How to create a new SMS campaign using a template?

This article will show you how to build an SMS campaign using a pre-made template

Go to Marketing > Compose SMS.

Right away, you'll see a list of templates curated for you by Phorest. Single-click on a template to see a preview of what it will look like. 


Click Use Template when you're ready to continue.

Next, make any edits or adjustments to the template to suit your preference.

You can click Send a test, then enter your phone number to send a preview SMS to yourself.


Note: Test SMS are charged at your standard SMS rate.

When you're ready to continue, click Select Recipients to choose the clients you'd like to receive the SMS.


For more information on filtering to a specific Client Group, check out this guide.

On the final screen, you'll see the total number of clients that will receive your SMS and will be able to choose to send your campaign instantly by clicking Send My Campaign, or you can schedule your campaign to send the SMS at a particular date & time.


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