Send SMS to Altru constituents

This article covers the info you will need to send an SMS campaign to constituents pulled in from Altru.

SMS campaign requirements

• SMS must be enabled in your WordFly account. 
• All people working on SMS campaigns need to have both SMS and Subscriber permissions.

• SMS numbers must contain valid numbers with country codes included. Numbers may contain +, spaces, and dashes.

  USA/Canada +1 Accepted formats	GB +44 Accepted formats
  +1 206 555-1212    1 206 555-1212    1 206 555 1212     12065551212	+44 75 5379 7578    44-75-5379-7568    44 75 5379 7559    447553797558

Add a query for SMS numbers in Altru

This is where you set up your subscribers to import into WordFly.

1. In Altru, go to Analysis > Information Library
2. Click Add an ad-hoc query
3. In the Select a Source View window, choose Constituent from the Record Type dropdown
4. Click Constituents, then OK. This will take you to the view where you can build your query.

5. INCLUDE RECORDS WHERE...
   The “Include records where” section tells WordFly which constituents to import for the campaign. Since it is an SMS campaign, you’ll want to make sure the constituents have a Cell Phone number with a country code and that they have not opted out. 

   At a minimum, you must include these fields in the “Include records where” section
   • Phones\Do not call is equal to No
   • and Phones\Phone type is equal to Cell Phone
   • and Phones\Country is equal to United States (and/or Canada)

   You may want to add more fields here to only pull in constituents who live in Canada, for example.
    

6. RESULTS FIELDS TO DISPLAY...
   The “Results fields to display” section provides the data that WordFly needs to send your email campaign.

   You must include these fields in the “Results fields to display” section
   • Constituent record
   • Phones\International Number

   You may want to add more fields here if you want to personalize your message with a First Name, for example.
    

7. Now, click the “Set save options” tab to tell Altru that this query should display when using WordFly.

   The Category on the Set Save Options tab must match the variable specified in the Ad-hoc query name that is listed for the account on the Altru Integration page in WordFly. (WordFly List Query)
   
   The Permissions must allow all users to run this query.

Import SMS numbers from Altru

To import constituents from Altru:
  •   You must have a user account in Altru
  •   You must have completed the authorization step on the Your Profile page

To send an SMS campaign, start by following steps 1-3 here: 
Send an SMS campaign

When you get to step 4 (Subscribers tab), follow these steps.

1. Click the Use an Altru list button
   
   

   If this button is greyed-out, you need to complete the authorization step. Click your name in the upper-right corner of the page to access the Your Profile page.
    
2. Select a Query from the list of queries you are authorized to access
   
   If no queries appear, check the Category and Permissions for queries in Altru.
   If you have not yet created a query, follow the instructions above.
    
3. Select an Appeal from the dropdown (Required) 
   
   This is required for sending event data back to Altru, e.g., unsubscribes and abuse complaints.
   If you have not yet created an appeal, learn how.
    

4. Map the fields in your Altru list to data fields that exist in WordFly
   
   You may need to create new data fields for mapping. We’ve provided the most commonly used fields. You only need to map the fields that are required for your email content. Be cautious when importing any Personally Identifiable Information (PII) data.

   Check that these columns are mapped before continuing:
   • Map INTERNATIONALNUMBER to SMS Number in WordFly (Required)
   • Map ID to CrmSubscriberId in WordFly (Required for sending event data to Altru)

5. Click Start importing