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SMS: Configuring a Campaign

Owned by Olanike Dairo (Unlicensed)
Last updated: Aug 23, 2022 by Jean Luc Ugirashebuja
3 min read

This document will help users to create an SMS campaign that they want to send to the customers;

This action can be done by:

  • Cscc Supervisor
  • Cscc Manager
  • Pulse Support

SMS Centre has two types of messages that you can send,

  • Automated messages e.g. reminders, payments
  • Non-automated messages e.g. campaigns

To create a campaign, a user needs to have the following set out:

  • Template- Text Body
  • Data Source- Target Audience
  • Schedule
  • Provider

Template

The Template module is creating the main body of the text following the below Steps: 

  • Go to SMS Center → Template → Create  → Name the Template

  • After naming a template → Add item → Select Template → Select Language → Type the Body  →  Save

Data Source


Under the data source tab, this is where the user will be creating a target audience to send mass messages to.

These messages are usually based on the conditions of the target audience e.g. Customers that are late, or customers from a specific location.ce:




  • Name: is the data source
  • Type of source: Is always Internal
  • Models: will be bboxx.crm.application
  • Domain: Will be the target audience
  • Mobile number field: is where you select the field from the crm. application. In this case, you will use the phone.
  • Language: will be your preferred language 
  • The number of targets: is how many people will receive your text

Schedule

The schedule determines when the SMS will be sent.

At present we are only using a daily schedule for sending an SMS message, therefore you won’t be required to create new schedules in this tab.

Provider


Bboxx uses Africa’s Talking as a provider, Bboxx mainly uses Africa’s Talking due to it being more cost-effective for the service.

You will not be required to create new providers in this tab.


The user has to select the Provider depending on the NGU being used configure eg: Rwanda uses African'sTalking Rwanda and Kenya uses African'sTalking Main Account by names. 

The save to start using the campaign created. 

BBOXX