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Create and send an SMS campaign. Create your first SMS campaign

Create and send an SMS campaign

Video guide

Learn how to create an effective SMS campaign to engage your customers through text messaging. Follow these steps to:

  • Create new SMS campaigns
  • Add audiences
  • Setup communication attributes
  • Build SMS content
  • Review and launch

Step-by-step guide

SMS campaigns are a powerful way to drive quick engagement. Here's how to set one up from start to finish.

What you'll need

  • An installed SMS channel instance.
  • An SMS message template.
  • Alist orsegment of customers that have opted-in to receive marketing messages on SMS.

Step 1: Create Your Campaign

  • Go to the Marketing Dashboard
  • Navigate to Campaigns > Create
  • Select SMS as your channel

Step 2: Set Up Campaign Details

  • Campaign Name:For this example, we'll name it "Abandoned cart recovery".

  • Tags:Add tags to organize your campaigns—for instance, "Promotions".

  • Audience: Select your pre-built audience list. We'll use the "Cart abandoners" list.

  • Additional Options:Skip recently messaged profiles to avoid over-messaging.

  • Customize tracking parameters to help measure performance.

Click Continue to Content once you're done.

Step 3: Build Your SMS Content

Use the inline SMS builder to craft your message.

  • Message Body: Don't miss out! The items in your cart are waiting for you. Quick checkout here: [link]
  • URL: Paste in your checkout link—Bird will automatically shorten it.
  • Optional: Add an image with the 'Click to upload' button.
  • Variables: For legal compliance, include your organization name. Example: '– Bird'

Step 4: Review and Test

Review details and send a test message to your mobile device.

Step 5: Schedule or Send

  • Send Now or Schedule Message with timezone selection

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