SMS, or "Short Message Service," consists of a short text message transmitted to a recipient's mobile device. Engage+ allows you to create and manage Campaigns with SMS, allowing you to engage with your customers by sending timely, focused messages.
Note: Before you can use Messaging's SMS Text Campaign features, you must complete all of the configuration and setup steps, as described in the Help topic SMS Text Channel Setup.
The SMS Text channel also supports the use of Multimedia Messaging Service (MMS), which extends the capability of SMS by supporting the use of an image, video, or audio clip within the message. The total file size of the entire MMS message, including the text component and multimedia file, can't exceed the maximum size allowed by your country's mobile carriers.
Note: The use of MMS is an optional feature that must be enabled with your account, and within the Sender Profile utilized by your Campaign. Currently, the MMS feature is available only to clients who utilize OpenMarket as their short code aggregator. Please speak with your Client Services Representative for more details on enabling MMS.
The platform supports two different data sources for building SMS Text Campaigns -- the Messaging database, and the Engagement Data Platform (EDP). This topic describes Campaigns build off the Messaging database; for more details on Campaigns built off EDP, please see Configure an SMS Text Campaign [EDP].
This topic describes all of the various configuration options available for SMS Text Campaigns. This topic assumes that you already created the Campaign (see Campaigns for more details on how to create a Campaign).
The Campaign screen is organized into the following areas:
Triggers |
Sender Profile |
Audience |
Message |
Sending |
Responses |
Proofing |
Auditing |
Launching |
The Tool Ribbon at the top of the screen provides access to the following general Campaign settings.
Configure Campaign Metadata Engage+ offers the ability to tag Campaigns with custom Metadata fields and values. These Metadata fields allow you to create Filters that look for specific Metadata tags in them, or for use in reports, future Campaigns, or other tasks. You can also add Metadata fields to the Campaign content for personalization. To assign Metadata values to a Campaign
Note: Metadata tagging is not available for every channel. For more information on setting up Metadata fields, see Metadata Settings.
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Assign Campaign Tags Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters. To assign a Tag to the Campaign:
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Configure Report Settings Messaging tracks and reports various system events, such as user clicks, opens, delivery, and more. The platform allows you to configure various report options at a Campaign level. To set the Campaign's report options:
Note: Please speak with your Customer Service Representative for more information on enabling the Delivery Audit feature.
Note: Please speak with your Customer Service Representative for more information on enabling the Google Analytics feature.
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Do Not Track Compliance To comply with recipient preference and evolving privacy regulations, you can switch off the receipient tracking option in an email or SMS campaign. Please ask your Marigold Representative to get his feature enabled in your Engage+. To ensure complete Data Privacy, once tracking is turned off for a designated campaign, no open or click data will be collected or reported. You can turn off the tracking, only before the campign has been sent. To Turn Recipient Tracking Off in a Campaign:
When the Tracking is turned OFF, the LInk Tracking settings in the Responses section of the Campaign is not availble for editing. For cells and splits or AB Tests, when the tracking is switched off at the parent campaign, it is cascaded to all child cells. You cannot turn it back on once it is turned off.
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The Campaign screen provides the following Campaign management features:
Copy a Campaign To copy an existing Campaign:
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Delete a Campaign When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.
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Rename a Campaign To rename a Campaign:
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View Campaign Details To view detailed information about the Campaign:
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Change Campaign Type From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered). To change the Campaign type:
Note: Depending on the Campaign channel, some of the above Campaign Types may not be available. |
Marketers often need to divide their Campaign Audience into smaller segments, or cells. You might need to do this in order to test the effectiveness of a particular marketing message, or because you need to use a different sending method, or schedule, for the different cells.
Messaging provides you with the ability to create complex, sophisticated ways of segmenting your Audience. The platform supports two different segmentation methods: "A / B Testing" and "Split Cells" (A / B Testing is available only for Email Campaigns).
Split Cells allow you to divide your Campaign Audience into different receiving groups, with or without the use of a "remainder" Audience. With Split Cells, you can create a complex hierarchy of nested cells, each of which is designated with a unique code that can be used elsewhere in the platform, such as reports, exports, and Filters. You can enter these cells directly into the user interface, or import them from a spreadsheet. This segmentation method can be used for testing purposes, although that's not really its primary intent, as this method won't calculate a "winner" like A / B Testing does.
For more information on configuring Split Cells within your SMS Text Campaign, please see Split Cells.
Topic updated: September 2021