Creating an Automated SMS Campaign

Automated SMS campaigns send a sequence of text messages to users when they are added to a specified list. To create an automated SMS campaign, do the following:

1. In the Yext sidebar, click Campaigns. 
2. Click Create a Campaign. 
3. Select Automated Campaign.
4. Enter the campaign name and description, then click Continue.
5. Optionally, 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. 
6. Hover over the Campaign Scope card, then click +Add SMS List Trigger.
7. Select which list(s) trigger the campaign, then click Save.
   • Any time a new contact is added to one of the selected lists, this campaign will start sending them texts.
8. Click Add Next Step > Add SMS to add your first text to the campaign, then Save.
   • Optionally, change the name of the text. 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 text to go out.
9. Repeat step 8 until you have added all texts to the campaign.
10. When you're done adding texts, click Add Next Step > End Campaign. Then, 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.