Configure Run SMS Salesforce Campaign Lightning Steps

  • Click on the ‘Setup’ icon the following page will appear:
  • Click on the ‘Setup’ icon the following page will appear:

Under Quick Find search for the object manager the following page will appear:

  • Click on ‘Campaign’ the following page will appear:
  • Click on ‘Page Layout’ on the left side of the page under ‘Details’ the following page will appear:
  • Click on the ‘Campaign Label’ the following page will appear:

Drag and drop the Run SMS Campaign button in the below campaign detail section and click on the ‘Save’ button. The following page will appear which shows your Layout has been saved.

  • Click on the app launcher icon  the following list will appear:

Search for ‘Campaigns’ in the search field the following page will appear:

  • Click on the ‘New’ button the following page will appear:
  • Enter the ‘Campaign Name’ in the campaign name field
  • Click on ‘Status’ the following list will appear:
  • Choose the appropriate option from the above field
  • Click on the ‘Active Check’ box to make the plan active 
  • Click on ‘Type’ the following list will appear:
  • Choose the appropriate option from the above field
  • Click on the ‘Parent Campaign’ the following list will appear:
  • Choose the appropriate option from the above list
  • Enter the ‘Description’ in the description field 
  • Enter the ‘Start Date’ and ‘End Date’ in the required fields to run the campaign
  • Enter the ‘Num sent in Campaign’, ‘Expected Response’, ‘Expected Revenue in Campaign’, ‘Budget Cost in Campaign’, and ‘Actual Cost in Campaign’ in the required fields
  • Click on the ‘Save’ button the following message will appear:

Here, you can add members who are ‘Leads and Contacts’. 

  • Click on ‘Add Contacts’ the following page will appear:
  • Choose the number of contacts you want to send the message to and click on the ‘Next’ button the following page will appear:
  • Click on the ‘Submit’ button the following message will appear:

Was This Article Helpful?

ATTENTION!!!! - Urgent Action Required

There have been new changes by the TCR that require companies sending application-to-person (A2P) SMS or Text messages within the United States to register their Brand and 10-digit long code (10DLC) numbers they are using.

The goal is to build trust within the system while delivering high customer engagement. SMS Text Messages will start failing if you don't comply with these regulations.

SMS Magic team wants to help you complete this process so you can continue serving your customers.

Please click on the below link to complete the form, and our team will start the registration process.