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Text Marketing Overview
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Messages will not send until your messaging account registration has been verified by Twilio. For any questions, feel free to chat with our support team or email us at [email protected].


This article will walk you through signing up for text message marketing and how to setup a text message campaign to send to your customers.

Signing Up For Text Marketing

  1. Go to Messaging & Marketing and select Send New Text Blast.

  2. You will receive a prompt to sign up for Text Marketing. Press Set Up Now!

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  3. You will then need to sign in with your administrator email and password.

  4. Once signed in you will receive a message stating the pricing for the text marketing service and how many text messages will be included. Note that additional pricing options are available by calling +1(800) 527-7600. If you wish to continue with the displayed package, press Activate Service.

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  5. Go back to the desktop software and you will receive a prompt stating that you have successfully signed up for the text marketing service. Press the button for I'm Done Signing Up Online.

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Are now all setup to begin sending out marketing campaigns. Please note that in order for your customers to begin receiving text message marketing campaigns, they will first need to opt-in to receiving these messages. Messages will not send until your messaging account registration has been verified by Twilio.
Please follow the directions here to prompt your customers to opt-in to text marketing.

Adding a Text Marketing Campaign

  1. Select Send New Text Blast from the Messaging & Marketing drop-down menu.

  2. Select the filter criteria you wish to use to target the customers you wish to send the text marketing campaign to. Press Next once you have finished.

  3. The default text message templates will appear. You can select one of the templates and then press Preview Selected to view the template base to begin with. Press Next once you have found a template you wish to use.

  4. You can then edit the default template as needed. Press Save Text Message once you have edited the template to your liking.

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  5. Enter the campaign's name in the Campaign Name field and the campaign's description in the Detailed Description field.

  6. Choose the date the e-mail blast should be sent using the calendar tool. Optionally, select the Automatically send this e-mail on a recurring basis bubble and set frequency of recurrence using the Starting on calendar tool. You can also select the end date from the Stopping on calendar tool.

  7. Select the frequency of the campaign to send every | __ | day(s), week(s), month(s), or year(s).

  8. Press Turn On Campaign to have your message begin sending out to your clients.

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The program will now start sending out your text message marketing campaign to your customers throughout the day.

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