SmartSMS campaigns can be created by clicking on the menu item – Mass SmartSMS.
To create a SmartSMS campaign, you need:
In the Mass SmartSMS menu, click the + Create new button and enter the desired name of the campaign.
After that, the system navigates to the Customer data request page.
As you can see on the picture, the system warns you that you need to upload the desired customer list in .csv, .xls and .xlsx file formats.
To prepare the appropriate customer data/database, we recommend the following this guide: Database upload and management
For our current example, we saved the following content as xls:
| name | phone | address | |
|---|---|---|---|
| Support | 3612550991 | Budapest, Fehérvári út 99, 1119 | support@comnica.com |
| Finance | 3612550993 | Budapest, Fehérvári út 99, 1119 | finance@comnica.com |
| Sales | 3612550994 | Budapest, Fehérvári út 99, 1119 | sales@comnica.com |
The header contains the name of the given column. Specifying a header is mandatory!
To successfully upload customer data, select the phone number field/column. The headers of the uploaded columns are visible in the drop-down menu. Here, the header (column) containing the phone number must be selected. The content of this field will be dialed by the system.
Deleting duplicated rows
In case the uploaded customer data contains duplicate values, then based on the selected contact column, the system closes the duplicate (multiple occurring) data rows, when the option is active. The system warns about the number of rows to be terminated.
The database fields (uploaded customer data headers) shown on the right can also be used to write messages. By embedding the database fields, the message can be more personable (depending on the available customer data), for example:
Dear [%record.name%]!
In the text field, the estimated number of characters and the corresponding possible message length (approximately how many SMS messages are sent) are displayed solely for informational purposes.
At the bottom of the page, you can select the desired character encoding, which affects the length of the sent messages. You can see more about character encoding by clicking here.
By clicking on the drop-down on the right side (above the field values), you can choose already created
Those surveys or landing pages can be embedded in the message using the drag-and-drop method (place the mouse pointer over the desired option and move it into the text box while holding down the left mouse button).
In the last step (Summary), we can go back and modify the message and settings or finalize the created template.
Using the drop-down menu, you can set the sending time of the SmartSMS project, inactivate it or send it immediately by one click. Robinson lists can also be assigned after finalization, with which prohibited phone numbers are filtered from the customer data/list.
Before sending, the text of the message, the SMS template can be changed by clicking the “Modify” button. Once the message is finalized, the message can no longer be edited.
With the “Send test” button in the upper right corner, you can enter your own phone number in the pop-up panel, which can be used to check how many messages it will be and how it will appear to the recipients. The test message will be sent to the specified phone number with the data of a randomly selected record of the uploaded customer list.
The content of the message can also be viewed on the database tab.
The statistics show the data of the uploaded customer list (bad numbers – loaded in a format that the system cannot understand, duplicate numbers – multiple occurrences, robinson numbers – numbers in the assigned robinson list, to which the message is not sent). You can also find the percentage of clicks (“Click through rate”). Next to the statistics, you can see the estimated number of sent messages.
After sending, the statistics section (3.) is supplemented with a “Delivery report” statistic. The delivery report shows the status of the sent messages:
On the Database tab, you can see:
The Test messages tab shows the sent test messages.
