SMS Campaigns Module
Bloomreach Engagement enables you to run personalized SMS campaigns that allow for one-to-one communication with your customers. This article explains how to set up a campaign in the SMS campaigns module.
Refer to our main SMS Campaigns documentation for information on:
Set up SMS campaigns
Create an SMS Campaign
Go to Campaigns > SMS Campaigns and click on + New SMS Campaign.
Choose the template
You can either build your SMS campaign from scratch or use our Predefined templates or Project templates.
- Predefined templates are part of the built-in library of templates that can be reused during the campaign creation process.
- Project templates are templates you build within the Asset Manager. These templates can be re-used during the campaign creation process.
Access to a list of predefined or project templates is visible when you click on the + New SMS Campaign button.
Template settings
SMS template settings are disabled by default. If you enable the settings, it includes:
- Link shortener
- Transfer identity to URL links
- Link transformation
- Custom campaign tracking
When you create a new SMS campaign using a template, the campaign settings will be prefilled if the template settings are enabled.
You do not have to configure the settings every time for the same template. When you change a template in an existing campaign, you will have the option to apply the settings from the template or to not apply them, and keep the existing campaign settings unchanged.
Customize your SMS
Once you choose your template, you can adapt the message to your needs and personalize it. Choose the sender and customize.
The message and media to be sent can be typed within a user-friendly editor with an option to include Jinja personalization. The editor also displays a character counter and automatically highlights special characters. It also allows you to define fallback SMS with limited automatic message splitting.
Configure the settings
You can access SMS campaign settings through the SMS campaigns module in Settings. In this tab, you can configure various SMS parameters:
| Function | Description |
|---|---|
| Schedule | Options: - Right after launching the campaign. - Every time a specified event is tracked for each customer. - On a specified day and time. - At the predicted optimal time when the customer is most likely to click on the link in the SMS. |
| Frequency Policy | It defines the number of SMS messages that a customer can receive within a specified timeframe. |
| Consent category | Choose which consent is required for a customer to have to receive this campaign. |
| Link shortener | When enabled, it automatically shortens all hyperlinks in SMS/MMS. |
| Transfer identity to URL links | - It can be managed only if the Link shortener is enabled. - Using URL links for customer identification. - Options: 1. Disabled 2. Enabled - first click only (recommended) 3. Enabled - all clicks |
| Link transformation | Auto: default UTM settings Manual: modify the UTM tags utm_campaign, utm_medium, and utm_source |
| Custom campaign tracking | It allows you to add custom event attributes to be tracked in the campaign events for all statuses of the campaigns. |
| Audience | It is used to define the custom audience that will receive the SMS campaign using customer filters. |
| Silent hours | Temporarily pause campaign sending during designated silent hours, such as at night or on Sundays. |
Test the message
You can preview your final SMS message before you send it or test it for the selected group of your customers.
You can test your SMS message through the editor when you click the Send test SMS button. You have 2 options:
- You can send it to a specific provided phone number (for example, you can send it to yourself).
- You can send it to the previewed customer.
Run the campaign
Once you have created your SMS campaign and made all the necessary adaptations, you are ready to run it.
SMS campaign version history
You can restore accidentally deleted versions and continue your work where you ended. SMS Campaigns history also offers a view of changes, showing specific versions that have been changed.
You can access the version history when you:
- Open your SMS campaign.
- Click on the three-dots menu.
- Navigate to SMS Campaign history.
If you click on each version, you can preview the historical changes. You can then revert to it or make a copy of it. In the SMS Campaigns list view, you can also restore a deleted SMS campaign.
Evaluate campaign success
The SMS campaign module provides an evaluation dashboard. The dashboard displays multiple metrics that indicate your SMS campaign's performance. You can analyze data for:
- SMS performance
- Audience engagement
- Conversion funnel
- Failed sends
- Deliveries
Updated 13 days ago