SMS Campaigns (DEPRECATED)

⚠️ This feature has been removed as it was antithetical to the platform's purpose.

SMS Campaigns bulk sending functionality has been removed. SMS Workflows have been redesigned for agent guidance in conversations instead.

For information about SMS Workflows (agent guidance), see SMS Workflows.

Creating a Campaign

Basic Campaign

1. Navigate to SMS Campaigns page
2. Click New Campaign
3. Enter campaign name
4. Enter message template
5. Click Create Campaign

Message Templates

Use template variables to personalize messages:

• {name} - Replaced with recipient's name
• {company} - Replaced with recipient's company

Example:

Hi {name}, we have a special offer for {company}!

When sent, this becomes:

Hi John Doe, we have a special offer for Acme Corp!

Adding Recipients

Manual Entry

1. Select a campaign
2. Click Add Recipients (if available)
3. Enter recipient details:
   • Phone number (required, E.164 format)
   • Name (optional)
   • Company (optional)
4. Click Add

CSV Import

1. Select a campaign
2. Click Upload CSV
3. Download the template CSV (optional)
4. Prepare your CSV with columns:
   • phone_number (required)
   • name (optional)
   • company (optional)
5. Upload the CSV file

CSV Format:

phone_number,name,company
+14165551234,John Doe,Acme Corp
+14165555678,Jane Smith,Tech Inc

Flexible Column Names:
The system recognizes various column name formats:

• phone_number, phone, Phone, Phone Number
• name, Name, first_name, First Name
• company, Company, organization, Organization

Import Features:

• Automatic phone number formatting to E.164
• Duplicate detection (within file)
• Error reporting for invalid rows
• Validation of phone number format

Sending a Campaign

Before Sending

1. Verify campaign message template
2. Ensure recipients are added
3. Review recipient count
4. Check campaign status is "draft"

Sending Process

1. Select the campaign
2. Click Send Campaign
3. Confirm the action (cannot be undone)
4. Monitor sending progress

Sending Behavior:

• Messages are sent sequentially (one per recipient)
• 100ms delay between sends (rate limiting)
• Messages are personalized with template variables
• Status is tracked per recipient (sent, failed, pending)

Campaign Status

• Draft: Campaign created but not sent
• Sending: Campaign is currently being sent
• Completed: All messages have been processed

Recipient Status

• Pending: Not yet sent
• Sent: Successfully sent
• Failed: Sending failed (check error message)

Campaign Workflows

Campaigns can include automated workflows for advanced processing:

1. Select a campaign
2. Click Edit Workflow
3. Add workflow steps (see Workflows Guide)
4. Save workflow

Workflows can:

• Filter recipients before sending
• Schedule sends for specific times
• Add delays between steps
• Send conditionally based on criteria
• Save responses to database

Campaign Management

Viewing Campaign Status

1. Select a campaign
2. View recipient list with status indicators
3. Check sent/failed counts
4. Review individual recipient statuses

Updating Campaigns

Campaigns in "draft" status can be updated:

• Edit message template
• Add or remove recipients
• Modify workflow configuration
• Change campaign name

Note: Once sent, campaigns cannot be modified.

Campaign Analytics

Track campaign performance:

• Total recipients
• Sent count
• Failed count
• Success rate

Best Practices

1. Test First: Send test messages before large campaigns
2. Personalize: Use template variables for better engagement
3. Comply: Ensure compliance with SMS regulations (opt-in, opt-out)
4. Monitor: Watch for failed sends and investigate errors
5. Segment: Use workflows to segment and target recipients

Troubleshooting

Campaign Not Sending

• Verify campaign has recipients
• Check tenant has configured phone number
• Ensure Telnyx API key is valid
• Review error messages for specific issues

Recipients Not Receiving Messages

• Verify phone numbers are in E.164 format
• Check Telnyx account for delivery status
• Review recipient status in campaign details
• Check for phone number validation errors

CSV Import Errors

• Verify CSV format matches template
• Check phone numbers are valid
• Ensure required columns are present
• Review error details for specific rows

For more troubleshooting help, see Troubleshooting Guide.

Related Documentation

• Workflows Guide - Automate campaign processing
• Conversations Guide - Manage individual conversations
• API Reference - Programmatic campaign management