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Microsoft Dynamics CRM (Archived)

SMS Campaign

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Posted on by

Hello everyone, 

Just needing some information around how best to design a workflow in our CRM which has a sms sent to a customer, apposed to making a call.

Cheers Ben 

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  • Community Member Profile Picture
    on at

    Hi Ben,

    I didn't understand, you want to build a workflow that sends a sms to a customer, after a call has been made to him?

  • johncooper107 Profile Picture
    16 on at

    An SMS campaign is a marketing strategy that involves sending promotional messages to a large group of people via text message. SMS campaigns are typically used to promote products or services, announce events or promotions, and provide important updates or reminders to customers.

    To create an effective SMS campaign, follow these steps:

    1. Define your goals and target audience: Determine what you want to achieve with your SMS campaign and who your target audience is.

    2. Build a permission-based list: Collect phone numbers from customers who have opted-in to receive text messages from you.

    3. Craft your message: Keep your message short, clear, and engaging. Use strong calls to action to encourage customers to take action.

    4. Choose an SMS service provider: There are many SMS service providers available. Look for one that fits your needs and budget.

    5. Schedule your campaign: Choose the best time to send your messages based on your target audience's habits and time zones.

    6. Track and analyze your results: Monitor the success of your campaign and make adjustments as needed. Analyze metrics like open rates, click-through rates, and conversion rates.

    Remember to comply with regulations and guidelines regarding SMS campaigns, such as providing an opt-out option and not sending messages outside of permitted hours.

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