Create an SMS Campaign

Create an SMS Campaign

SMS campaigns send a short message to an eligible audience. Use them sparingly because texts are immediate and segment usage can grow quickly.

Where to find it: Admin → Communications → SMS Campaigns

What to do

1. Create a campaign and select the intended eligible audience.
2. Write a concise message with clear identity and purpose.
3. Review recipient count, segment estimate, and opt-out handling.
4. Send a test to yourself.
5. Schedule or send, then monitor status.

Good to know

• Only text people with the required permission for that message.
• A contact being in the CRM is not, by itself, permission for bulk SMS.