How To Create A Successful SMS Campaign Using The Trigger Menu?

How To Create A Successful SMS Campaign Using The Trigger Menu?

In the previous article, we discussed how to create an email campaign for your business with the "Trigger" menu (CLICK HERE to know more about email campaigns). Business account users can also use SMS as a mode of a trigger to run a campaign to welcome new leads and advertise their business services.

Let us take a look at how to use the "Trigger" menu to create a successful SMS campaign.

STEP 1

Using your login credentials access the admin panel of your Growth99+ account. Click on the "Trigger" menu to create a new SMS trigger. Refer to the below image.




STEP 2

You will see a list of all the previously created triggers on the page. On the right, top corner of the page you will see a blue "Create Trigger" button. Click on it to proceed with creating a new trigger.



STEP 3

The "Start" option has a data field where you can type the name that you wish to give the trigger. Type a suitable name and click on the blue-colored button titled "Next". Here will be using the example of creating an SMS template to welcome new leads. (CLICK HERE to know how to create an SMS template)





STEP 4

Proceed to select the module as "Leads" and click the "Next" button again. You now need to select, from the dropdown, the source that has captured the lead. We have used the example of contact Forms, which implies that when you activate the trigger, an SMS will be sent to all leads captured via contact forms. Select the option of the contact form from the dropdown and click on the "Next" button. Refer to the below image.




STEP 5

In the next step, we need to add the conditions. In this case, it will be SMS.  From the dropdown choose the trigger target as "Leads". Select the SMS template of your choice, we have selected the one titled "SMS to new lead".
Click on the "Next" button. Refer to the below image.



STEP 6

Set a suitable time duration after which your trigger will be activated. Here we have set the duration to zero minutes, which means that a welcome SMS will be sent immediately to all new leads generated through the contact form. To create another SMS trigger proceed by clicking on the "Add another condition" button.




STEP 7

Choose "SMS" as the mode of the trigger and proceed to select another SMS template from the dropdown. In the below image we have selected the example of an SMS template titled "Thanks for joining our list" Please note that the trigger target for an SMS campaign will always be "Lead". Click on the "Next" button to continue.



 



STEP 8

Select a time duration when you want to activate the trigger. In the below image we have selected five minutes as an example; which implies that the SMS will be sent out five minutes after a new lead is generated from contact forms. Proceed to click on the "Add another condition" button to add more SMS templates, you can even space your SMS between alternate days over a period of 30 days or more!




Congratulations! You have successfully created an SMS campaign for your business. 

Note:
1. The email/SMS campaigns can be run for days with a single trigger depending upon the way you wish to schedule.
2. If any lead/patient doesn't want to be a part of your SMS campaign, by replying "STOP" to your SMS, they can opt out of any further SMS campaign or automated SMS from your business sent by the G99+ platform.



For more information contact us at product@growth99.com






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