Campaigns

Campaigns are the primary way to send messages to groups of customers. Whether you are sending a one-time announcement, setting up an automated text-to-join flow, or scheduling a series of reminders, campaigns give you the tools to reach the right people at the right time.

Campaign Types

Text Blast (Bulk Message)

Send a single message to an entire group of customers at once. Text blasts are ideal for announcements, event reminders, promotions, and urgent notifications.

Common uses: weather alerts, event announcements, special promotions, policy updates, newsletters.

Text-to-Join (Keyword Campaign)

Create a campaign that is triggered when a customer texts a specific keyword to your number. This is the foundation of opt-in marketing — customers text a word like JOIN, EVENTS, or SPECIALS and automatically receive a response and get added to the associated group.

Common uses: event sign-ups, interest-based group enrollment, QR code landing flows, storefront opt-ins.

Text Flyer (MMS Campaign)

Send a rich media message that includes an image, PDF, or other attachment. Text flyers combine the immediacy of SMS with visual content that grabs attention.

Common uses: digital flyers, menus, PDF documents, promotional images, customer cards.

Scheduled Messages

Schedule any campaign to send at a specific date and time in the future. This is useful for planning communications in advance, coordinating with events, or sending messages during optimal engagement windows.

Automated Reminders

Set up recurring or triggered messages that send automatically based on appointments, dates, or customer activity. Automated reminders ensure follow-up without manual effort.

Follow-Up Messages

Add additional messages to a campaign that send after the initial message. Follow-ups are useful for reinforcing a call to action or providing additional information to customers who engaged with the first message.

How to Create a Campaign

Step 1: Choose Your Campaign Type

From the Campaigns section in the left navigation, click Create Campaign and select the type of campaign you want to build — text blast, text-to-join, or text flyer.

Step 2: Select Your Audience

Choose which group of customers should receive this campaign. You can select from your existing groups, choose All customers, or target a dynamic group based on customer attributes.

Step 3: Compose Your Message

Write your message content in the compose field. You can use personalization tags to customize each message:

• {first_name} — inserts the customer's first name
• {company_address} — inserts your company address
• {google_business_profile} — inserts your Google Business Profile URL

For MMS campaigns, upload your image, PDF, or media file in the attachment area.

Step 4: Add Keywords (Text-to-Join Only)

If you are creating a text-to-join campaign, assign one or more keywords that will trigger this campaign. You can add multiple keywords to a single campaign — for example, EVENTS, HOURS, and SPECIALS could each trigger a different response from the same campaign.

Step 5: Schedule or Send

Choose to send the campaign immediately or schedule it for a future date and time. Review your message, audience, and settings before confirming.

Campaign Planning & Credits

Every message you send uses credits from your account balance. Understanding credit usage helps you plan campaigns effectively:

• 1 SMS message = 1 credit per customer
• 1 MMS message = 2 credits per customer

For example, sending a text blast to 4,000 customers costs 4,000 credits for SMS or 8,000 credits for MMS. If your campaign includes follow-up messages, each follow-up counts as an additional send.

When planning multiple campaigns, calculate your total credit usage ahead of time. If you send five campaigns in a month to a list of 4,000 customers, that is 20,000 SMS credits or 40,000 MMS credits for the month. Choose a plan that covers your expected volume with room to grow. See Credits & Billing for plan details.

Real-World Campaign Examples

Encourage Opt-Ins to Interest Groups

Send a message inviting customers to self-segment by replying with a keyword:

Stay up to date with what matters to you! Reply with the keyword for your interest: EVENTS, HOURS, SPECIALS

Collect Missing customer Information

Reach out to customers who are missing key data like a birthdate:

Hi {first_name}, we noticed we don't have a birthdate for you in our records. Can you reply with your birthdate in this format: MM/DD/YYYY? We will be sure to send you something special on your day!

Double Opt-In Confirmation

For newly imported customers, send a confirmation campaign:

Hi {first_name}, thanks for your interest in joining our text group! Please confirm you would like to stay opted in by responding with Y or N.

Event Follow-Up with Link

Send a follow-up message with a link to a form, registration, or resource:

Thanks for attending the Annual Awards Dinner! Here is a link to the resources we discussed: https://example.com/resources. Reply with any questions and we will get back to you.

