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Overview

SMS campaigns help marketers to send a campaign using an SMS.

The following are steps to create an SMS campaign:

  1. Configure SMS settings to send an SMS campaign
  2. Select target users for the SMS campaign
  3. Create the content of the SMS campaign
  4. Set the time when the SMS campaign is sent

SMS Configuration

MoEngage provides integration with the following SMS providers. If you want to integrate other connectors, refer to set the custom connector.

SMS Gupshup
Use the login credentials such as the Username and Password using either the SMS Gupshup credentials (if you have opened a direct account) or MoEngage credentials (if you used MoEngage to open an account for you).
Solutions Infini
Set your API Secret and the Sender ID using either Solutions Infini (if you have opened a direct account) or MoEngage (if you used MoEngage to open an account for you).
Sinch (US only)
Set your API Token and Service Plan ID using either your Sinch dashboard (if you have opened a direct account) or MoEngage (if you used MoEngage to open an account for you).

 

Sinch Connector is available only for users based in the United States of America (US)

Sinch Connectors are enabled only when multiple senders and connectors enabled for your account.

For more information on this, refer to Multiple Senders and Connectors.

Set the SMS Connector Configuration

Follow these configuration steps to integrate the connectors:

  1. Navigate to MoEngage Dashboard > Settings > Channel > SMS & Connectors and click on SMS Connector Config.

SMSConfig.png

Configure the SMS Connector

Follow these steps to configure a specific SMS connector:

  1. Navigate to MoEngage Dashboard > Settings > Channel > SMS & Connectors and click on SMS General Settings.
  2. Click the Current Provider drop-down to select the SMS Provider.
  3. You should also set the attribute which saves your User's Mobile Number so that our system know which attribute, the end user Mobile number has to be picked from, before sending a SMS.

SMSGeneralSettings.png

Configure Frequency Capping and Do Not Disturb settings

Frequency Capping(FC) regulates the number of messages being sent in a certain duration.

Follow these steps to configure the SMS campaign FC and DND options:

  1. Navigate to MoEngage Dashboard > Settings > Channel > SMS & Connectors and click on FC & DND to set frequency capping for your SMS campaigns . For more information, refer to Frequency Capping for SMS.

SMSFC.png

Create SMS Campaign

To create an SMS campaign,

  1. Navigate to MoEngage Dashboard > Campaigns,
  2. Click Create Campaign > Connector Campaigns > SMS & Connectors
  3. Click Create to create the SMS campaign for:
      • General 
      • Smart Trigger
      • Connector
      • Facebook Audience

CreateCampaign.png

Target Audience

GeneralSMSTargetAudience.png

Follow these steps to create a name and select the target audience for the SMS campaign:

  1. Type the name, select the user attribute such as the mobile number and create campaign tags to easily search for the created SMS campaign.
    CampaignName.png
  2. If the campaign type is a Smart Trigger, then SMS campaigns are sent based on trigger conditions. For example, you want to trigger an SMS when the user has opened the app and has not made a purchase within two hours of opening the App.

    SMSST.png

  3. Select the target audience from one of the following:
    SelectAudience.png

    • All users - Allows you to target all your users

    • Filter users by - Allows filtering of users based on the following options:

      • User Property - Allow you to target your user based on user property such as first seen, last seen, city and so on.

      • User Behaviour - Allow you to target your user based on user behavior based on the event such as app/site opened, viewed product and so on. 

      • User Affinity - Allow you to target your user based on user affinity such as predominantly notification clicked, the minimum number of times email viewed on browser and so on. For more information on user affinity, refer to Affinity Segments.

      • Custom Segment - Allows you to target a pre-created custom segment.

  4. Click the Global control group in Enable control groups to create an SMS campaign for a particular control group.
    For more information, refer to Global Control Group.

Click Next or use the tabs on the top of the create campaign navigation.

Content

Follow these steps to create the content for the SMS campaign:

Content.png

  1. Select the SMS Connector from the SMS sender drop-down. 
    SelectSMSConnector.png
  2. Follow these steps to create the content for the SMS:
    • Type the content that is displayed in the SMS in Message.
      Message.png
    • Personalize your message by typing @ in the message box.
      SMSPersonalization.png
    • You will see the character count of your message as well as SMS count.
      mceclip1.png
    • Add the URL in the SMS message to track SMS click for URL.
      MoEngage will use URL shortening services to shorten your URL and then track the users who clicked the URL. 
  3. Test your SMS campaign
    TestCampaign.png

Click Next or use the tabs on the top of the create campaign navigation.

Schedule and Goals

Follow these steps to set the schedule at which the SMS campaign is sent and conversion goals for the SMS campaign.

ScheduleandGoals.png

  1. In Send Campaign, select one of the following:
    • As soon as possible - Send the campaign as soon you finish creating it.
    • At specific date and time - Select the date and time at which you want to send the campaign.
    • On a periodic basis - Send the campaign on a recurring basis at a specific frequency.
      SendCampaign.png
  2. Set the conversion goal for the SMS campaign and set until when the conversion goal is tracked.
    ConversionGoals.png
  3. Click Ignore Frequency Cap to ignore the capping for your SMS campaign when you want to ignore the capping but want this campaign to be counted. For example, the frequency capping value is set to three. You have sent three campaigns today to a group of users. You realize that the SMS triggered by this campaign is urgent and should go on high priority even though some customers have already received three campaigns. If you will use Ignore Frequency Cap, people who have already received 3 campaigns will receive this one as well. If you use Count for Frequency capping, people who would have received 2 communications already and send this as well, their receipt count will become 3 after this campaign is sent.
  4. Type the number of requests per minute sent for the SMS campaign. For example, send the request URL with a default of 1000 rpm (minimum of 100 requests per minute).
    DeliveryControls.png

     

    If estimated time to send the campaign exceeds 4 hours, we will automatically increase the requests per minute to finish sending in 4 hours.

If you have successfully created the campaign, you will be taken to the Analytics page. For more information refer to Campaign Analytics.

 

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