SMS Marketing

  1. Click on the Marketing menu as shown below:

  2. Select Create a New Campaign.
  3. This will initially display all your clients. For this example, we just want to target a few VIP clients. In the  With Label field, select VIP and the screen will only display your VIP clients as shown below. Note: You may have to set up Client Labels if you haven't already done so.

  4. Scroll down and click the  Send SMS button.

  5.   SMS Marketing screen will appear shown below:

  6. Choose a template or simply start typing a text message in the Message field.

    Remember: SMS texts are limited to 160 characters; anything more and you will be charged extra credits.

  7. Merge fields are place holders for values that will be replaced when the message is sent. For example, ClientFirstname will be replaced with David and so on. To insert a merge field, simply put your cursor in the message box where you want the field to appear and click on the merge field link. 
  8. You can also preview your SMS message. Scroll down and click on Send Preview SMS.Then enter your mobile phone number and click OK.
  9. When you're ready, click the Schedule button to delay sending, or click the Send SMS(s) button to generate new business via SMS Marketing right. 


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