Create and Register an SMS Campaign

SMS campaigns can be a powerful tool for reaching customers effectively. If you're using Primecall and want to set up an SMS campaign specifically for Bandwidth numbers, follow these steps to ensure a professional and successful campaign. 

Step 1: Add SMS Privileges to a Number

Phone numbers that will be used for SMS/MMS messaging need to be set up for SMS services.

To do so…

1. Navigate to the Inventory → Phone Numbers.
2. Select the number you want to enable SMS for.
3. In the Notes box, type -addsms. 
   
   

   Quick Tip: You are able to add notes to multiple numbers at once by using the Bulk Edit feature. This option will appear after you select multiple numbers.

4. Allow a few minutes for the process to complete.
   

   ✔ Once complete, the tag in the Notes box will update to -smsAdded.

   

   NOTE: If the tag updates to -smsNotAdded, reach out to our technical support team.

5. Verify that the number is now listed in the SMS Numbers tab of the Inventory.

Step 2: Create a New Brand

In order for an SMS campaign to created, a brand needs to be configured that identifies your company.

To do this…

1. Navigate to Inventory → SMS Campaign Registry.
2. Click the Add New Brand button to pull up the Add New Brand modal.
   
   
3. Fill in your company's information for your new brand. 
   
4. Click the Add button.

Step 3: Wait for Brand Verification

After adding the brand, you'll need to wait for it to undergo verification. This process may take a few minutes.

Step 4: Add a New Campaign to the Brand

After vetting and verifying the new brand, campaigns can be added for each batch (49 phone numbers) of SMS numbers.

To create a new campaign…

1. Once your brand's Identity Status is updated to VETTED_VERIFIED, click the Brand Name. 
2. Click the Add New Campaign to this Brand button.
   
3. In the Add New Campaign modal, configure your new campaign.
   
   • Campaign Type: UCaaS Low Volume Mixed.
   • Campaign Description: Provide a description of the campaign.
   • Call-to-Action/Message Flow: Specify your preferred method to contact your clients. 
     

     Quick Tip: The most commonly used option is "A customer provides their personal info, including telephone number for texting when they call our office at PHONE_NUMBER."

   • Number Pooling: By default, set this to "Yes," unless you would like it to be blocked.
   • Direct Lending or Loan Arrangement: By default, set this to "Yes," unless you would like it to be blocked.
   • Embedded Link: By default, set this to "Yes," unless you would like it to be blocked.
   • Embedded Phone Number: By default, set this to "Yes," unless you would like it to be blocked.
   • Age-Gated Content: Set this to "No" in all cases.
   • Terms & Conditions: Set this to “Yes.”
     

Step 5: Register Phone Numbers for the Campaign

With the campaign configured, you can now add numbers to it.

To do so…

1. Click the Campaign ID. 
   
2. Click the Register Phone Number to this Campaign button.
   
3. In the Register Phone to Campaign modal, use the Phone Number drop-down to select the SMS-enabled number that will be registered to this campaign.
   
4. Click the Register button.
5. Repeat steps 2-4 for each number that needs to be registered.
   

   Quick Tip: Alternatively, use the Bulk Register feature to upload a .CSV file of the phone numbers. 

   

   Click Sample CSV file to download and use a template for this list of phone numbers.
   

   REMINDER: Only 49 numbers can be registered to a single campaign. Create another campaign for any additional numbers.