Send an SMS campaign

6 min read

Sens an SMS campaign manually

Vous pouvez envoyer une campagne SMS en ajoutant les contacts manuellement ou en important une liste de contacts au format CSV. You can send an SMS campaign by adding contacts manually or by importing a list of contacts as a CSV file.

Add contacts manually

  1. Access the list of SMS Campaigns through the main navigation menu.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. Under Manual Sendings, click on Send by SMS.
  1. Enter a phone number for each contact.
  1. Click on Next.
  1. Define a Sending schedule, either as soon as possible or at a later date.
  1. Click on Next.
  1. Plan up to 5 reminders.
  1. Click on Next.
  1. Review the sending settings.
  1. Click on Send/Plan.

Add contacts via CSV import

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The only requirement for your CSV file is for your first line to contain a header. The way you name your columns doesn’t matter as you’ll be able to match the column to each data set.
  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. Under Manual Sendings, click on Send by SMS.
  1. Click on Import contacts list (CSV) on the bottom-left of the window.
  1. Select the column corresponding to the phone number from the drop-down list.
  1. Click on Import.
  1. Your contacts are now displayed in the contact list. You can repeat steps 1 to 8 to import several CSV lists for the same sending.
  1. Click on Next.
  1. Define a Sending schedule, either as soon as possible or at a later date.
  1. Click on Next.
  1. Plan up to 5 reminders.
  1. Click on Next.
  1. Review the sending settings.
  1. Click on Send/Plan.
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Please note that reminders only apply to the initial SMS that was sent.

Send an SMS campaign automatically

Automated rules enable a message to be sent automatically when an event is generated by another system, such as an appointment status change, or a patient discharge in the ADT (admission-discharge-transfer).

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Before creating automated rules, an integration must be in place between your systems and Lime and a connector must have been created. Learn more about creating a connector in this article.

Create a rule

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. Under Automatic sendings, click on Create a rule.
  1. Select the connector.
  1. Choose a trigger condition available in this system (e.g.: The patient has completed his appointment).
  1. Click on the Add filter button.
  1. Select one or more filters.
  1. Select one or more values for each filter.
  1. Click on the Save button.

Add a sending time to automatic sendings rules

It is possible to add a delay, or not, to automatic sending rules, by choosing the number of days after which to send the message, and at what time to send it. The delay will apply to future scheduled sendings, for all automatic sending rules.

  1. Select the Sending method.
  1. Select the Sending time.
  1. Choose a delay in days.
  1. Choose a time to send.
  1. Click on the Save button.

Edit a rule

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. From the list of rules, click on the 3-dot menu of the rule you wish to edit.
  1. Click on Edit.
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Scheduled sendings will be sent with the old settings. It is preferable to deactivate a rule and create a new one if you wish to edit existing filters.

Delete a rule

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. From the list of rules, click on the 3-dot menu of the rule you wish to edit.
  1. Click on Delete.

Enable or disable sendings scheduling

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. Activate/deactivate the rule from the list of rules using the switch.

Deactivate/delete rule

Scheduling related to this rule will be deactivated. No sending will be scheduled when an event corresponding to this rule is received from your system; however, sending already scheduled will be sent at the scheduled time.

Activate rule

Scheduling of sendings linked to this rule will resume. Sendings will be scheduled when an event corresponding to this rule is received from your system.

Activate/deactivate scheduled sendings

A switch allows you to activate or deactivate scheduled sendings.

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Distribution.
  1. From the list of rules, click on the 3-dot menu of the rule you wish to edit.
  1. Go to the Activation of sendings section.
  1. Activate/deactivate sendings using the switch.

Deactivate sendings

When deactivated, sendings will be canceled at the scheduled sending time.

Activate sendings

Future sendings will be sent at the scheduled time. Canceled (past) sendings will not be distributed automatically.

Cancel scheduled sendings of questionnaires or messages

In case of an error during the scheduling of sendings and reminders, it is possible to cancel their distribution.

The history of sendings tab allows the selection of sendings to cancel them individually, or in groups by choosing a batch for example. Batches of sendings are created during the manual scheduling.

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Sendings.
  1. Filter the list of sendings by batch or creation date.
  1. Select specific results or all results based on your cancellation needs.
  1. Click on Cancel sendings.

Track sendings and their status

You can track the sendings of a message. Among other things, you'll find the sending method, the scheduling date, the sent date, its status and other useful information. A detailed report is also available to explain the reasons for failed and canceled sendings.

  1. Access the list of SMS Campaigns via the main navigation.
  1. Click on the campaign you wish to send.
  1. Click on Sendings.

Sending status

StatusDefinition
SentWe have succeeded in sending the communication. For some reason the recipient may not have received it, but we cannot confirm this.
PlannedThe sending is ready to go and will be sent at the specified time.
FailedWe were unable to send the communication (see details).
CancelledWe have cancelled the planned sending (see details).

Detail: Failed

DetailDefinition
Invalid “To” phone numberThe phone number does not exist or is invalid.
Landline or unreachable carrier The phone number is a landline (home) or the number cannot be reached by the service provider.
Message filteredThe content of your message has been flagged as being against the operator's guidelines. Your message has been filtered (blocked) by our systems or by the operator. Examples of messages that would be blocked are spam, phishing and fraud.
Message from unregistered numberYou send messages to the USA using an American 10DLC number that is not associated with an approved A2P 10DLC campaign.
Unknown destination handsetThe destination number you are trying to reach is unknown and may no longer exist.
Unreachable destination handsetThe destination number cannot receive this message. Possible reasons include an attempt to reach a landline or, in the case of short numbers, an unreachable operator.
Attempt to send to unsubscribed recipientThe recipient has unsubscribed from email (unsubscribe) or SMS (mention stop).
Other reasonsWe don't know the reason for the failure.

Detail: Cancelled

DetailDefinition
The respondent has already answeredRespondent has already completed the survey. Reminders only are cancelled.
Respondent refused to answerThe respondent has refused to answer with the "I don't want to answer" function. Reminders only are cancelled.
Limit of sendings to the same contactThe contact already has a sending scheduled within the sending limitation period.
Initial sending cancelledReminders will not be sent because the original sending has been cancelled.
Disabled sendings Sendings were deactivated when we tried to send the communication.
Cancelled manuallyA user manually cancelled the sending.
Other reasonsWe do not know the reason for the cancellation.

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