Before starting your campaign you will need to create a customer group(s). See: How to create a Customer Group
NoteYou will want to create and name the groups you want to include as well as exclude from the campaign.


  1. Navigate to the "Marketing tab" and click the New Desired Campaign type.
  2. Now you will need to configure the campaign by:
    -Choose a campaign name
    -Select the campaign category
    -Select a start date
    -Select a Reporting End Date
    -Select the Include Groups (this will be the group you've created as your target audience)
    -Select any groups to exclude from the campaign



  3. You will now configure the Text message campaign by
    -Select the Campaign number (there should be one titled "SMS Campaign line" for this use
    -Est cost will auto-populate as there is a cost per message sent
    -Select the template to be used or you can type the message to be sent and include any replacement fields
    -Select "Save Campaign"
    -If you choose the same day as the start date you will now click "Start" to run the campaign. If you chose a future date it will automatically be run on that date.