Learn how to create and send your SMS Campaign by following these steps.
Topics covered in this article:
Note: WordFly’s SMS beta program is available to organizations in the UK, Australia and New Zealand.
SMS stands for "short messaging service" and is a communication channel that allows marketers to connect with mobile users. Sending an SMS campaign is just like sending a text message to a friend, except in WordFly you're sending it to your mobile subscribers!
As with email marketing, SMS marketing follows specific rules in the countries you are sending to. We've written a support post about these guidelines. Take some time to review this before sending.
What to expect for a WordFly SMS campaign
- SMS must be enabled in your WordFly account. We offer a 30 day free trial - email us to get started!
- Organizations can pick an 11 character short name that becomes your "from name" for all messages.
- All users working on SMS Campaigns need to have both SMS permissions and Subscriber permissions. This will ensure the user is able to import SMS lists. Learn about permissions in this support article.
- Google Analytics tracking is optional for any SMS campaign.
- SMS messages can contain up to 160 characters in total.
- Links are converted to unique trackable short URLs for each subscriber.
- Personalization (First Name, Last Name etc) can be added using Data Fields. You can preview personalization before sending.
- SMS numbers must contain valid numbers with country codes included. Numbers may contain +, spaces and dashes (examples provided below).
- Reporting data is available after the SMS campaign is sent from the SMS send tab. We can track clicks and bounces. We can't track opens as this simply cannot be tracked from a phone (yet).
Examples of accepted SMS formats with UK country code 44,
+44 75 5379 7578
44 75 5379 7559
Follow these steps to send your SMS Campaigns from WordFly:
1. Go to SMS > Create a campaign.
2. Fill in the Settings for your SMS Campaign. Click Save when you are done.
Give your SMS a name and select a Label to easily organize your SMS Campaigns. Enable Google Analytics and Source Number tracking by checking the appropriate boxes.
3. Enter your SMS message in the mobile phone window.
4. Add data fields and other personalization to your SMS message.
Add First Name or other personalization with Data Fields.
-Next to Options click on Add data field.
-Use the dropdown to select the Data Field you would like to add (Ex, “First Name”).
-Enter your alternate in the section “If missing, write”, this will display with your list data is missing.
-Set a limit for your characters to ensure the data inserted from your list does not exceed the character limit.
-Click Insert to add the Data Field to your in progress SMS message.
-Next to Options click on Add link.
-Enter your link in the section “Enter URL”. Include http:// when adding the link.
-Click Insert to add the link to your in progress SMS message. Each link will be made into a shortened URL inside your SMS message.
Add special Characters.
-Next to Options click on Character set.
-Click on a special character you need to add to your SMS message.
-Click Insert to add the character to your in progress SMS message.
5. Select Save + Continue when you are done with your SMS message.
7. Map your fields during the import process. Click I'm Done when you are finished mapping.
Make sure to map your mobile number to the WordFly data field “SMS Number”. Do not map Email address during this import (if possible, omit email address from your list data file).
8. Import your list.
9. Under Testing, enter your mobile number (including area code), and click Send a Test.
10. Under Testing, use Subscriber Preview to see how your data fields populate in the SMS message.
11. Under Send, tell WordFly when to send your SMS.
Select ‘Now’ will send the SMS immediately. Select ‘In the future’ to schedule your SMS to send at another time.
12. Review your sent SMS Campaign!
Watch your SMS message come through on a mobile device. The message will come from your organization’s ‘short name’. Your short name is an alphanumeric name (up to 11 characters) assigned to your SMS account and set up during the onboarding process.