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Send a text message campaign

Last reviewed October 21, 2026

Text a group of clients who've agreed to hear from you, with a test, the right time window and a STOP line.

A text campaign sends one message to a group, for example "Two spots opened for Thursday's group session." Texts get read fast, so they're best for short, timely notes to people who've asked for them.

Before you start

  • Time: 15 minutes.
  • Your number is approved for texting. In the US, business texting needs carrier registration (A2P 10DLC, or toll-free verification). Campaigns can be blocked until it's approved. See Register your business for texting (A2P 10DLC).
  • Your recipients agreed to get texts from you, and you can show how (for example, a ticked consent box on your intake form or checkout). Tag them so you can pick them as a group. See Collect text consent and handle opt-outs.

Consent first, every time

Only text people who opted in to texts. A client's phone number on file is not permission. Texting without consent can get your number blocked and break texting laws.

Steps

  1. Open Campaigns. In the sidebar, under MARKETING, click Campaigns.
  2. Start a new one. Click New Campaign, then SMS Campaign.
  3. Name it (only you see this) and choose the From number.
  4. Choose the audience. Pick the contacts with your texting tag. Contacts without a valid mobile number, who replied STOP, or who are marked Do Not Contact are skipped.

  5. Write the message. Keep it short and start with your business name. End with how to opt out. For example:

    Dana Lee Coaching: Hi {{contact.first_name}}, two spots opened for Thursday's 6pm group. Reply YES to grab one. Reply STOP to opt out.

  6. Check the segment count. About 160 characters fits in one text. Emoji and some symbols use more room. Longer messages are split and cost more.

  7. Send a test. Enter your own mobile number and click Send Test. If your message uses a merge field like a first name, pick a sample contact first so the test shows real details.
  8. Set the timing. Pick a date and time (it uses your workspace time zone), or leave it unscheduled to keep a draft. For bigger sends, turn on Only send during selected hours, for example Monday to Friday, 9 AM to 6 PM.
  9. Save, then send now or let the schedule run.

Send windows are same-day only

The end time must be later than the start time on the same day. 8 AM to 5 PM works; 8 PM to 6 AM doesn't. If a send isn't finished by the end of the window, it pauses and picks up in the next window.

Check it worked

  • On All Campaigns, click the SMS filter. Your campaign shows its status and, after sending, Recipients, Delivered and Failed.
  • Replies come back to Conversations like any other text. See Read and reply to messages in your inbox.

If something's off

  • There's no SMS Campaign option, or it won't send. Your number may not be approved for texting yet, or your workspace doesn't have one. Ask us.
  • Send Test is greyed out. Check the test number, the From number, that the message isn't empty, and that you picked a sample contact if you used merge fields.
  • It sent at the wrong time. Check the time zone in your workspace profile.
  • It's been sending for hours. Large sends take time, and a send window pauses it overnight.
  • Some people didn't get it. Check their number, whether they replied STOP, and the Failed count. "Sent" doesn't always mean every text was delivered.
  • It says Funding needs attention. Email, texts, calls and AI use your workspace's usage credits. If something stops sending, check your balance and add credits. See Add usage credits.

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