Reminder Campaigns are automated campaigns that allow a user to automatically schedule messages in relation to a specified date and time.
- Payment reminders
- Birthday/anniversary reminders
- Annual checkup reminders
- Appointment reminders
How To Create a Reminder Campaigns
Step 1 - Click Campaigns in the left navigation menu and select Reminder Campaigns. Click the Create Reminder Campaign button.
Step 2 - Select the Caller ID for your reminder messages. This is the number that message recipients will see as the sender message.
- You can use the common-use short code (if applicable) for your account, or you can use one of your Textable Number.
- If you’ve not purchased a Textable Number, you can do so for use with your Reminder Campaigns.
Step 3 - Create a name that you'll remember for Reminder Campaign.
Step 4 - Compose your message. Want your auto reminder to include something personal? Address your contacts by name by adding a personalization token. You can also choose a message template, add an image, and add a link. Just click on the icons at the bottom of the message field.
Step 5 - Choose your settings. Continue by pressing the Create Reminder button at the bottom of the page.
Step 6 - Add contacts to your campaign. Upload a spreadsheet (csv, xls, xlsx) containing the phone numbers and dates for each of your contacts that should receive this reminder.
- Download our pre-formatted template by clicking the Download Reminders Template button. Then copy and paste your data into the correct columns. Upload the file you create by dragging and dropping or by browsing on your computer.
Step 7 - We'll show you a preview of how your contacts looks so that you can make any updates before you finish setting up. Click Continue.
Step 8 - The system will import your contacts and schedule your reminders.
Step 9 - If you wish to see the Reminder Campaigns you have active, click Scheduled tab of your Outbox, or go to Reminder Campaigns in the Campaigns navigation menu.
Have more questions? Contact us