SMS

SMS channel in Synerise allow you to send text messages to all customers who gave you their phone number and gave you permission to communicate with them using this channel.

Business profits


You can send personalized SMS to a specific group of customers in the right moment (for example after making a specific action by them), this way it is much easier to reach customers with the right content.

An easy-to-use text message builder allows you to save time and set up the moment of sending your messages automatically. It means that it can be a part of your sales/communication cycle and it can be sent only to people who met specific conditions.

Analyses of text messages let you compare and analyze results achieved in every message in real time, collect information about the number of sent text messages, and so on.

Requirements


Before you start sending SMS, you must configure SMS gateway (Settings icon Settings >  Apps & Integrations > Apps & Services). You can use the following SMS gateways:

  • SMSAPI
  • Twilio
  • Materna
  • Infobip
  • TideMobile
Important: After you configure an SMS gateway, it will be available on the list here: Settings > SMS > Add SMS account

Configuring SMS gateway


An SMS gateway lets you send and receive SMS messages by providing a relay between your system and a telecom network. Synerise, thanks to the possibility of integration with SMS applications, can help you organize and effectively manage SMS communication.

  1. Go to Settings icon Settings >  Apps & Integrations > Apps & Services
  2. Find the SMS gateway you want to configure and next to the name of the gateway, switch the toggle button on.
  3. Enter the credentials of the gateway (available on your gateway account).
  4. Confirm by clicking Save.
  5. Go to Settings icon Settings > Configuration > SMS > Add SMS account
  6. In the Account name field, enter the name of the account. It will display on the list of SMS accounts.
  7. In the From name/number field, enter the name or number that will be visible for the recipient of the text message (make sure the gateway plan covers this feature).
  8. From the SMS provider list, select the SMS gateway.
  9. Confirm by clicking Save.
    Result: The new account is visible on the list in Settings > Configuration > SMS.

Screenshot from the Synerise Settings presenting how to edit your SMS account options

Tip: Use the menu on the right to set one of the accounts as default, to test, edit, or remove them.

SMS dashboard

In order to see a message overview, go to Communication > SMS.

The SMS dashboard includes a list of all messages. Each message entry on the list contains basic information, such as the date of sending or modification, the number of text messages sent, or the message author.

Screenshot from Synerise module presenting SMS

  1. In the Filters section, you can filter the messages by the following conditions:

    • All - see the list of all messages
    • Recent - see the list of most recently sent messages
    • Draft - see the list of drafts
    • Scheduled - see the list of scheduled messages
    • Finished - see the list of all finished messages
  2. In Templates section, you can find templates which you can use in your text messages.

  3. The Folder section allows you to add folders to group and organize messages.

Screenshot from Synerise module presenting how to move message to a folder

  1. To add a message to folder, select the message.
  2. Click Move to, and choose the folder.

Basic statistics

Screenshot from Synerise presenting how to move a message to folder

Check the status of messages (how many of them are active/scheduled/paused), and see how many messages have been sent the last 24 hours. It’s an opportunity for comprehensive observation and interpretation of results from every message. Thanks to this, you can determine the optimal time for your shipments, analyze the behavioral, demographic and transactional data about the users, and personalize the content of your messages.


SMS template

You can create SMS templates which can be used further. This way you will not have to create messages from scratch.

In order to create a new template, go to Communication > SMS.

Screenshot from Synerise presenting how to find templates


Creating SMS template

In Synerise template builder you can create your SMS message.

Screenshot from Synerise presenting how to find create new SMS template option

WARNING: You can use up to 480 characters in the message, however, if you exceed 160, the message is going to be divided into at least two text messages (one text message consists of 160 characters).
  1. Go to Communication > SMS.

  2. In the menu on the left, click Templates.

  3. Click Create new.

  4. Click Text editor. The text editor and SMS preview open.

  5. In the text box on the right, enter the contents of your message.

    Screenshot from Synerise presenting how to create a SMS

  6. When your message is ready, choose one of the options:

    • If you want to save the template for later use, click Save the template.
    • If you want to use the template immediately, click Use in communication.

Creating from template

To use templates prepared previously:

Screenshot from Synerise presenting how to find SMS templates

  1. Go to Communication > SMS.
  2. In the menu on the left, click Templates.
  3. Select the Templates option.
  4. Choose the template you want to use.

If there are a lot of them, you can sort them by the name or the date of creation for easier browsing.


Modifying SMS templates

If you want to modify a template, you need to copy it and modify the duplicated version.

Image presents the construction of the If formula

  1. Go to Communication > SMS > Templates.
  2. Select From templates.
  3. Select the template you want to modify and click the three-button icon to expand the context menu.
  4. Click the Duplicate button.

Image presents the example of Short link

If you send links in text messages, you can use a jinjava code to shorten the URL addresses to make the text message look professional and the link more reliable.

The Jinjava code

  1. In this version, the clicks in the link are not collected.

    {% shorturl %}{% endshorturl %}

  2. In this version, the clicks in the link are collected, so this event can be used in analyses.

    {% shorturl %}{% preparelink %}{% endpreparelink %}{% endshorturl %}

Instruction

Place the URL between the opening and closing tag of the jinjava code as in the example below.

