How to reach out to members via SMS

Summary

Send one SMS to a whole segment of members, using a template and a saved segment. About 4 minutes · 8 steps. Also called: text message, bulk SMS, broadcast, notify members.

Prerequisites

  • An enabled template with its SMS Text written (see How to create a message template).
  • A segment holding the members you want to reach (see How to add an SMS segment).
  • Enough SMS Credits for everyone in the segment.

Step-by-step

  1. Sign in to CAMS.
  2. In the left menu, click Messages. Check SMS Credits in the header covers everyone you plan to text; click Recharge if it is short.
  3. In the header, click Send Message. The send form opens.
  4. Set Type to SMS. The SMS fields appear, and Company is usually filled in already.
    The Send Message form with Type (highlighted) set to SMS. Below it you pick the Company, the Template, and the Segment that receives the text.
    Figure 1: The Send Message form with Type (highlighted) set to SMS. Below it you pick the Company, the Template, and the Segment that receives the text.
  5. Confirm Company, then pick your Template. Only enabled templates appear.
  6. Pick a Sender. This is the name or number the text comes from.
  7. Pick the Segment that receives the message. Everyone its filters match gets one SMS.
  8. Click Send Message, then open the Logs tab. Your send shows Bulk as the Recipient, with its Sending Status, Credits and a Delivery count.

Tip: Click Test Message first, then open Logs and read the result. Fix any failure before the full send.

Common pitfalls & FAQ

  • My template is not in the Template list. Switch its Enable / Disable toggle on, on the Messages tab.
  • It says I do not have enough credits. Recharge first (see How to top up your SMS balance).
  • Only some members got it. A Delivery count with two different numbers means part of the batch failed. The next lesson shows how to read the batch and fix the cause.