Create an SMS campaign

A campaign starts one of your flows for many people at once. Each person has a separate conversation, and the flow’s steps send the messages.

Get a flow ready

1. Open Flows and open the flow you want to use for the campaign.
2. Add the Campaign trigger next to any trigger it already has. If you’ll paste a list with extra columns, such as a first name, name them there.
3. Select Activate.

You also need an active number with its provider keys saved. See Use your own Twilio or Vonage account.

Set up the campaign

Nothing is sent until you launch.

1. Open Campaigns and select New campaign.
2. On Flow & goal, choose the flow. If you like, set a Goal to count how many conversations reach a card. This only counts results and does not change how messages are sent. Select Continue.
3. On Send from, choose the number. Replies come back to it. If you have only one number that can send, Send4 picks it and skips this step.
4. On Audience, add people from any of the tabs: Choose leads, Tagged leads or Paste numbers. All tabs add to the same recipient list, and each person is included only once.
5. On When, choose Send now or Schedule for, in your workspace’s timezone.
6. Still on When, check Only send during set hours, Sending pace and Accept replies for.

To paste a list with multiple columns, start with a header line such as phone,first_name, then add one person’s details per line, such as +44 7700 900123,Oliver.

Check and launch

1. On Review, name the campaign. Only you see the name.
2. Check Sending takes and What this will use.
3. Select Launch to 120 people. The button shows the number of recipients in your campaign.
4. In Launch this campaign?, select Launch campaign.

Anyone who has opted out, or is already in a conversation, is skipped.