1. From the main menu, select 'More', then 'SMS'.
2. Selecting 'Marketing' from the top left hand corner of the SMS page.
3. Select 'Create'.
4. Enter in the details of your SMS campaign, including the name, sender and the SMS body. The merge field 'Client First Name' is available for use in the SMS body. To check the layout of your SMS body, select 'Preview'.
6. You now select the relevant filters to determine which clients will receive the SMS campaign.You must choose one client filter and one time filter.
7. Once you have chosen your filters, a notification will show up to show you how many clients are a match and how many SMS credits are required to send the campaign. 8. Click 'Next'. 9. Now you can choose when you would like your campaign to send. 10. Select 'Next' when you have chosen an option. 11. The last screen gives you a summary of the campaign details. You have the option to edit any details by clicking on the green 'Edit' symbol next to the chosen detail. Otherwise, select 'Save'. 12. You will now see the campaign appear in the campaign list, where you are able to edit, copy and view it's status.