SMS Marketing
Design, send and track bulk SMS campaigns
The SMS Marketing module allows you to design, send and track bulk SMS campaigns with professional features.
Send bulk SMS to contact lists, track sending status, automatic link shortening with tracking, A/B Testing to optimize content, opt-out and blacklist management, IAP credits integration for SMS sending.
Create SMS campaign
Steps
1. Go to SMS Marketing → Mailings → Create.
2. Fill in Subject (internal title), Responsible (person in charge).
3. Select Recipients (SMS recipients) and Mailing Lists (contact lists).
4. Click Save to save the campaign.
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Subject | Tiêu đề | Internal title for campaign management. |
| Responsible | Người phụ trách | Person managing this SMS campaign. |
| Recipients | Người nhận | SMS recipients, can select from different models. |
| Mailing Lists | Danh sách gửi thư | Pre-created contact lists. |
Compose SMS content
In the SMS Body field, enter the message content. Limit is 160 characters for 1 SMS.
Key points
• Use placeholders: ${object.name}, ${object.phone} for personalization.
• Check Include opt-out link to add unsubscribe link.
• System automatically shortens links and tracks clicks.
Select recipients
Two ways to select recipients: from Mailing Lists or from other models.
Steps
1. From Mailing Lists: Select Recipients tab → check Mailing Lists → select list from dropdown.
2. From other models: Select Recipients → Select a model → choose model (Contacts, Leads, Customers) → set domain filter.
Manage contact lists
Steps
1. Go to SMS Marketing → Mailing Lists → Create.
2. Enter list name and click Save.
3. Open Mailing List → click Create Contact.
4. Fill in Name, Email, Phone, Mobile.
5. Or use Action → Import to bulk import from CSV.
Send bulk SMS
Send test before official sending to check content.
Steps
1. Test send: Open campaign → click Test → enter phone number → click Send SMS.
2. Send now: Check Send Directly → click Send.
3. Schedule send: Uncheck Send Directly → click Schedule → select date/time → click Schedule.
Track performance
View statistics cards on the campaign to track performance.
Key points
• Sent: Number of SMS sent.
• Received: Number of SMS received.
• Clicked: Number of people who clicked links.
• Bounced: Number of SMS bounced.
SMS Status
| Status | Meaning |
|---|---|
| Draft | Draft, not sent |
| In Queue | Waiting in queue |
| Sending | Currently sending |
| Sent | Sent |
| Received | Received |
| Bounced | Bounced |
| Error | Error |
A/B Testing SMS
Steps
1. Go to SMS Marketing → Campaigns → Create.
2. Check Enable A/B Testing.
3. Select Winner Selection: Manual (manual selection) or Highest Click Rate.
4. Create SMS version A.
5. Click Create Alternative to create version B with different content.
6. Set ratio: 20% A, 20% B, 60% winner.
7. After sending, winning version automatically sent to remaining 60%.
Manage opt-out
When Include opt-out link is checked, SMS will have unsubscribe link. When user clicks, system automatically marks opt-out.
Steps
1. Go to SMS Marketing → Mailing Lists.
2. Open list → click Contacts.
3. Filter Opt Out = Yes to see unsubscribed list.
Best practices
Key points
• Keep it short: 160 character limit, get straight to the point.
• Clear call-to-action: "Click link", "Call now", "Reply SMS".
• Personalize: Use recipient name.
• Avoid spam: Don't send more than 2-3 SMS/week.
• Good timing: 9am-11am and 5pm-7pm have high open rates.
• Manage IAP Credits: Check balance before sending, 1 credit = 1 SMS.
Common error handling
| Error | Cause | Solution |
|---|---|---|
| Missing Number | No phone number | Check phone/mobile field |
| Wrong Number Format | Wrong format | Use international format (+84...) |
| Insufficient Credit | Out of credits | Buy more credits |
| Blacklisted | Number blacklisted | Remove from blacklist |