suppose that the database includes a user called “John Smith” whose “CONTACT” field contains the phrase “Good morning John,”.

If you enter ${CONTACT}$ in a certain point of the html code, when the email is sent the contents of the field will be displayed instead of the variable.

E.g.: when John Smith receives the email, he will read the phrase “Good Morning John,” in that point.

This allows to you personalize a certain part of the email – in this case the initial greeting – for each single user.


The length of the dynamic text can change the total length of the message (160 characters max). For example, if I insert the field ${Name}$ the number of characters in my massage can change if my user’s first name is Sue or Elizabeth. Anyway at the next step the system show the number of characters of the longest value of the dynamic field. So you can see if you are under the 160 characters limit or not.




Message contents: insert Title and Text



Figure 3




Summary and preview


This screen (fig. 4) summaries all the campaign settings.


To modify any settings or contents, return to the relative point and make the changes. When you are satisfied with all the settings, click on “Next”.




Figure 4




Test delivery and Deploy method


The delivery screen is used to send both test and real campaigns (fig. 5). It is always best to send one or more test campaigns before the real one in order to check how the message is displayed and make any corrections or modifications.



Figure 5



Select the filter for users enabled to receive test campaigns in the “User list” field. Click on “View” to display the list of test users. Press “Send test campaign” to proceed with dispatch. The test campaign has been sent. Check it and modify the message if necessary.


When you consider the test to be satisfactory, you may deploy the campaign. Select “The campaign will be delivered once” in the “Deploy method” box if you wish to send it immediately, or set an automatic recurring delivery (daily or weekly).


Special options

Extract the numbers from the database only at the time of the delivery: if this box is not ticked, the system memorize the db as it is when you click on Finish.  If, however, automatically db update systems are active (e.g.: Data Exchange), this option must be ticked: this means that numbers will only be extracted when the mail effectively leaves the server.
Automatically remove duplicate numbers: blocks replicate numbers as they leave without physically eliminating them from the db (a logical and not a physical removal of duplicates, therefore).
The first number in the db is kept automatically while all the subsequent ones are blocked.


Click on “Finish” to view a confirmation message then you can assign a main Commercial Category and other secondary (fig. 6) then move on to the communicate section where you will definitively confirm deployment of the real campaign.
Attention: after clicking on “End”, the campaign will be queued for delivery and it will no longer be possible to modify it, if any modifications are required, remove the campaign from the delivery queue and create a new one.




Figure 6





Deploy a campaign: Communicate section


In the communicate section, select your campaign from the list, click on it and then press the required button in the “Tasks” table: to deliver, “Deploy now”. You will be asked to confirm another time: click on OK to deploy the campaign. At this point, the campaign has been deployed: to view campaign information and statistics, go to the analyse section.




Fax campaigns

The Fax channel has been disabled and is no longer available.