SMS: Creating and sending SMS text messages

Follow these steps to use HCL Campaign to send SMS text messages from IBM Engage.

Before you begin

Procedure

  1. Use IBM Engage to prepare the SMS text message.

    Follow these guidelines:

    • Give the SMS template a name that is meaningful to the campaign that it belongs to, so you can easily identify it in both applications.
    • For Contact Source, select Database, Contact List, or Query.
    • For Template Location, select Shared. Only shared templates will be available in Campaign.
    • After saving the template, be sure to preview it for testing.
  2. Use HCL Campaign to create a campaign and add a flowchart to it.

    For documentation, see the HCL Campaign User's Guide: http://help.hcltechsw.com/

  3. Configure the SMS process in the HCL Campaign flowchart.
  4. Do a test run in HCL Campaign.
  5. Do a production run in HCL Campaign.
  6. Perform response tracking.