Create and Send a Text Message Campaign

This article covers how to create and send one-time text message campaigns (marketing texts) to specific clients or your entire client list. If you need to communicate with a client via a text message conversation, follow these steps.

For text marketing ideas and examples, including templates you can use, visit our blog.

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Before you begin

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To send text message campaigns, you will need an approved marketing phone number. Learn how you can register for a marketing phone number. If you already have a marketing phone number that you use with automated flows, this same phone number will be used for text message campaigns (you do not need to register for a marketing phone number again).

By using a marketing phone number, you will ensure that if a client unsubscribes, they will only be unsubscribed from marketing texts and not appointment-related texts (booking confirmations, appointment reminders, etc).

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Create and send a text message campaign

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To create a text message campaign, you must be an Admin user, or you must have the Can edit campaigns permission enabled in Staff Member settings.

To create a text message campaign, open the Campaigns app and select New Campaign.

Select Text message.

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Settings tab

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In the Settings tab, update the campaign settings, including the campaign name and recipient list. The campaign name will be displayed in the Campaigns app and will not be visible to clients.

In the Send campaign to section, specify the recipient list. You can select from all clients, regardless of client ownership or your permissions.

• All clients: Select this option to send the campaign to every client who is eligible for campaigns.

• Only certain clients based on filters: Select this option to only send the campaign to clients who match specific filters.

Once you specify the recipient list, a preview will display that shows the list of clients who will receive the campaign. The campaign will only be sent to clients who match the criteria now, not clients who will match the criteria at the time the campaign is sent.

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Content tab

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In the Content tab, create the text message.

When creating the text message, you can add merge tags to personalize the message for each recipient. For example, when the text message is sent, the First name merge tag will be replaced with the client’s first name.

• Client Profile Link: The Client Profile Link merge tag will be replaced with the client’s unique client portal link.

• Business name: If you have multiple locations, the Business name merge tag does not include location names.

• Phone number: If you have multiple locations with multiple phone numbers, the Phone number merge tag will be replaced with the phone number for the last location where the client had an appointment or sale.

• Online booking link: If you have multiple locations enabled for online booking, the Online booking link merge tag is not location-specific.

To add a merge tag to your message, select Insert.

To send yourself a test to see how the message will display to clients, select Send test. No marketing credits are required to send tests.

You will need marketing credits to send text message campaigns. Learn more about campaign message pricing.

After creating the campaign, you can duplicate the campaign if needed. This allows you to easily send similar campaigns without having to recreate the same campaign every time.

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Review & Send tab

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In the Review & Send tab, you can send the campaign immediately or schedule it to be sent at a later date and time.

To send or schedule a campaign:

• You must be an Admin user, or you must have the Can send campaigns permission enabled in Staff Member settings.

• You will need marketing credits. Learn more about campaign message pricing.

After the campaign is sent, you can view the campaign's performance, such as how many texts were sent, delivered, etc.