Creating a Scheduled SMS Campaign
- In the Yext sidebar, click Campaigns.
- Click Create a Campaign.
- Select Scheduled Campaign.
- Enter the campaign name and description, then click Continue.
- Click the Campaign Scope card to select entities, then click Save.
- Campaign Scope determines which entities can use the campaign, and limits the potential audience to only contacts that are associated with the chosen entities.
- Hover over the Campaign Scope card and select Add SMS Channel.
- Click the SMS Channel card to configure the audience, then click Save.
- You can select individual contacts or lists of contacts you want to include in or exclude from the campaign.
- Click Add Next Step > Add SMS.
- Click the New SMS card to configure your first text in the campaign, then click Save.
- Optionally, change the name of the message. This name change is not visible to the recipient.
- Under Message, add the text of the message. Optionally, click the + icon to include variables in the message, which resolve to the Knowledge Graph for each specified entity.
- Select the date and time you want the first text to go out.
- Repeat steps 8 and 9 until you’ve added all the desired texts to the campaign.
- Click Add Next Step > End Campaign.
- Do one of the following:
- To save it as a draft, click the back arrow.
- To activate the campaign, change the Inactive toggle to Active.
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