Setting up an SMS campaign involves a few initial configuration steps, but it allows you to reach your customers directly and promote new features effectively. Text messages are highly valuable today because they cut through the noise, ensuring your updates are seen almost instantly. This guide will walk you through the essentials, from preparing your audience to hitting send in Positive User.
Before sending a campaign, you need to have your audience available in your workspace. These contacts must have both a valid phone number and explicit SMS marketing consent. You can collect contacts automatically through the website tracking and form submissions, or by importing an existing database.
Ensure your import file is well-prepared with clear headers and consistent formatting to proceed with a smooth import and avoid losing data.
Go to “Data” → “Importers” and choose “Import Contacts”. Then upload or drag&drop the file.
Follow precise steps from our dedicated instruction about importing contacts.
During the import process, you can assign these contacts to different lists and apply tags for better targeting. Always double-check that you have the proper consent for all contacts.
To send SMS campaigns from Positive User, you need to connect a dedicated phone number. You can purchase this number from one of the SMS providers integrated with our platform.
Aircall: Voice and SMS support for modern sales and support teams. [LINK]
Autopay: Useful for automated notifications and mobile payments. [LINK]
ClickSend: Global support for SMS messages. [LINK]
cm.com: Enterprise-level global messaging solutions. [LINK]
Messente: High-security messaging for global delivery. [LINK]
MessageFlow: Focuses on high delivery rates for automated flows.
SerwerSMS: Specialized in European messaging markets.
SMSAPI: A popular global provider with easy setup.
Different markets and campaign purposes might require specific types of numbers, so it is important to review the requirements for your region. Please check our article about how to choose an SMS provider for more details.
Once you have your recipients and your phone number connected, you are ready to create the campaign. The previous steps are essential for your first launch, but future campaigns will be much faster since your contact database will already be growing and your number is ready to go.
Go to “Campaigns" → "SMS" → "New campaign".
Decide on the name of the campaign and its type.
Recipients: Use filters to select the specific segment/list of people who should receive the SMS.
Message: Create a message that will be sent to the contacts. Remember, that you can use dynamic content to personalize your content.
On the same page you need to choose the SMS account you want the campaign to be sent from.
Summary: Schedule the time for the campaign to be sent.
Activate the campaign.
More details about every step of this process is described in the following articles:
Once you have mastered the essentials of your first launch, you can start automating your SMS communication to save even more time.
