Create SMS Campaign

Learn how to create SMS using the Netcore CE dashboard.

The Netcore CE dashboard allows you to send and receive SMS messages in a few easy steps. You can also send bulk SMS messages to multiple customers, allowing for timely and cost-efficient communications.

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Prerequisite

To enable the SMS feature, you can contact your Netcore Account Manager.

Create SMS

Follow the steps to create an SMS campaign.

  1. Navigate to Engage > Campaigns and click the Create button to create your SMS.
  2. Select Engage with users > SMS.
Add basic details to create SMS

Add Basic Details to Create SMS

Click to get details on each steps.

3. Provide basic details about your campaign in the Setup section

Setup

Refer to the table below for details on the sections available under Setup.

Field NameDescription
Campaign nameEnter a unique name for this campaign.
Add tagsAdd relevant tags to organize and categorize this campaign. You can select up to five tags.

The Advanced section has the following features:

Set Conversion Goal

Set Conversion Goal

Advanced FieldsDescriptionExample
Conversion GoalsAdd conversion goals to monitor key business metrics and measure the success of your Web message campaign. You can track one conversion goal per campaign. Select any event as a conversion goal activity according to your objectives. If you want to track the number of customers who purchased shoes after your campaign was sent.
Event: Product Search
Product: Shoes.
Event nameSelect the event you want to count as a conversion from the dropdown.Remove from the cart, purchase the product, add to the cart, and so on.
Specify payload parametersDefine the conversion event payload criteria and add up to five customizable parameters.Specify a Purchase event when the product price exceeds 10,000.
Conversion WindowDefines the time frame for successful actions after interacting with your campaign.
Revenue ParameterSelect this option to assign a value to each successful action to track financial impact.
DeduplicationDeduplication ensures that each contact receives only one SMS message per campaign. It prevents multiple messages from being sent to the same person. This feature automatically detects and removes duplicate entries in your contact list. It avoids annoying your contacts with repeated messages and optimizes your campaign's reach. You can toggle this option to enable.
4. Define the target audience for your campaign in the Audience section.

Audience

The Audience section lets you select who to target your SMS. It has the following sections:

Target Audience

Choose a specific segment or list to define the audience for the SMS campaign. Pick up to five user segments or lists. Use for targeting based on historical behavior captured by server-side user segments. Target Audience has the following options:

  • All Contacts: Target all users in your contact list when creating campaigns for broader outreach.

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All Contacts Setting

Admin users of the Netcore CE dashboard can disable the All Contacts option, if they prefer not to send a campaign to all contacts. This option is enabled by default, making the All Contacts option selection accessible. However, admin users can change it as needed.

To enable or disable the feature, navigate to Profile > Account Configuration > All Contact Enable/Disable >Active / Inactive.

Enable or Disable All Contacts option

Enable or Disable All Contacts option

  • Segments/List: Easily select from pre-defined lists or segments to target specific contacts. Search for the desired segment or list by name and add it to your campaign with a checkbox selection.
  • User Data Table: A User Data Table (UDT) is a temporary list of users where you can add specific attributes to personalize your campaigns. It is like a customized list where you can manage extra details needed for a particular campaign. The attribute values added in a UDT don’t affect the attributes available in the contact master, so your master data remains unchanged.

Exclude Contacts

Select segments or lists to exclude specific users from your campaign. You can choose up to five segments or lists for exclusion.

Exclude contacts from your campaign

Exclude Contacts from your Campaign

5. Create the SMS content under the Content section.

Content

After the basic Setup and defining the target audience, Content is the section where you can create your SMS template and define the sender details for sending SMS. You can create or edit your campaign using various templates in this section.

Add sender details to send SMS

Add sender details to send SMS

Refer to the table below for details on the sections under Sender details.

Field NameDescription
ChannelSelect the communication channel through which the SMS will be sent.
Sender IDProvide the name or number that appears as the sender of the SMS message.
Custom DomainThis helps you track clicks more effectively.

You can create the SMS template once you have added the relevant details. You can Select from existing templates or Create new template

Select from Existing Templates

Click to use, edit, or duplicate the existing template.

