HelloSend: Send Customized SMS Campaigns from Zoho CRM with Ease
Looking to run effective SMS campaigns directly from Zoho CRM? HelloSend helps you deliver personalized text messages to your leads and customers in just a few clicks. Whether it's promotional messages, reminders, or updates, HelloSend enables you to launch targeted SMS campaigns without leaving your CRM.
With powerful features like bulk SMS sending, message scheduling, and real-time delivery tracking, HelloSend turns your Zoho CRM into a complete SMS marketing platform. Increase open rates, boost engagement, and drive more conversions—all through a seamless CRM integration.
✅ Steps to Send an SMS Campaign
Access the ZOHO CRM platform and navigate to the Contacts/Leads/Deals section.
Select the Contacts or Leads or Deals that you want to include in the SMS campaign.
At the top of the contact list, click the HelloSend Campaign button
Craft Your Message Compose your SMS campaign in the message body.
Optionally, attach media files like images or videos to enrich your message.
Choose 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 (Schedule Message)
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.
Launch Campaign
Click the "Launch" button to initiate the SMS campaign and deliver the messages to the selected contacts.
To Track Campaign performance, click on "View Report" or check the campaign history within the CRM.
Monitor Your Campaign (Overview)
After the campaign is created, click the 'View Report' button to navigate to the Overview page, where you can monitor 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
Running SMS campaigns through HelloSend in Zoho CRM offers a fast, effective, and personalized way to reach your audience directly. Whether you're launching immediate promotions or scheduling future outreach, HelloSend's seamless integration empowers you to deliver high-impact messages with ease. By tracking key performance metrics, you gain valuable insights that help refine your strategy, boost engagement, and drive better results over time.
Start leveraging SMS within Zoho CRM today—and turn conversations into conversions with HelloSend.
🔹 Benefits of Using HelloSend SMS Campaigns in Zoho CRM
Seamless Integration – Launch campaigns directly from your Zoho CRM Contacts or Deals view.
Personalized Messaging – Customize messages using contact or deal-specific fields for better engagement.
Flexible Scheduling – Choose between immediate delivery or schedule messages for future dates.
Rich Media Support – Enhance your campaigns with images, videos, and other media attachments.
Real-Time Analytics – Track delivery, responses, and performance metrics instantly from the Overview dashboard.
Improved Targeting – Filter and segment your audience for more precise, high-conversion outreach.
Time-Saving Automation – Automate follow-ups and reminders with scheduled campaigns.
Higher Engagement Rates – Reach users on their most-used platform—SMS—for faster and more effective communication.
.png)
