Sending SMS messages in programs

Contents

Creating a Triggered SMS profile
Using the 'Send SMS' node in a program
Deleting or disabling a Triggered SMS profile

Summary

The Send SMS node can be used to automatically send an SMS message to your contacts.

This node allows you to re-engage with your contacts through SMS, and, unlike the broadcast SMS tool, you can use contact data field values in the SMS node to personalise your message.

After you've created a Triggered SMS profile, you'll be able to drag and drop a Send SMS node into your programs.

SMS credits

Each send of an SMS message costs one SMS credit. To check how many SMS credits you have, go to the 'Send campaign' page of the SMS tool.

Creating a Triggered SMS profile

Each SMS profile must be linked to a unique SMS from name

  1. From your account settings menu, go to Channel extensions > Triggered SMS

    Account_settings_Channel_management.png
  2. Click New profile
  3. Enter a name for your profile
  4. From the 'Choose a from name' dropdown, select the SMS from name that you want your contacts to see when they receive a message from you
  5. From the 'Choose a data field' dropdown, select the name of the contact data field that contains your contacts' phone numbers

    International calling codes

    Phone numbers must be prefixed with an international calling code, for example +44 for the UK.

  6. Make sure the status of the profile is Enabled
  7. Click Save

Triggered_SMS_Channel_profile.png

Using the 'Send SMS' node in a program

The place in which you add a Send SMS node to a program is the point at which contacts who reach that node are automatically sent the SMS message.

  1. Drag and drop the node onto the canvas
  2. Click the node to configure it
    Program_builder_Send_SMS_node.png
  3. From the 'Profile' dropdown, select a profile. By default, your default profile is selected.
  4. Write an SMS message to send. You can personalise your message with contact data field values.
    Program_builder_Send_SMS_node_message.png
  5. Click Preview to review your message

Deleting or disabling a Triggered SMS profile

Please note (before deleting or disabling a profile)

  • You can't delete or disable a profile that's in use in an active program
  • Disabling a profile stops users from selecting the profile in a node until you enable the profile again

To delete a Triggered SMS profile:

  1. From your account settings, go to Channel management > Triggered SMS
  2. Select the checkbox next to the name of the profile you want to delete
  3. Click Delete

To disable a Triggered SMS profile:

  1. From your account settings, go to Channel management > Triggered SMS
  2. Click the name of the profile you want to disable
  3. Select Disabled next to the 'Status' field
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