--- updatedAt: 2026-07-28T10:31:50.000Z agentTools: siteIndex: https://documentation.bloomreach.com/llms.txt projectIndex: https://documentation.bloomreach.com/engagement/llms.txt --- # Set up SMS in scenarios Bloomreach lets you run personalized SMS campaigns through scenarios, enabling one-to-one communication with your customers. This guide walks you through adding the SMS action node to a [scenario](https://documentation.bloomreach.com/engagement/docs/introduction-to-scenarios), configuring its settings, and launching your campaign. ## Prerequisites Before you set up your SMS campaign in a scenario, review the [SMS campaigns documentation](https://documentation.bloomreach.com/engagement/docs/sms-campaigns). It covers: * Message size and character limits. * SMS customization options. * [Consent policies](https://documentation.bloomreach.com/engagement/docs/consent-management). * [How to include links in your messages](https://documentation.bloomreach.com/engagement/docs/campaign-link-shortener). ## Create a scenario Go to **Campaigns** > **Scenarios** and click **+ New scenario**. Configure your scenario's entry conditions before adding the SMS action node. ## Add the SMS action node In the scenario builder, find the **SMS** node in the **Nodes** panel and drag it onto the canvas. Click the node to open the template selection panel, where you can choose from: * **Blank SMS**: Start from scratch. * **Predefined templates**: Templates from the built-in template library. * **Project templates**: Templates you've built and stored in the [Asset Manager](https://documentation.bloomreach.com/engagement/docs/asset-manager). > 📘 **Note** > > Templates can be reused across campaigns. If you update a shared template, you'll be prompted to apply the new settings or keep your existing campaign settings. Click the SMS node in your scenario to access both template types. [block:image] { "images": [ { "image": [ "https://files.readme.io/43fb10caca9693a8ca82ed1e4a7be5f70c2b1852559e990cab978ee9ea1d7357-picture_1.png", "", "" ], "align": "center", "border": true, "caption": "SMS template selection page showing predefined templates." } ] } [/block] ## Configure the settings Access the SMS campaign settings through the **Settings** tab of the SMS action node. Some settings — link shortener, transfer identity to URL links, link transformation, and custom campaign tracking — are disabled by default in the template. Enable them in the template before creating a campaign to have them prefilled automatically. The following parameters are available: ### Campaign governance | Function | Description | | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Frequency policy | Defines how many SMS messages a customer can receive within a specified time frame. | | Consent category | Specifies which consent a customer must have to receive this campaign. Selecting the correct consent category is required for regulatory compliance — customers without the specified consent won't receive the message. For guidance on consent categories, see [SMS campaigns documentation](https://documentation.bloomreach.com/engagement/docs/sms-campaigns). | | Tracking consent category | Ensures you only track customers who have given specific permission. Opens and clicks in SMS campaigns are not tracked without a selected consent. | ### Link and tracking settings | Function | Description | | ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Link shortener | Shortens all hyperlinks in SMS/MMS automatically when enabled. | | Transfer identity to URL links | Available only when the link shortener is enabled. Uses URL links for customer identification. Options: Disabled, Enabled - first click only (recommended), Enabled - all clicks. | | Link transformation | Modifies UTM tags for campaign tracking. Auto: Applies default UTM settings. Manual: Lets you modify `utm_campaign`, `utm_medium`, and `utm_source` tags. | | Custom campaign tracking | Adds custom event attributes to campaign events across all campaign statuses. | [block:image] { "images": [ { "image": [ "https://files.readme.io/d2f84006819100fb30ea54e9ffe79f92728a1c1664549c05d576eb35ec864255-picture_2.png", "", "SMS campaign Settings tab showing frequency policy, consent, and link tracking options" ], "align": "center", "border": true, "caption": "SMS campaign Settings tab showing frequency policy, consent, and link options." } ] } [/block] ## Personalize the message Use the message editor to write your SMS content. Use [Jinja personalization](https://documentation.bloomreach.com/engagement/docs/jinja) to insert dynamic, customer-specific content — for example, first name or recent purchase. See Jinja personalization for syntax and examples. The editor also includes a character counter to track message length and automatic highlighting of special characters that may affect encoding. For messages that exceed a single SMS length, a fallback SMS option is available. [block:image] { "images": [ { "image": [ "https://files.readme.io/d23722cf72e82616ad8a2f1e2176a4bff31862d07a00f5319b0c0ae235733f82-picture_3.png", "", "SMS message editor with character counter and message preview" ], "align": "center", "border": true, "caption": "SMS campaign editor with message preview and character counter." } ] } [/block] ## Set up a sender profile To send SMS messages, set up an integration as a sender profile. Go to **Project settings** > **Campaigns** > **SMS / MMS / RCS**. For details, read the [SMS campaigns documentation](https://documentation.bloomreach.com/engagement/docs/sms-campaigns). ## Test your message Before launching, send a test message to verify your content. Click **Send test SMS** in the editor and choose one of two options: 1. Send to a specific phone number — for example, your own — to check how the message renders on a real device. 2. Send to a previewed customer to confirm personalisation and Jinja variables resolve correctly. [block:image] { "images": [ { "image": [ "https://files.readme.io/49a508753caaa41f8da36d482bb73e6fcbacbcdb8d1f7769c06b4841c5343128-picture_4.png", "", "Send test SMS dialog with options to send to a phone number or previewed customer" ], "align": "center", "border": true, "caption": "Send test SMS dialog with options to send to a phone number or a previewed customer." } ] } [/block] ## Launch the campaign Once you've configured your scenario, go to the scenario overview and click **Start**. Monitor send progress in the **Results** tab — you can track delivery status, click rates, and opt-outs as the campaign runs.