Automate SMS Text Messages

Automate SMS Text Messages

This integration would not be complete without an automation feature!

*Login into your /sp_admin and navigate to the Customers tab

Step 1: Create Customer List

// Using the filter options, create your intended customer list

• EXAMPLE:  Show customers who have a birthday today
• Refer to this Marketing Article here to create filters

Step 2: Automate

// Just like with automated email blasts, we want to click on the AUTOMATE button to select the template and set the rules!

• Enter Job Name: Daily Birthday Text
• Select the Automation Job Type: SMS Message
• The template you wish to use
• Set the parameters for how often the message will be sent
  • EX: Happy Birthday > Daily
• Finally Select the "CREATE" button, to schedule your automation. IF you want to send one now, click "Run now and Create"
  • Review this article for more details