Create a new text message (SMS, WhatsApp, Viber)

Reach your audience instantly with the Mass text message feature. You can connect via WhatsApp, Viber, or SMS—the most reliable and universal channel, ensuring your message reaches every customer regardless of their internet connection or installed apps.

When using the SMS channel, SALESmanago SMS provider gives you the most control over your campaigns, offering exclusive tools for budget management and 2-way SMS communication. It is the ideal solution for flash sales, critical updates, and keeping your brand top-of-mind on your customers’ mobile devices.

In order to create a new message, go to

Channels → Mobile Marketing → Dashboard → + New message

 


Contents

  1. Basic information
  2. Step: Settings
  3. Step: Create New Message
  4. Step: Send
  5. Analytics

1. Basic information

To send text messages, you must have an active integration with the gateway you intend to use.

Integrations can be configured in Channels → Mobile Marketing → Integrations.

  • SMS: You can use external SMS gateways or the native SALESmanago SMS provider.
  • WhatsApp / Viber: Requires an active integration with the respective service provider.

2. Step: Settings

In the first step of the wizard, you configure the basic parameters of your message and select your communication channels.

  • Message name: Internal name used to identify the message in the system (for example, in Analytics).
  • Group: Choose a group to categorize your message template. You can select an existing group from the list or create a new one.
  • Choose communication channels: Select the checkbox for the channel(s) you wish to use for this campaign:
    • Select integration: For each selected channel, use the dropdown menu to choose your specific active integration.

3. Step: Create new message

In this step, you define the actual content of your message.

Create and Templates tabs

  • Create: Type a new message directly into the editor. The tab is greyed out if a template has been selected — in that case, content editing is done through the Templates tab (Edit button). If no template is selected, you can freely create content.
  • Templates: Select a pre-saved message template.
    • Group: Use the dropdown to select a specific group to narrow down the template list, or create a completely new group where the template will be added.
    • Use: Click to use an existing template as is.
    • Edit: Click to modify an existing template. This loads the template content into the editor window. Note for accounts with 2-way SMS active: template editing is done directly in Channels → Mobile Marketing → Templates and drafts, not in the wizard's editor window.,

Message creator

Customize your message content with additional elements by clicking one of the icons: 

Depending on the selected channel, you can include:

  • System emojis: To use system emojis you need to enable diacritical characters.
  • Photos from the gallery: Insert images directly from your gallery (JPG format only).
  • Products from the gallery: Insert a product image that automatically includes a link to the product’s URL.
  • Link: Direct recipients to your website.

NOTE: You can use coupons in the body of messages with the placeholder $cst.name_coupon.coupon$. For example: the coupon called “first_order_coupon”, will display in the text messages after using the placeholder $cst.first_order_coupon.coupon$. For more information on dynamic attributes, see Personalization using placeholders.

Character count
The counter shows the total characters and the number of SMS parts required for delivery. 

NOTE: Dynamic elements (like placeholders) may change the final length, potentially splitting your message into multiple parts.

Message settings

  • Allow diacritical characters: Diacritical marks are e.g. ę, ż, ä, ü, ß and emoji.
  • Shorten links in messages: Automatically shortens URLs to save characters and track clicks.

    IMPORTANT: To add an opt-out link, place the placeholder $opt-out-phone$ in the message body. After clicking this link, the Contact will be redirected to a dedicated landing page where they can confirm their opt-out decision. Note that this parameter consumes about 20 characters.

    If you insert a link directly in the message body (instead of using the "attach link" option), it will be shortened only if it begins with a protocol (e.g., http://, https://, ftp://, sftp://). 

    Example: 

    • CORRECT: https://www.salesmanago.pl 
    • INCORRECT: www.salesmanago.pl

    IMPORTANT: If the two-way communication is activated on your account, you cannot edit a template after selecting it (the Create tab will be greyed out). To make changes to a template, go to the templates list (Channels → Mobile Marketing → Templates and drafts), select the relevant template, edit it (you can duplicate it first if needed), and then send the updated version.

Message preview

Here you can preview your text message on each integrated messenger. This is a useful function, for example, when you are not sure whether your integrated SMS gateway supports sending messages with diacritical characters.


4. Step: Send

In the final step, you define your audience, review costs, and send the campaign.

Select contacts

  1. Segment: Choose a predefined segment (AI Sidekick generated segment or one from existing list).
  2. Select Contacts: Define the group of Contacts you want to address using standard selectors.
  3. Exclude Contacts: Define any groups that should not receive the message.
  4. Additional Filters: This expandable section allows you to apply extra conditions to further refine your recipient list beyond the main segment. You can combine multiple conditions using the New condition or New exclusion buttons.

NOTE: When using the SALESmanago SMS provider, the system automatically requires you to filter by Country Code. This ensures messages are sent only to valid destinations supported by your integration. Learn more about Country Codes.

Recipient count and credit estimation

 Below the contact selection, you will find a section to calculate the scope of your campaign.

  • Total recipients: For any standard integration (external SMS, WhatsApp, Viber), this section allows you to count the total number of Contacts who will receive the message based on your selection.
  • Estimated number of recipients and credits: If you are using the SALESmanago SMS provider, this section counts both the number of recipients and the estimated credit cost for the campaign. Learn more about SALESmanago SMS credits.

Final settings

  • SMS sender: Verify the sender ID (a phone number or alphanumeric name) that will appear to recipients.
  • Date of sending: Leave the default time to send the message immediately or schedule it for a specific future date and time.
  • Select time zone: Adjust the sending time based on a specific time zone if necessary.

5. Analytics

After the campaign is sent, you can view its performance in the Mobile Marketing analytics.
To access the analytics of a particular message go to Menu → Mobile Marketing → Dashboard, find your message in the Sent messages table and click Analytics.For messages sent via the SALESmanago SMS provider, the analytics display a Credits used count. This allows you to easily compare the estimated cost with the actual amount spent.

TIP: If you have 2-WAY SMS enabled, a new column Did the Contact reply? is visible in the Sent messages The column takes Yes / No values and updates automatically when a Contact replies to the message. Click the preview icon (magnifier icon) to see the full content of the Contact's reply.

Note that data in this column is not updated in real time — values refresh after statistics are recalculated.

If you need more information about the topic mentioned above, please contact us: [email protected] +48 533 600 808

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