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Periodic Text Messages

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Periodic messages sent for marketing purposes require customers to actively express consent in writing (e.g. double opt-in) to receive your text messages.

When crafting your message content, it’s important to understand compliance before you send a message. Prior express written consent from your customers is mandatory. Check out the Text Message Compliance guide for more information.

It is always a good idea to contact an attorney to seek additional advice pertaining to TCPA (Telephone Consumer Protection Act) and SMS —text marketing best practices in general.

The below is a step-by-step guide on how to setup a marketing message via campaign and campaign notifications:

Via Campaign

A campaign text message is strictly marketing message sent to a defined audience.

  1. Navigate to Campaigns > Create

  2. Select the automation type Date & Time or Recurring and click Next Step

    Note: The Recurring campaign requires additional interval details to be defined before clicking Next Step

  3. Select to Send Text Message

  4. Enter your text message content and click Next Step. For more info, see Text Message Compliance

    Note: The Date & Time campaign requires additional scheduling to be defined before clicking Next Step

  5. Define your Audience segment and click Next Step. For more info, see Audience Filters

  6. Enter a unique and easy to understand campaign name for your internal reference

  7. Define the start and end dates

  8. Review and confirm by clicking to Schedule your campaign


Via Campaign Text Notification

A campaign text notification is a text message send that occurs at the time of a specified event.

  1. Navigate to Campaigns > Notifications

  2. Add a new notification

  3. Select the event that will trigger the notification and click Next. For more info, see Notification Events

  4. Enter a unique and easy to understand event name
    Note: fields may vary based on event type, enter all required information

  5. Select the to medium of the notification — in this use case, you will select Text message
    Note: Medium options will only be displayed if the integration is enabled.

  6. Enter your text message content. For more info, see Text Message Compliance

  7. Enter the start and end dates

  8. Review and Create your new notification.