How to Create a Scheduled Text Messaging Campaign

How to create a scheduled messaging campaign type in Sakari

Step 1

Select Create Campaign from the left navigation. 

Step 2

Select the Scheduled campaign type.  

PRO TIP: Learn more about the different message campaign types here: Message Campaign Types

 

Step 3

The campaign interface is broken out in to four sections:

  • Schedule - select a specific date and time, frequency or day of the month your messages are sent
  • Select Contacts - select which contacts will receive your message
  • Design Template - configure the message that will be sent to your contacts
  • Reporting - select to receive a message summary report by email after a delay. 

Step 4

Select your schedule.  

Scheduling options: 

  • Once - select a specific date and time to send your message. This message will run just once.
  • Daily - select a day of the week and time to send your message.  This message will continue to run automatically until your turn it off. 
  • Monthly - select a day of the month and time to send your message. This message will continue to run automatically until your turn it off. 



Step 5

Select your contacts.  Determine which contacts will receive your message by creating attribute filters and/or tag filters.  Your contacts must meet all filtering criteria. 

Note: The results of your filtering parameters will grow and shrink over time as your contacts list changes.  For example, if you create filters to send a message to all contacts with tags of "Driver", as new contacts are added with this tag, they will be included in future messages. 

 

Step 6

Generate your messaging template.  You can use an existing template, edit an existing template, or create a new template.
 

Step 7

Select your message reporting.  You can have a campaign message report automatically sent by email after a minute/hour/day delay of your choice. 

 

Step 8

You're done! Click Save