Refer to the table given to learn about the options available here.

OptionDescription
CategoryAllows you to organize and classify your templates based on their purpose or content type. You can select a specific category from the dropdown menu to view only the templates associated with that category.
SearchAllows you to quickly find specific SMS templates by entering keywords or phrases.

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Important Note

Verify the DLT template ID and SMS template before saving. Your message must match the SMS approved by DLT; otherwise, the operator will block it. Therefore, it is possible to edit only the dynamic parameters.

Create New SMS Template

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Prerequisite

Before creating an SMS template on the Netcore CE platform, complete the following steps:

Create Template on DLT Platform

  1. Log in to the DLT (Distributed Ledger Technology) platform associated with your telecom operator or SMS service provider.
  2. Navigate to the section to create a new SMS template.
  3. Define the template's content.
  4. Submit the template for approval. The approval process may vary depending on the platform's policies.

Copy the DLT Template ID

  1. When your template is approved on the DLT platform, you will receive a unique Template ID. This ID is crucial for tracking and verifying your template.
  2. Copy this DLT Template ID, as you will need it for subsequent steps.

Create Template on Bizbond

  1. Reach out to your Netcore Account manager to access your Bizbond account.
  2. Use the copied DLT Template ID to register your template on Bizbond.
  3. Ensure that the content and format of the template on Bizbond match precisely with the approved DLT template.

Create Template on Netcore CE dashboard

Paste the DLT Template ID when creating a template. Define the template content, ensuring it exactly matches the approved DLT template. This step is essential to comply with regulations and avoid message delivery issues.

Template Approval on Netcore CE

After creating the template, our system will automatically approve the template.

There are two sections available when you select Create SMS template:

  1. Setup: Provide template details in this section.
  2. Content: Create a template in this section

Setup

Refer to the table given to learn about the fields available under Setup.

FieldDescription
Template nameProvide a unique name for your SMS template. This name helps identify and organize your templates easily.
DLT Template IDProvide the unique identifier assigned to the template by the Distributed Ledger Technology (DLT) system. This ID ensures compliance with regulatory requirements.
CategorySelect a category that best describes the purpose of your template, such as Promotions, Alerts, or Notifications.

Content

Create SMS Template

Create SMS Template

Add the message body to the left pane and view the preview on the right pane. You can switch to Android and iOS modes to see how the message appears on different devices.

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Note

  • The character limit for messages is 160. If the message exceeds 160 characters, the content beyond that is sent separately.

Send a Test SMS

Select the Send Test SMS option to preview your SMS before sending it to users.

Add mobile numbers to send test SMS

Add mobile numbers to send test SMS

Refer to the table below for details on the sections under Send Test SMS.

Field NameDescription
Pre-defined mobile numbers / ListSelect this option to add a mobile number saved in your account for testing purposes. This allows you to send a test SMS to these numbers without manually entering them.
Type a mobile number and testSelect this option to paste email ids. The emails should be comma-separated.
7. Define the campaign's delivery time and date under the Schedule section.

Schedule

You can create and preview your SMS campaign and then schedule your campaign.

Refer to the table below for details on the sections under Schedule campaign.

OptionDescription
Frequency capToggle communication frequency settings to limit the SMS messages a specific user can receive.
When to sendSelect the options for when you want your email campaign to be sent.
  1. Send now: You can immediately send the email campaign to recipients.
  2. Send Later: You can schedule the email campaign at a specified date and time.
  3. Slice & Send: You can use this option to send email to your contacts in batches.
  4. Optimise with Raman: You can use our AI engine (CoPilot), to optimize the send time based on user engagement metrics.
Send with throttle limitToggle the throttle limit to control the rate at which your SMS messages are sent. By setting a throttle limit, you can specify the maximum number of messages delivered per minute.
Limit on contactsSet the maximum number of contacts for this campaign to whom to send emails.
You can edit sent campaigns only when Set Limit has been enabled.
  1. Click the Preview option to save your campaign and preview the SMS.
  2. Click Save & Publish to publish it.