Promotion with an automatic call back
A shop texts an offer to 5,000 customers. Whoever taps the link is marked as converted and called right back to the sales queue: the salesperson talks to people who are already interested.
Campaigns and sales
SMS campaigns: text every contact and see who opens the link
Write a message with the contact's name and a personal short link: SMS campaigns send it to your lists, tell you who received it and who opened the link.
Autumn sale · SMS
Texts sent4,820
Delivered4,693
Links opened612
Not delivered127
What it is for
An SMS campaign sends the same message to every lead in the lists you give it, filled in with their data: write {firstName} and each person gets their own name. You pick the sender, the sending speed and the hours it may send in.
Put {link} in the text and every contact gets a short link of their own. When they open it the lead is marked as converted; if you like, the phone system also calls them straight away, once, and puts them through to a queue, an IVR answerer or an AI answerer.
As you type you see how many characters you use, how many SMS the message takes and whether it stays in the GSM set or switches to Unicode (emoji or capital accented letters drop one SMS from 160 to 70 characters).
Every lead shows where its SMS stands: to send, sending, sent, delivered or not delivered. The campaigns report shows the period's texts sent, delivered, links opened and conversions.
Use cases
Personal reminders
A practice reminds patients with “Hi {firstName}, see you on {note1}”. The lead's notes hold the date and time, so everybody gets their own reminder from one send.
Finding out which list performs
You bought two contact lists and want to know which one works. Put them in the same SMS campaign and compare deliveries and link opens in the report, filtering converted leads only.
A text instead of a call
For contacts who never answer during the day, an SMS campaign set to “Mark the conversion and call” places the call when they tap the link.
How it works
Create an SMS campaign
In Marketing › Campaigns choose “SMS campaign” and name it. On the General tab set the hours, the lead order and the pause when leads run out.
Write the message
On the Message tab enter the sender and the text, clicking the variables to add name, city, notes or the short link. Choose how many texts to send per minute.
Decide what the link does
“Mark the conversion” only records the open; “Mark the conversion and call” also calls the contact from the chosen line to the destination you set.
Link the lists and start
Import leads from CSV, Excel or by pasting into a list linked to the campaign, then press “Start”. Follow deliveries and opens on the Leads tab and in the Campaigns report.
What you can set
General
- Name
- The campaign's name in the list and in the reports.
- Hours
- The time condition the texts may go out in; with none they go out at any time.
- Lead order
- Oldest first, newest first or random.
- Pause when leads run out
- Once everybody has had the text the campaign pauses, and starts again by itself when you add leads.
Message
- Sender
- 3 to 11 letters or digits, following Italy's AGCOM 42/13/CIR rules; a custom sender must first be validated by the provider.
- Text
- Up to 1,600 characters, with a count of the characters, the SMS needed and the encoding (GSM or Unicode).
- Variables
- {firstName}, {lastName}, {phone}, {city}, {province}, {note1}, {note2} and {note3} are replaced with each lead's data; {link} becomes the short link.
- Sending speed
- How many texts go out each minute, from 1 to 1,000, so they do not all leave at once.
Link click
- Short link
- Unique to each contact and impossible to guess: you know exactly who opened it and when.
- Mark the conversion
- On the first open the lead is marked as converted.
- Mark the conversion and call
- Besides marking it, the phone system calls the contact right away, once, and puts them through to the chosen destination.
- Line to call the contact from
- The number the call after the click goes out from: it is the number the contact sees.
- Where the call goes
- The destination after the click: a queue, an operator, an IVR answerer, an AI answerer, a callback and the other modules.
Lists, leads and reports
- Lists
- The same as for call campaigns: import from CSV, Excel or pasted data with column matching, duplicate skipping, CSV export.
- Lead statuses
- To send, sending, sent, delivered, not delivered or error, updated from the delivery reports.
- Call again
- Puts the leads in the statuses you choose back in line to send, for example the undelivered ones.
- Campaigns report
- On the SMS tab: the period's sends, deliveries, links opened as a share of the delivered, and a converted-only filter.
Frequently asked questions
How do I know who opened the link in my SMS campaign?
Every contact gets a unique short link. On the first open the lead is marked as converted, and you see it on the Leads tab and in the Campaigns report, with links opened as a share of the texts delivered.
Can I personalise the text with the customer's name?
Yes. Click a variable to insert it: {firstName}, {lastName}, {city}, {province}, {phone} and three notes are replaced with each lead's data when the text is sent.
Can I use my company name as the sender?
Yes, with 3 to 11 letters or digits. A custom alphanumeric sender must be validated by the provider under AGCOM resolution 42/13/CIR before you use it.
How many characters fit in one SMS?
160 with GSM characters, 70 when the text contains emoji, capital accented letters or other Unicode symbols. Longer messages are split into several SMS: the counter shows it while you type.
Can the contact be called when they tap the link?
Yes, with “Mark the conversion and call”: the phone system calls them straight away, once, from the line you choose and puts them through to a queue, an operator or an answerer.
Related features
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