How do I set up a text campaign?

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Create SMS and MMS campaigns to send custom messages customers in bulk. Available for Customer Engagement Customers only.

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

Sign in to our GoTo desktop/ web app.
From Engage > Campaigns, select + Add Campaign.
Optional: At the top of the page, you can edit the campaign Name at any time during the creation process.
Select the desired phone number to use when sending the campaign message to customers.

Tip: Set a default phone number for future campaigns.

Write your message you would like to send. The following features are available to customize your campaign:

Note: Messages longer than 160 characters will be split into multiple messages.

Choice	Description
Message Assistant	Select the icon to use 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	Select the icon use an existing template or save your current message as a template for future use.
Variables	Select the icon and use contact and company variables to personalize your campaign messages.
Surveys	Select the and choose 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.
Attachments	Select the icon to add MMS files into your campaign message. Note: You can send up to 10 files in a single message with a maximum size of 2MB per message.
Links	Select the and add URL links to your text campaigns and decide how the URL links are displayed and presented to recipients. Enable shorten track link to convert URL links into click-track links for click metrics. Note: See the click metrics on the campaign overview page.

Optional: 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.
Select Next.
Select the contacts you would like to send the campaign to.

Note: The maximum number of contacts allowed per campaign depends on your plan. Please contact your sales rep for more information on the GoTo Customer Engagement plans, included features, and pricing.
- Contact groups
- Contacts from your contact list
- Import contacts from CSV
  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.
Select Next.
Schedule when you want your campaign to be sent.

Note: This feature may not be available with your plan. Please contact your sales rep for more information on the GoTo Customer Engagement plans, included features, and pricing.
Optional: Choose if you want to send campaigns to contacts with open conversations.
Select Next.
Review the campaign for accuracy.
Select Send campaign.

Note: Not ready to send your campaign yet? Select Save draft to save your progress. You can find your draft in Engage > Campaigns.

What to do next:

To view a campaign's performance and details, navigate from Engage > Campaigns and select the desired campaign to see the text campaign overview page.
All recipient responses will be available to interact with in the Inbox located in the left navigation menu.

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