Periodic Text Messages

Periodic messages sent for marketing purposes require customers to actively express consent in writing (e.g. double opt-in) to receive your text messages.

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When crafting your message content, it’s important to understand compliance before you send a message. Prior express written consent from your customers is mandatory.

It is always a good idea to contact an attorney to seek additional advice pertaining to TCPA (Telephone Consumer Protection Act) and SMS —text marketing best practices in general.

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The below is a step-by-step guide on how to setup a marketing message via campaign and campaign notifications:

Via Campaign

A campaign text message is strictly marketing message sent to a defined audience.

• Navigate to Campaigns > Create
• Select the automation type Date & Time or Recurring and click Next Step
• Note: The Recurring campaign requires additional interval details to be defined before clicking Next Step
• Select to Send Text Message
• Enter your text message content and click Next Step.
• Note: The Date & Time campaign requires additional scheduling to be defined before clicking Next Step
• Define your Audience segment and click Next Step. For more info, see Audience Filters
• Enter a unique and easy to understand campaign name for your internal reference
• Define the start and end dates
• Review and confirm by clicking to Schedule your campaign

Via Campaign Text Notification

A campaign text notification is a text message send that occurs at the time of a specified event.

• Navigate to Campaigns > Notifications
• Add a new notification
• Select the event that will trigger the notification and click Next. 
• Enter a unique and easy to understand event name
  Note: fields may vary based on event type, enter all required information
• Select the to medium of the notification — in this use case, you will select Text message
  Note: Medium options will only be displayed if the integration is enabled.
• Enter your text message content. 
• Enter the start and end dates
• Review and Create your new notification.