Example

{% shorturl %}{% preparelink %}https://example.com/season-discounts/?utm_source=examplecom&utm_medium=slider&utm_content=examplecom&utm_term=discount-amazon-perf-2_W3&utm_campaign=Campaign-OnGoing{% endpreparelink %}{% endshorturl %}

As an outcome, the customer will receive a message with the link:

Image presents the example of Short link

WARNING: The link is valid for 14 days.

SMS communication

There a couple of ways to send text messages in Synerise. In this part we will show you the methods available, including:


Send manually

  1. Go to Communication > SMS.
  2. To create a new SMS, click the Create new button.

Screenshot from Synerise presenting how to create new SMS

  1. Type the name of the message.
  2. Additionally, you can add the description below. This way you let other users know what kind of content this message includes without going into the message details.

Configure the message in 4 steps:

  • In the Audience section, choose the recipients.
  • In the Content section, create the text of your SMS.
  • In the Schedule section, set the time when your message will be sent.
  • In the Test section, check the message before you send it.

Audience

Define the recipients.

Screenshot from Synerise presenting how to set up an audience for your SMS

You can choose one of three options:

  1. Everyone - The text message will be sent to each customer in your contact base who left a phone number in any of your contact forms and who agreed to receive marketing content in the mobile channel.
  2. Segment - You can send the message to one or more segments you created in the application previously.
  3. New Audience - You can create a new segment and specify conditions which should be met by your target.

You can additionally add advanced options which are visible below, after clicking an arrow. In advanced options you can find two options to choose:

  1. Batch delivery - This option enables you to deliver text messages to a large audience in batches sent in a specified time range to prevent website-crushing click floods. If you decide to use this option, you can additionally choose the number of batches in the specific time range.
  2. Enable a control group - A control group is a defined percentage of your audience who won’t receive this message so you can better understand performance. The event that signifies not sending the message is available on the profiles of customers who do not receive any version of the message. You can define the percentage of the control group in the Content section.
  3. To complete the process, click the Apply button.
WARNING: Remember that you can send SMS only to users who gave you their phone number and permission. This is the reason why estimated reach is lower than total audience.

Content

At this stage, you can choose the template which will be sent or create an A/B test to check the effectiveness of every version of your message.

Screenshot from Synerise presenting how to add and edit content

  1. From the dropdown list, choose the Sender name. This is the list of the SMS accounts described in the Configuring SMS gateway step.
  2. Create the content of your message. You can choose a ready-made template or create a new one. Even when you add the template, you can always modify it when you click Duplicate and edit the copied version, or delete when you click Remove.
Note:
  1. By choosing more than one version of the A/B test, you will be able to set the size of groups to which the given message will be sent. The control group (if you ticked the option Enable a control group in the previous step) is already excluded from the recipient database.
  2. The maximum number of versions sent within one message is 3.

Screenshot from Synerise presenting how to add and edit content

  1. To add another version click the plus button on the upper part of the content box.
  2. Add Sender name. This is the list of the SMS accounts described in the Configuring SMS gateway step.
  3. Add another template in the same way like before and make your changes.
  4. Use Customer allocation and choose the audience size for each version.
  5. To complete the process, click the Apply button.
WARNING: You can send up to 3 versions of A/B tests.

Schedule

Screenshot from Synerise presenting how to schedule your message

This is where you can set the date of sending your message.

  1. You can choose between two options:

    • To send your message after clicking the Send button on the upper right corner, use the Immediately option.
    • To plan a message to be sent at a future date, use the Scheduled option. Set the start time and the time zone.

      WARNING: Synerise is a system that performs the best while operating on the real time data that is why the users can plan a message 10 days forward from the current date.

      Additionally, the AI algorithm calculates the optimal time to send a message on the basis of the customer activities such as page.visit events. It estimates the best date for the following seven days.
      To set the Start date defined in the Optimal sendig time, click the AI optimizer icon.

      Important: When you schedule the date of sending on a particular date, the Send button saves the settings and the message is sent at the chosen date.
  2. To complete the process, click the Send button.


Test

Test your message to check whether the message displays correctly.

Screenshot from Synerise presenting how to test your message

  1. Add phone number to which the test message will be sent.
  2. You can add as many phone numbers as you want by clicking Add phone number button.
  3. If you want to use the same list to test all your messages in the future, click Save list. The list will be visible in the Saved list.
  4. To complete the process, click the Send test button.

If you have received a test message and it meets your expectations, then you can proceed to further configuration of the message.

Note: There is no limit on SMS tests.

Screenshot from Synerise presenting how to send or save message as a draft

Perform one of the following actions:

  1. If you want to save your message without sending and finish your work later, click Finish later.
  2. If you completed the configuration and want to launch it (now or at the scheduled time), click Send.
Note: Send button remains inactive active until you fill out all sections described above.

Send automatically

You can send text messages automatically as an effect of the automation process. Your message will be sent to all customers who met the specified conditions in described order.

In order to use automation for SMS, go to Automation > Workflows > New workflow.

You can create an automation process in which you can include the SMS launch as one of the activities.

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