SMS Text Marketing
Send Marketing Messages directly to your customer's cell phone via SMS Texting!
Available in Version 21.2 +
PART I
Step 1: Sign up for a Twilio Account
// If you have not already created on account through Twilio, please ue the link below:
Step 2: Link Twilio to Clubspeed
// In order for you to be able to send messages from your Clubspeed portal, you will need to link the integration by logging into your twilio account under the Customer tab.
- Open your /ADMIN portal
- Navigate to SpeedText > Settings
- If your Speed Text has not been Enabled yet, please reach out support@clubspeed.com
- Under the Provider Settings sections, enter the below details:
- Account SID
- Auth Token
- Phone Number provided from Twilio
- Save the settings!
Twilio Support: How to find your Account SID & Auth Token in Twilio
PART II
Step 3: Create Message Template
// You will need to create your Message Template(s) before you can send anything out to your customers.
- Log into your /SP_Admin
- From the Customers tab, click on the SMS button
- Click Manage Templates
- Cick Create Templates
- Enter the Template Name (EX: Happy Birthday!)
- Enter in Message
- Save Template
// This is also where you can edit and delete existing templates!
Step 4: Filter Customer List
// Create your SMS marketing blast list by using the filter functions on the Customer tab the same exact way you would for an Email Blast.
- From the Customers tab, in the Filter By section, setup your filter.
- Example: Show Customers who have a Birthday Today
- Execute: Click on SEARCH button
Step 5: Send SMS
// Now, let's send your message template!
- Click on SEND SMS
- Select the template you wish to send out from the drop down.
- Click the SEND button!
Once the message is sent, you are presented with a link to twilio’s log in page (https://www.twilio.com/login), a link to navigate back to the customer’s page, and a message instructing the you to check/log in to twilio if they’d like to see the status of the messages!