Send a text message campaign
Connect your Twilio account, write a short message with the contact's first name, and schedule it.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
SMS campaigns go out through your own Twilio account, so the number and the cost are yours. Text messages are read quickly, which makes them good for reminders and short offers, and easy to overuse.
By the end you can
- Connect Twilio
- Create and schedule an SMS campaign
- Find opt-outs and delivery results
Screens used
Before you start
- A Twilio account with a number that can send to your customers' country.
Steps
- 1
Open SMS campaigns
On: /sms/campaignsType "sms" in Find a page… and choose SMS.
You should see: The SMS campaigns page, or "Connect Twilio to send SMS campaigns".
- 2
Connect Twilio
On: SettingsIf asked, follow Go to Settings → Text messaging and connect your Twilio account there. Enter the keys yourself; never share them in a chat.
You should see: Back on SMS campaigns, the New campaign button is available.
- 3
Create the campaign
On: /sms/campaignsPress New campaign. Type a Name for your own reference and the Message. Start with Hi and the first-name placeholder shown in the box to greet each person by name.
You should see: A window titled "New SMS campaign" with your message.
- 4
Choose who it is from and who gets it
On: SMS campaignOpen the campaign. Under Send from choose your phone number or messaging service. Under Audience tick the Lists or Segments to text; Exclude lists leaves people out.
You should see: A sender and at least one list or segment are chosen.
- 5
Test, then send
On: SMS campaignSet the Campaign timezone. Use Test send: to text yourself first, then press Review & send. Repeat this campaign sends it again on the days you choose.
You should see: "Queued — sending starts within a minute.", or the campaign shows its schedule.
- 6
Check results and opt-outs
On: /sms/analyticsAfter it sends, open Analytics for delivery results. Opt-outs lists everyone who replied to stop; they are skipped automatically.
You should see: Delivery numbers for the campaign.
Tips
- Keep messages short and say who you are in the first words.
- Follow the texting rules of the recipient's country. Many require prior consent and a way to opt out.
Troubleshooting
- "That doesn't look like a valid number — use E.164 like +14155550100."
- Type the number with a plus sign and the country code, and no spaces.
- "Test-send limit reached for today (5 per campaign) — try again tomorrow."
- Each campaign allows five test sends a day.
- "This send is over your plan's monthly SMS limit."
- Send to a smaller list or segment, or upgrade the plan.
One row per shot, in the same order as the guide. Estimated length 2:21, recorded signed in as Owner. Use made-up data only. How to record
Say: Send a text message campaign. Connect your Twilio account, write a short message with the contact's first name, and schedule it.
Hold until you see: Lesson title on screen for three seconds.
Say: Type "sms" in Find a page… and choose SMS.
Hold until you see: The SMS campaigns page, or "Connect Twilio to send SMS campaigns".
Say: If asked, follow Go to Settings → Text messaging and connect your Twilio account there. Enter the keys yourself; never share them in a chat.
Hold until you see: Back on SMS campaigns, the New campaign button is available.
Say: Press New campaign. Type a Name for your own reference and the Message. Start with Hi and the first-name placeholder shown in the box to greet each person by name.
Hold until you see: A window titled "New SMS campaign" with your message.
Say: Open the campaign. Under Send from choose your phone number or messaging service. Under Audience tick the Lists or Segments to text; Exclude lists leaves people out.
Hold until you see: A sender and at least one list or segment are chosen.
Say: Set the Campaign timezone. Use Test send: to text yourself first, then press Review & send. Repeat this campaign sends it again on the days you choose.
Hold until you see: "Queued — sending starts within a minute.", or the campaign shows its schedule.
Say: After it sends, open Analytics for delivery results. Opt-outs lists everyone who replied to stop; they are skipped automatically.
Hold until you see: Delivery numbers for the campaign.
Say: That is send a text message campaign. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
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