SMS Campaigns

SMS Text Messaging is available as an add-on to Envision Cloud. You can update your account on the Account Management Subscription Page.

To create SMS Marketing Campaigns, hover over Marketing on the Tool Bar of Envision Cloud and select SMS Campaigns from the drop down menu.

Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.

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Step 1: Name your campaign

When adding a new campaign, you will be taken to the first step. Give your campaign an easily identifiable name as you may want to use this campaign again in the future.

smsmarketing_step1.png

Step 2: Create a client filter

This is to identify which clients you wish to target for this campaign. You can create a filter in this step or select a filter previously made to be applied. The "Check Client Count" button will display the number of clients that meet your filter selections. If the fields are left blank, all clients with a mobile phone number will be targeted.

smsmarketing_step2.png

Step 3: Customize the template text

The text is customizable. It will be displayed in the main body of the template. You can change the text. You can use Merge Fields from the available drop down to include fields that will insert client or business information when sent.

Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.

smsmarketing_step3.png

Step 4: Preview the SMS template

A preview of the text within the selected template will be displayed. Take time to check the text. You will need to check the box to confirm that the text shown is what you wish to send.

smsmarketing_step4.png

Step 5: Verify and send your campaign

The number of clients that will be sent the SMS text message will be displayed. If the message uses merge fields, the Text Message Length will show an approximation of the number of characters in the message. The "Send" button will confirm and send your campaign to your clients.

Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.

smsmarketing_step5.png

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