You can use an Automated Message Campaign to send messages with links. FIrst, you need to create an AMC to use.

NOTE: Only owners / admins can view the short code keyword page. Users and restricted users cannot.

Here is how to create an Automated message campaign

Go to the Campaigns page:

Using V3?

Using V2?

Using V3

Step 1: While logged into V3, click on More Menus (three-dot icon, gold circle in image below) and then select Campaigns (brown box in image below).

The Campaigns page would open on the right-hand side of the screen (image below).

Click here for the remainder of the process.

Using V2?

Click on Campaigns (tornado icon on the left-hand side of your screen.

The Campaigns page will open.

Scroll down to continue.


1. Click on the “Create New Campaign” downward arrow to open the dropdown menu (red oval in image below).

2. From the dropdown menu, select "Create New Automated Message Campaign". 

3. Name your campaign something that will be easy to identify the purpose of this campaign.

4. The “Edit Triggers” option allows you to choose how a person is entered into the campaign. They can be entered by texting a keyword, by finishing an auto data capture campaign, or by group.

4a. TRIGGER BY DATA CAPTURE: anyone who goes through a data capture you have set up will be entered into this campaign.

4b. TRIGGER BY GROUP: anyone who is added to the group will trigger the campaign. In other words, anyone who is already in the group will not be added to the campaign. Only NEW people who are added to the group will trigger the campaign.

4c. USE KEYWORD: anyone who texts your keyword to your number will be entered into this campaign.

5. Click “Add New” to add a message.

6. Title you message something that will remind you what that message is for – ex. “1st message sent the Monday after”, or “Thank you for visiting – MONDAY”

6a. If this is the first message you are adding to an AMC, there will be a few extra fields to select. Choose your "Message type" (Choose SMS/TEXT)

6b. Then choose the "Timer settings". This cannot be changed once selected. You can choose either evergreen or date based. Choose Evergreen if this is not a one time use, date specific campaign. 

7. Click Save and you will be taken back to the AMC and a new "step" in the campaign will be added. Click anywhere on the message bar or the Drop down icon on the far right. 

8. Next, choose your “From” number. Default will automatically send the message from whichever number they texted into. If you have multiple numbers, you can also choose to send from a different number. This is where you need to choose the short code as the "from" number. If you do not see the short code as an option, save this AMC and check out this article HERE.

9. Type in your desired message, with that link, and take advantage of using merge fields to personalize your message even more! 

Also, pay close attention to the "To" person that is selected here - make sure it says "subscriber". 

Check the "from" number one last time and make sure it is set for the short code. 

Check out the automatic signature that will be at the end of your message below the text box. You can make changes to this signature in the "Organization Settings Page"

*The message on the right is for anyone who is already in this automated step. To avoid sending someone the same message multiple times, you have the option to send a different message. You can also turn this on and leave it blank to skip sending a message at all.

10. Choose when you want it to be sent. 

For date specific campaigns, select the date and time you want the message sent. 

For Evergreen, select either "Send After" or "Immediately". Specify the number of days you want the message to wait until it's sent, select Same day, or the desired day of the week, and the time. 0 days means we won’t wait any days, and will send on the next day of the week you chose.  The number of days chosen is the number of minimum days we will wait to send your message. The Day of the week is the first day of the week AFTER the number of days you chose to wait. 

*Message timing is based on the previous step. So message 1 is sent after the person is added to the AMC. Message 2 is sent after message 1 is sent, etc. *For example: If a guest texts your keyword on Sunday, and you want to send a message to them the next day, you would need to put “0” and choose Monday. This tells us you don’t want us to wait ANY days, and you want it to be sent on the FIRST Monday after they texted in. If they didn’t text in until Wednesday, the message would be sent the following Monday. Using "send immediately" sends the  message in 3-6 minutes. Check out more info about the timing HERE.

10. Click “Save” or "Add New" (Both will save the Campaign, Add New just takes you straight into creating the next message)

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