A step-by-step guide to using SMS Campaigns on karix.io

A step-by-step guide to using SMS
Campaigns on karix.io

Step By Step Guide

With karix.io’s latest campaign feature, you can send out quick SMS blasts for different campaigns. In this blog post, we explain how to use the SMS campaigns feature on karix.io. So whether it is a special pre-holiday offer, or a survey, you can do so with our SMS campaigns feature instantly.

After you log onto the karix.io dashboard, you will see a tab on the left for campaigns. If you click on this you will see you first need permission for this feature to be enabled.

So first things first, write to sales@karix.io with:

  • your account details and
  • why you would like this feature enabled

After that, someone from the team will get back to you shortly with either more questions or a confirmation on the approval.

Please note: your phone and email details have to be verified for this feature to be enabled, so make sure to do that prior to writing to us.

Sms Campaigns Guide 1

1. Getting Started

Once you have the approval to create campaigns, let’s start messaging! Click on the ‘Create Campaign’ button.

Sms Campaigns Guide 2

Next fill in details such as: ‘Name’, ‘Message Contents’, Account (you can choose Parent or sub-account), Schedule for Now or Later.

Sms Campaigns Guide 3

If you do decide to schedule for later, make sure your time zone is updated first. Now go ahead and first choose your date and then the time for the campaign to go live.

Sms Campaigns Guide 4

Once you have scheduled the campaign, you need to upload the CSV file. The CSV file should have details on the source, and destination fields. You can also add other details that need to be customized in the file.

Please note that the text in the form can have template variables for example if you want to add a name attribute – {name}, then the values for the variable under name need to be provided in the CSV file by adding a column “name" in addition to columns “source" and destination". We hope this explains the text customization feature. However, if you do have any questions, write to us at support@karix.io.

Once done, you are ready to launch your first campaign at light speed!

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