1. Click on the Contacts menu item; then click ‘+ Add Contacts’

Step 1 screenshot

2. Give the contacts list a name

Step 2 screenshot

3. Select the file you would like to upload; we do provide a template to help with this

Step 3 screenshot

4. Click on Create

Step 4 screenshot

5. Click on SMS Campaign menu item

Step 5 screenshot

6. Click on ‘+ Create Campaign’

Step 6 screenshot

7. Give the campaign a name of your choice

Step 7 screenshot

8. Click the ‘Existing Lists’ radio button and ‘Select List’

Step 8 screenshot

9. Find the list of contacts you want to use

Step 9 screenshot

10. Click on ‘Select List’

Step 10 screenshot

11. Click on Campaign Message and enter the message you would like to send

Step 11 screenshot

12. In the ‘Contact Fields’ dropdown, select the fields you would like inserted into the text message

These fields allow you to easily add the messages with the names and info of your contacts. These contact fields include first names, last names, emails, phone numbers, account numbers, and amounts. Step 12 screenshot

13. Clicking ‘Insert’ will put in the highlighted field

Step 13 screenshot

14. Once you have finished building the message the way you see fit, click on ‘Create Campaign’

Step 14 screenshot

15. Click on ‘Send Campaign’ to verify it is ready

Step 15 screenshot

The verification process will be removed once you become a “Trusted” client” Step 16 screenshot

17. Your campaign has been sent

Returning to the SMS campaign menu item, you can look at any of the campaigns you sent. You can navigate to the CCAI Inbox to see if someone has responded to your SMS Message Step 17 screenshot