Getting Started - Launch a Text Message Campaign

Design and launch a text message campaign to instantly reach parents and prospective families. Engage them directly with personalized messages about openings, events, reminders, and updates.

Table of Contents

• Launch Bulk Text Campaign
• Create Text Message Template
• View or Edit Text Campaign
• Launch Bulk Text Automation

Launch Bulk Text Campaign

Send text messages to multiple families at once — perfect for announcing openings, reminding about upcoming tours, or sharing center updates.

1. Navigate to Parents/Families
2. Filter your family list and use checkboxes to select specific families (or select all)
3. Click the Send Text button (chat bubble icon)
4. Click Ok, proceed
5. Select your From Phone Number
6. Fill in your message body (you can use message snippets, custom values, or plain text)
7. Select Drip Mode if you want to send messages in batches over time
8. Fill Drip settings (batch size, spacing between batches, etc.)
9. Click Send Text

[SCREENSHOT: Parents/Families page with filtered list, showing the Send Text button and selection checkboxes] [SCREENSHOT: Send Text modal window showing phone number selection, message body field, and drip mode settings]

Learn More

• Sending Bulk Text Messages
• Best Practices for Text Deliverability
• How to Use Messaging Analytics

Create Text Message Template

Save time by creating reusable text message templates for common communications like tour confirmations, waitlist updates, or enrollment reminders.

1. Navigate to Marketing > Snippets
2. Click Add Snippet > Add Text Snippet
3. Fill in snippet details:
   • Name: Give it a clear label (e.g., "Tour Confirmation" or "Waitlist Update")
   • Message: Write your template text
   • Add custom fields like {{parent_name}} or {{child_name}} to personalize
4. Click Save

[SCREENSHOT: Marketing Snippets page showing the Add Snippet button and list of existing snippets] [SCREENSHOT: Add Text Snippet modal with name field, message body area, and custom field insertion options]

Learn More

• Text Message Templates (Snippets) - Overview
• Using Custom Fields in Messages

View or Edit Text Campaign

Track your text campaigns and make changes as needed. You can pause or cancel campaigns that are in progress.

1. Navigate to Parents/Families > Smart Lists > Bulk Actions
2. View the status of your campaign (Scheduled, In Progress, Completed, Paused, or Cancelled)
3. Use the 3-dot action menu to:
   • Edit: Modify campaign settings (only for scheduled campaigns)
   • Pause: Temporarily stop sending
   • Cancel: Stop and end the campaign

[SCREENSHOT: Smart Lists Bulk Actions page showing active text campaigns with status indicators and action menus]

Launch Bulk Text Automation

Set up automatic text messages that send when families take specific actions — like submitting a tour request form or joining your waitlist.

1. Navigate to Automations
2. Click Create Automation > Create From Scratch
3. Add a Form Submitted trigger (choose which form)
4. Add a Send Text Message action
5. Configure your text message:
   • Select your phone number
   • Write your message or use a template
   • Add personalization with custom fields
6. Click Publish
7. Click Save

[SCREENSHOT: Automation builder showing Form Submitted trigger connected to Send Text Message action]

Learn More

• Automation Action - Send Text Message
• Understanding Automation Behavior with Text Messages

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Need Help? If you have questions about launching text campaigns, reach out to our support team. We're here to help you communicate effectively with your families.