HelloSend’s SMS Campaign feature allows you to create and send targeted text messages using dynamic CRM field placeholders like {FirstName} or {Phone}. It supports mass messaging, making it easy for businesses to engage a wide audience from within their CRM.
This strategy is ideal for marketing, customer engagement, and important updates. With features like personalization, filtering, templates, and scheduling, HelloSend ensures your messages are timely, relevant, and effective.
Why Use SMS Campaigns in HelloSend?
- Personalized Messaging with dynamic CRM placeholders (e.g., {FirstName}, {Phone})
- CRM Segmentation to target specific contact lists or filtered groups
- Time-Saving Templates for reusable, pre-approved SMS messages
- Automated Scheduling to send messages at the perfect time
Supported Integrations
Supported Channels
1Create a New SMS Campaign
- Open HelloSend and navigate to the Messaging section in the sidebar.
- Select the Campaign.
- Click the Create button to start your campaign.
2Enter Campaign Details
- Provide a friendly campaign name for easy identification.
- Select the SMS-enabled number that will be used to send messages.
- Choose the relevant CRM module where this campaign will be applied (Leads, Deals, Contacts, Accounts, etc.).
Note: HelloSend supports CSV import, allowing you to upload contacts in bulk for your SMS campaign.
Map the appropriate phone fields from your CRM to ensure accurate message delivery.
3Apply Filters
Use filters to narrow down your audience for more targeted messaging:
- Created Date – Contacts added after a specific date
- Last Contacted – Reach out to recently engaged leads
- Last Purchase Date – Retarget recent buyers or lapsed customers
Filtering helps improve conversions by targeting the right people with the right message at the right time.
4Message Content
- If a template is available, select and use it for the campaign.
- If no template is selected, manually type your message in the message area.
5Choose Delivery Options
HelloSend provides two delivery options based on your scheduling needs:
Immediate Delivery:
- Sends the SMS campaign instantly to the selected recipients.
- Ideal for time-sensitive messages, flash sales, or urgent updates.
- Ensures immediate delivery and engagement.
Custom Date Delivery:
- Allows you to schedule the SMS campaign for a specific date and time.
- Useful for planned promotions, event reminders, or automated follow-ups.
- Helps optimize delivery timing for better response rates.
6Launch Campaign
Once everything is set, click the Launch button to send the campaign.
7Monitor Your Campaign (Overview)
Once the campaign is created, you will be automatically redirected to the Overview page, where you can track its progress and performance.
How to Track Your Campaign
Click on the campaign name to view detailed analytics such as delivery status, responses, and engagement rates.
Key Metrics in SMS Campaign Monitoring
- Total Planned – The total number of recipients targeted for the campaign.
- In Progress – Messages currently being processed and sent.
- Awaiting Status – Messages that are queued and waiting for an update.
- Delivered – The number of SMS messages successfully delivered.
- Failure – Messages that failed due to invalid numbers, network issues, or other errors.
- Skipped – Contacts excluded from the campaign due to filters, opt-outs, or duplicate entries.
Campaign Logs give you a detailed report of every message sent through your SMS campaign. These logs help you track delivery status, troubleshoot failures, and monitor overall campaign performance in real-time.
By analyzing these metrics, you can optimize future campaigns and improve engagement rates. 🚀
Conclusion
HelloSend's SMS Campaign feature empowers you to deliver personalized, timely, and targeted messages directly from your CRM. With dynamic field mapping, filtering options, and flexible delivery schedules, it ensures your outreach is relevant and impactful. From setup to real-time monitoring, the campaign process is streamlined for efficiency and effectiveness.
🔹 Benefits of Using HelloSend SMS Campaigns
- 📢 Targeted Outreach – Reach the right contacts with filters like Last Contacted or Purchase Date.
- 🧠 Smart Personalization – Use dynamic CRM fields to make messages feel one-to-one.
- ⏱ Flexible Scheduling – Send messages immediately or schedule them for future delivery.
- 📊 Real-Time Tracking – Monitor key metrics like delivery, engagement, and failures.
- 📥 Easy Import – Upload contacts via CSV for quick campaign setup.
- 🔄 CRM Integration – Seamless access to CRM modules like Leads, Deals, and Contacts.
