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:

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Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.