Setting up an SMS campaign – Ometria Help Centre

See also: Getting started with SMS

You can use the Send SMS action with any of the other functionality available in the automation campaign builder, including split tests, triggers, adding contacts to static lists, etc.

Automated SMS are great for welcome campaigns, win-back campaigns, sending personalised messages to VIPs, etc.

Tip: If you want to send broadcast style/scheduled SMS (and push notifications), use the Enter contacts at a specific date and time entry trigger. For best practices, see: Sending scheduled SMS and Push campaigns

Note: If you don’t already have the feature enabled you’ll need to contact your Customer Success Representative before getting started to discuss commercials and enablement.

Landlines

Landline telephone numbers are automatically filtered out of your SMS sends.

Create your SMS template

You'll need to build a template for your SMS send in the Templates screen.

See: SMS templates

Setting up an SMS automation campaign

Once you've saved and published your SMS template you can start using it in your automation campaigns.

Create a new automation campaign as usual.

When setting up your actions and conditions, select Add action > Send SMS:

Choose a template from the dropdown.

You can Preview the template or click Edit this send to open the template editor (make sure you've saved your campaign first!)

Send as transactional

See: SMS send as transactional

Override template settings

Toggle on to override the link shortening and UTM rules inherited from this template:

Send from

You can choose to override your default sender ID from the SMS builder in your automation campaign:

This means you can use a different sender ID for each segment you send to, e.g. you might want to use a unique sender ID per store.

Coupon pool

Choose a coupon pool to include in this SMS send:

See: Add coupons to automation campaigns

Be aware: If you're sending coupon reminders to your recipients using Only re-send assigned coupons, you'll need to include jinja conditions to your message to make sure you don't accidentally send an empty merge tag.

Once you're happy with your SMS setup, Save your changes and continue to build the rest of your flow.

See: Save and Publish an automation

Save and test

Once you’re happy with your preview, select Save on the Send SMS node and continue setting up your flow.

Testing mode works the same way as for all automation campaigns.

See also: Testing your SMS campaign

Contacts without SMS preferences

If a contact isn’t opted in to receive SMS marketing from you, they will exit the campaign flow after the Send SMS node without receiving an SMS from you.

Tip: With this in mind, if you’re creating a campaign with both email and SMS, it’s best practice to have your Send SMS node at the end of the flow.

Which triggers can I use for SMS campaigns?

All triggers can be used to enter contacts into an SMS campaign.

Tip: If you want to send broadcast style/scheduled SMS (and push notifications), use the Enter contacts at a specific date and time entry trigger.

Which opt-out should I use for SMS?

We recommend including a link to unsubscribe from SMS marketing in every SMS you send.

You can do this by selecting the Link to unsubscribe in the campaign builder:

Twilio exceptions

Twilio users can also choose to use opt-out keywords (e.g. STOP), but only if you are using a two-way sender ID that contacts can reply to.

Be aware that Ometria doesn't automatically sync unsubscriptions sent to Twilio via opt out keywords.

If you’re using this method then you must update Ometria with changes to your contacts’ opt-in statuses via CSV file.