Send sms from salesforce8/25/2023 In order to send messages from a data extension, the data extension must follow these requirements: You can either add the required fields to an existing data extension or create a separate data extension for SMS subscribers. Let’s review how you can add contacts using data extensions (with some requirements). Before adding new contacts, make sure to confirm the user isn’t already added-no one wants duplicate contacts.A subscriber who consents to receive email is not the same thing as a subscriber who consents to mobile.You can also add contacts to MobileConnect via API. Subscribers can be added into Marketing Cloud manually or through an import, as long as the customer has previously opted into mobile messages. What about your current subscribers? No problem. Just remember to clearly highlight the benefits of your SMS program and be sure to have your program in place and ready to go before advertising. Promotion in monthly snail-mail statements.Article in newsletter with SMS benefits.SMS email campaign with incentive to sign-up for mobile.Content block in your existing emails promoting SMS.Here’s some simple in-store signage that Scott’s Restaurant and Bar uses to promote their SMS program. But how do they know the keyword and your code? That’s where your marketing expertise comes in handy. As we mentioned, customers are added to your contacts as soon as they opt-in to your messages using a keyword, like BURGER. Pretty simple, right? Let’s talk more about getting customers to join your program. Now when a customer texts BURGER to 12345, they are added to that particular campaign. Then she simply clicks Create Keyword and enters in BURGER and then clicks Save. Then under the Administration tab, she selects the customer short code (sample code 12345). First, Simone navigates to MobileConnect. Let’s follow along as she creates that important keyword, BURGER. Remember Scott’s Restaurant and Bar? Simone Wright, Scott’s digital marketer, needs to set up a few keys words in Marketing Cloud to start promoting her SMS program to customers. Marketing Cloud isn't available in the Trailhead Playground. Don't try to follow these steps in your Trailhead Playground. Read along to learn how you would take the steps in a production org. In this module, we assume you are a Marketing Cloud user. Overall keywords should be short, related to your brand, and unique to a campaign. Account for autocorrect failures or common typing errors (Burgur, bergur… I meant BURGER!).Beyond that, you are free to use any keywords you would like. These are considered global STOP keywords). HELP for recipients to request assistance and STOP so they can unsubscribe (Alternatives to STOP include: QUIT, CANCEL, END, and UNSUBSCRIBE. MobileConnect has a few noneditable keywords that you need to have active in your account. Now that you’ve taken a look around MobileConnect, let’s set up the all-important keywords. (No one wants to be woken up by a text at 4 AM) Be sure to set this up or you could face responses from customers like: STOP, Leave me alone, I’m trying to sleep, and so on. This feature helps keep your subscribers happy. It also helps for brand recognition if you aren’t able to use From Names in your market.Ī send blockout is a period during which messages can’t be scheduled from your MobileConnect account. Let’s review a few of these settings in more detail.Ĭreate a header and footer to quickly add consistency to all future text messages. You can also drill down further into each provisioned code from this tab to see specific account settings and keywords. Next, you’ll find the Administration tab, where you can adjust settings, update From Names, and schedule a blockout window. Here you can create messages, reports, and manage mobile contacts. Before we dive into all the cool stuff you can do, let’s review the MobileConnect pages to get familiar with the interface.įirst up, the Overview tab. With MobileConnect, you can easily create SMS campaigns using prebuilt templates and then personalize those messages using your customer data. After completing this unit, you’ll be able to:
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