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Getting started with SMS messages

Why use SMS in your campaigns?

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SMS is a powerful channel that allows you to reach customers effectively, especially when other messaging options are unavailable. With SMS, you can:

  • Contact customers who are not reachable via other channels. If a customer is not subscribed to push or email notifications, you can send an SMS instead.
  • Send transactional notifications, like order statuses, payment alerts, and security codes.
  • Send marketing offers. For customers who have agreed to receive promotional SMS, this channel can be even more effective than push notifications and emails.

Like push notifications, each SMS can be personalized by using Dynamic Content.

Prerequisites for sending SMS

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  1. Connect your SMS provider. Configure the SMS channel by connecting your provider in Settings → Configure Platforms → SMS. Learn how
  2. Import SMS contacts. Upload a CSV file with phone numbers.

Create an SMS preset (optional)

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If you plan to use a text preset, create it in the Content → SMS presets section.

Personalize SMS for better engagement

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Enhance user experience by sending personalized SMS tailored to user behavior and preferences.

Send SMS through the one-time SMS form or automate delivery with Customer Journey.

Send RCS messages through Twilio

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With Twilio on your own account, an SMS preset can carry a Twilio content template that phones receive as a branded RCS message with cards, carousels, or buttons. Phones without RCS get an SMS built from the template.

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Marketing SMS aren’t sent to phone numbers that opted out, for example, by replying STOP.

Track and analyze message performance

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To view statistics for each message, go to the Message History section.