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How do I set up a text campaign?

    Create text campaigns to send custom messages to customers in bulk.

    Before you begin: You must be set up as a user and be assigned the admin or manager role.

    Customize your settings before you create a campaign.

    Text campaigns require a phone number. You can use a phone number in your account, order a new phone number, or port a phone number from a previous carrier to use with your campaign.
    1. Sign in to our GoTo desktop/web app.
    2. Optional: To change the phone number the text campaign is sending from:
      1. Select Engage > Settings > General.
      2. Select the desired number from the drop-down menu.
      3. Select Save.
    3. From Engage > Campaigns, select + Add Campaign.
    4. Enter a campaign Name. Then select Next.
    5. Select contacts from your contact list or import a CSV of the contacts you want to message. A template is available if needed. Then select Next.
      Note: Imported contacts will become shareable with your team and can be accessed from Contacts > Shared contacts.
      You have the ability to send a test campaign to a single phone number. There is an associated credit cost per test.
    6. Write your message you would like to send. The following features are available to customize your campaign:
      • Message Assistant — Message Assistant will generate a customized message for you based on what your message is about, the tone and campaign type.
        Notice: By enabling Message Assistant in your settings, you understand and agree the use of this feature is subject to the GoTo AI Terms.
      • Templates — You can use an existing template or save your current message as a template for future use.
      • Variables — Use contact and company variables to personalize your campaign messages.
        Note: To edit company and contact variable information, navigate to Engage > Settings > Variables.
      • Surveys — Select an existing survey to add to your text campaign. If you haven't created a survey or need to create a new one, click here for instructions.
      • Emojis
      • If you have not already enabled an opt-out message or prepend a company name, you will be prompted with the option to enable these settings.
      Note: Messages longer than 160 characters will be split into multiple messages.
    7. Select Next.
    8. Schedule when you want your campaign to be sent and then select Next.
    9. Review the campaign for accuracy and then select Send campaign.
      Note: If any changes are needed, you can use the Cancel or Save draft options which will take you to the list of campaigns where you can then select the desired campaign to Edit or Delete before sending (if applicable).
    What to do next: To view a campaign's performance and details, navigate from Engage > Campaigns to see the text campaign overview page. All recipient responses will be available to interact with from your Inbox in the left navigation menu.