A single text, or a series that goes out over weeks - each with its own body, date and time.
A text lands differently from an email. People read them, usually within minutes — which is both the appeal and the reason to use them sparingly.
This guide covers building a text Campaign, and the thing that makes it more than a single message: a Campaign can hold a series of texts, each with its own wording and its own date and time.
Go to Campaign Management › Text Campaigns › Add Text Campaign. The shape is the same as an email Campaign, so if you have built one of those you already know this form.
The CRM Type dropdown picks Client, Prospect, Web Lead or Contact. Each Database Type is campaigned separately.
Database Type Filters at the top opens the same filtering you use everywhere else — Client Type, Rating, Lead Type and your custom fields.
This is the part that decides who receives it, and it deserves more thought than the wording.
A Campaign Start Date, and an End Date if you want the Campaign to stop on its own. The Send Count fills itself in as texts go out.
Under Scheduled Campaign Texts, each text carries its own Subject, Body, Schedule Date and Schedule Time. You can pick a Text Template or write it here, and you can attach a file.
Add Campaign Text at the bottom gives you a second scheduled text, then a third. This is what turns one message into a sequence — a reminder a week later, a follow-up the week after that.
Each text sends when its own scheduled time arrives. Sent Date and Sent Time fill in afterwards, so you can see exactly what went and when.
Keep them short. A text that scrolls is a text nobody finishes. One idea, one sentence, one ask.
Say who you are. Your number is not in their phone. Lead with the practice name.
Space a series out. Three texts in a week is a lot from an accountant. Three over a month is a reminder.
Mind the hour. The Schedule Time is exact. Nobody wants a tax reminder at half past six in the morning.
Use text for time-critical things. Deadlines, appointment reminders, document chases. Detail belongs in email.
Text Campaigns filter the same database, by the same codes, as Email Campaigns. The reusable wording lives in Text Templates.
For a message triggered by something one person did, rather than a scheduled send to a group, use a Workflow instead.
Nothing sent. Check the Campaign is Active, the start date has arrived, and the scheduled text itself is Active.
Fewer people received it than expected. The filters are narrower than you think, or some records have no mobile number.
The text arrived at the wrong time. Schedule Time is taken literally. Check the time on that individual text, not the Campaign.
My template is not in the dropdown. Check its Text Type — it decides where a template can be used.
Someone asked to stop. Opt-outs are honoured across Campaigns; you do not have to remove them by hand.
Yes. Add Campaign Text as many times as you need, each with its own date and time.
Yes, on each scheduled text.
The same ones, on the same records.
Either a Text Template or whatever you type into the body.
Yes — Sent Date and Sent Time fill in on each text, and the Campaign carries a Send Count.
They are skipped. Only records with a number can be texted.
A text lands differently from an email. People actually read them. Campaign Management, Text Campaigns, Add Text Campaign. It works the way an email Campaign does. Name it, and choose your Database Type. Client, Prospect, Web Lead or Contact.
Database Type Filters at the top narrows it further, by your own codes. A start date, and an end date if you want one.
Then the part that is different from email. Each scheduled text has its own subject, its own body, and its own schedule date and time. Pick a Text Template, or just write it here. You can attach a file too.
And here is the useful bit. Add Campaign Text, and you get another one. So a Campaign can be a single message, or a series that goes out over weeks. Submit, and each one sends when its time comes.
Keep them short. A text that scrolls is a text nobody finishes.
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