Targeted SMS Messaging

This guide explains how to create and run mass SMS campaigns in Taino Solutions. It covers the steps for building targeted lists based on custom rules, ensuring your messages reach the right contacts efficiently.

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Juliana Menendez
  • 1 year ago
  • Published

Introduction to Targeted SMS Campaigns

In Taino Solutions, agents can run mass SMS campaigns targeting specific contact lists. These targeted lists are easily created from the platform and allow agents to reach a specific audience with personalized messages. This guide walks you through the process of creating and running SMS campaigns using Taino Solutions.

Step 1: Creating Target Contact Lists

Before creating an SMS campaign, you need to have a target list. These lists can be created under the Marketing section in the left navigation panel. Lists are generated based on rules, allowing agents to define criteria for selecting a set of customers or prospects that match certain conditions. For a detailed explanation on creating targeted lists, refer to the Targeted Contact Lists guide.

Step 2: Running an SMS Campaign

To create an SMS campaign, navigate to MarketingSMS Campaigns. On this page, you’ll see a list of running and completed campaigns. To start a new one, click the Create Campaign button in the top right corner.

Step 3: Configuring the Campaign

When creating the campaign, you’ll need to fill in some basic details:

  • Campaign Name: Give the campaign a descriptive name so you can easily identify it later (e.g., "Fall Promo for VIP Customers").
  • Message: Write the SMS message that will be sent to the selected contact list. You can use placeholders such as Customer First Name, Customer Last Name, or Customer Full Name, which will be automatically replaced with actual customer information when the message is sent.
  • Targeted Lists: Select one or more of the targeted contact lists that you’ve created. These lists define who will receive the SMS campaign.
SMS Campaign Creation

Sample Campaign Name and Message

Here’s an example of a campaign name and message you can use:

  • Campaign Name: "Fall Special Promo"
  • Message: "Hi [CustomerFirstName], we’re excited to offer you 20% off on all services this fall at Demo Insurance Agency! Call us at (555) 123-4567 to learn more."

Concluding Notes

The SMS Campaign feature in Taino Solutions provides agents with a simple way to reach customers and prospects with personalized, targeted messages. By using placeholders and pre-built contact lists, agents can easily automate SMS campaigns, saving time and improving engagement with their audience.

Watch the video below for a step-by-step tutorial:

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