Choosing the Right Campaign Type

Match the campaign type to the use case for best results:

Automate What You Can

Set up campaigns that run without manual intervention to maintain consistent engagement with minimal effort:

• Birthday and anniversary messages — run annually once configured
• Appointment reminders — trigger automatically based on scheduled dates
• Welcome sequences — fire when customers opt in via keyword or join a group
• Group-triggered messages — send when customers are added to specific groups

Growing Your Subscriber List

Do not rely on a single channel to drive opt-ins. Promote your keywords everywhere your audience interacts with you:

• Website — header banner, footer, or pop-up with keyword and number
• Email — signature line, newsletter footer, dedicated opt-in email
• Events — check-in signage, table tents, projected slides
• Print — membership packets, direct mail, business cards
• Social media — pinned post or bio with keyword
• QR codes — link directly to keyword opt-in for zero-friction sign-up. See QR Codes

Give customers a compelling reason to opt in. Offer immediate value:

• "Text JOIN for exclusive customer updates and event reminders"
• "Text SAVE for 15% off your next visit"
• "Text INFO for our hours, directions, and this week's schedule"

Double opt-in for imported contacts. If you are importing contacts from another system, send a confirmation campaign to verify consent. See Compliance & Regulations for the recommended approach.

List Hygiene

Remove Bad Numbers

Review delivery failures monthly. customers with repeated failures have invalid, disconnected, or changed numbers. Removing them improves your delivery rate and saves credits.

Re-engage Inactive customers

customers who have not interacted with your messages in 6+ months are candidates for a re-engagement campaign:

Hi {first_name}, we have not heard from you in a while. Would you still like to receive text updates from us? Reply YES to stay on the list or STOP to opt out.

customers who do not respond should be moved to an inactive group and excluded from future campaigns.

Respect Opt-Outs

Never re-add a customer who has opted out unless they proactively re-opt-in by texting a keyword. The platform handles this automatically — do not override it.

Common Mistakes to Avoid

Buying Contact Lists

Purchased lists do not have consent, produce high opt-out rates, and can result in TCPA penalties of $500-$1,500 per message. Build your list organically through keywords, events, and web forms. See Compliance & Regulations for details.

Sending Without Segmentation

A message that is relevant to your golf customers may annoy your dining-only customers. Use groups and dynamic groups to target the right audience for each message.

Using Third-Party URL Shorteners

Services like bit.ly and tinyurl are heavily filtered by carriers because spammers use them. Always use the platform's built-in link tracking to avoid delivery issues.

Ignoring Opt-Out Trends

A sudden spike in opt-outs after a campaign is a signal. Review the message — was it too promotional, too frequent, or irrelevant to the audience? Adjust your approach before the next send.

Sending Identical Content to Everyone

Even when messaging your full contact list, use personalization. A message that starts with the contact's name and references their relationship with your businesses feels personal, not like a mass blast.

Tips & Best Practices

• Start with your most engaged group. Your first campaigns should go to customers who already know your businesses to build confidence in the platform.
• Keep messages concise. SMS is a short-form medium — get to the point quickly and include a clear call to action.
• Use personalization tags to make bulk messages feel personal. A simple {first_name} at the beginning goes a long way.
• Test before you send. Use the Inbox to send yourself a preview of the message before launching to your full list.
• Schedule strategically. Avoid early mornings and late nights. Mid-morning and early afternoon tend to see the best engagement. See Compliance & Regulations for time-of-day requirements.
• Review your credits before launching a large campaign to make sure you have sufficient balance.

Common Questions

How many follow-up messages can I add to a campaign?

You can add multiple follow-up messages to a campaign. Each follow-up is an additional message that sends after the initial message.

Can I edit a campaign after it has been created?

Yes. You can edit campaign details, messaging, and keywords from the campaign management screen. Changes apply to future sends — messages already delivered cannot be recalled.

What is the difference between an SMS and MMS campaign?

An SMS campaign sends a standard text message (no media attachments). An MMS campaign includes a media file such as an image, PDF, or video. MMS messages cost 2 credits per customer instead of 1.

Can I attach multiple keywords to one campaign?

Yes. You can associate multiple keywords with a single text-to-join campaign. Each keyword triggers the same response message and adds the customer to the same group.