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.
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 EDP; for more details on Campaigns built off the Messaging database, please see Configure an SMS Text Campaign.
The Engagement Data Platform is the data layer that powers and unifies Cheetah Digital's Messaging, Loyalty, Experience, and Personalization applications. The EDP empowers marketers to load and transform data from any source, at high volumes, and then to leverage that data to create lasting customer relationships.
This topic describes all of the various configuration options available for EDP-driven 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 for EDP-driven Campaigns is organized into four main sections available by clicking the appropriate tabthe top of the screen.
Setup |
Review |
Status |
Analytics |
The Tool Bar at the top of the Campaign screen provides access to the following features.
Configure Campaign Metadata Messaging 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. To assign Metadata values to a Campaign from within the Campaign screen:
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. Note: If your Campaign contains Cells & Splits, the Tag can be added only at the top-level Campaign, and not to an individual cell. To assign a Tag to the Campaign:
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Set Time Zone
The first time you log into Messaging, the platform prompts you to set your time zone. Once the time zone is set, all system dates and times will display according to that time zone (this setting can later be modified through the Update Profile screen). However, when scheduling a Campaign, you can manually overwrite the user profile setting, and establish a different time zone to be used for just this Campaign. To establish the time zone used for all scheduling activities related to this Campaign:
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The Campaign screen provides the following Campaign management features:
Copy a Campaign From within the Campaign screen, you can copy an existing Campaign to use as the basis for a new 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. From within the Campaign screen, you can delete a 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:
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Topic updated: December 2021