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User Guides•v1.0.0•3 min read

Bulk SMS Campaigns & Templates

Create personalized SMS templates with dynamic merge tags, configure scheduled bulk blasts, and track campaign status.

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1. Creating an SMS Template

  1. Navigate to the Builder: Click on the Global Search bar (Cmd+K / Ctrl+K), type SMS, and select SMS Builder.
  2. Add Content: Drag the text element into the builder canvas and draft your message copy.
  3. Insert Merge Fields (Personalization):
    • Type double curly braces {{ to open the merge field picker.
    • Select or type the desired variable (e.g., contact.first_name or contact.email) to personalize the text.
    • Example: Hi {{contact.first_name}}, looking forward to our meeting tomorrow!
  4. Save the Template: Enter a name for your template in the top header and click Save.
    • Note: Saved templates can be used for bulk marketing blasts or inserted during live 1-on-1 telephony conversations.

2. Setting Up a Bulk Text Campaign

  1. Prepare Your Contact List: Ensure you have created and saved a List Filter targeting the intended audience (e.g., "Q3 Active Leads").
  2. Launch the Campaign:
    • From your filtered contact list view, click Launch Campaign.
    • Enter a descriptive name for your new campaign (e.g., "Summer Re-engagement SMS").
    • (Optional) Select a campaign Type to enable specialized analytics tracking.
    • Click Save to create the campaign draft.
  3. Apply the List Filter:
    • Select the filter you configured to target your recipients.
    • The system will display a live preview of matching contacts.
    • Click Continue.

3. Configuring Actions and Scheduling

  1. Select Action: Choose Text Campaign as the action type.
  2. Configure Phone Numbers:
    • Specify the recipient phone field (e.g., the contact's Main Phone field).
    • Select the outgoing system phone number or channel you are broadcasting from.
  3. Attach Content or Templates:
    • (Optional) Click Select a file if you wish to attach an MMS media asset.
    • Click Select a template and pick your saved SMS template from Part 1.
  4. Schedule Send:
    • Choose Send Now or pick a scheduled future date/time.
    • Note: Scheduled sends evaluate according to the workspace's configured timezone.
  5. Run Campaign: Click Schedule Campaign Run (or Send) to finalize.

4. Reviewing Campaign Status & Delivery

  1. Check Campaign Summary: After scheduling, you will land on the campaign summary view displaying recipient counts, delivery progress, and bounce metrics.
  2. Automated Status Notifications: Valstorm sends automated email summaries upon launch and completion detailing delivery rates and error logs.