Create SMS Campaign

This page explains how to create an SMS campaign using HCL CDP Marketing Automation Platform.

Create an SMS Engagement from Segments

To create an SMS engagement from Segments, follow the steps below:

  1. Navigate to Campaigns > Segments, and select a segment name.
  2. On the left panel, click SMS from the list of channels.
  3. Click Add Engagement.

Create an SMS Engagement from Channels

To create an SMS engagement from Channels, follow the steps below:

  1. From the Menu bar, click Channels.
  2. On the All Channels panel, click SMS from the list of channels.
  3. Click Add Engagement, and select a segment name from the list.
  4. Click Confirm And Proceed To the Next Step.

Configure Engagement Details

Add General details of Engagement

  • Engagement Name (mandatory): Enter a name for the Engagement. It should range from 6-25 characters.
  • Label (mandatory): Choose a product label from the list. For more information about labels, refer here.
  • Choose SMS Client (mandatory): Select a SSP from the drop-down list. By default, the SSP selected will be displayed.

Add a Goal

Goal Type: Choose a goal type from the list. You can set it to none if the goal is not decided yet. For more information about the Conversion Goals, refer Campaign Channels.

Note: Each section turns red as you start entering data to create an Engagement. Once you fill in all the required information, the section will turn green. You can complete the sections in any order, but all sections must be green before you can click Update Engagement.

Configure a Template

  • Template Message (mandatory): Create a template message to send communication to users, and personalize the template as needed. To add a target page, use the SMS_LP macro. For more information about personalizing parameters, refer Campaign Channels.
  • Template Preview: Preview your SMS templates by moving your cursor to Show Preview to see how the SMS will look on different devices. The preview updates in real time, and you can view it in both Mobile and Tablet modes.
  • Content Template ID (Applies only for Infobip): Enter the Content Template ID when configuring your SMS engagement through Infobip; this is required only for engagements set up with Infobip.

Schedule Settings

Schedule: Schedule an engagement to send at a later time or trigger it immediately once the engagement goal is achieved. For more information about Engagement Scheduling, refer Campaign Channels.

Save

Click Save to save the Engagement.
Note: After creating an Engagement, you cannot change its name or schedule settings.