How Do I Create and Send a Scheduled SMS?

To Send a Scheduled SMS, follow the steps below.

Step 1

1.1 Navigate to Communications section of Clutch Portal.
1.2 Navigate to Scheduled under the Mobile Messaging.
1.3 Select New Scheduled Message.

Step 2

2.1 Create a name for your message.
2.2 Select SMS.
2.3 Optional: Provide Communications Tags for your message. By tagging and grouping messages, you can analyze how certain categories of messages are doing as a whole. To learn more about Communication Tags, read the article here.
2.4 Select Compose to move on to the next step.

Step 3

3.1 Type the content of your message (do not exceed 160 characters). Simultaneously, see the text appear to the right in the prototype phone.
3.2 You have the option to see a list of merge variables that you can use in your message or to configure a shortened link.
3.3 (Optional) If you need to go back to the first step, select Configure.
3.4 Select Add Recipients.

Step 4

4.1 Select the Mobile Program list you would like to send the message to.
4.2 Determine if you would like to filter the list by sending to a segment.
4.3 View the estimated recipients.
4.4 Select Schedule to move on to the next step.

Step 5

5.1 Determine the timing of when the message will be sent.

Send Right Away: All messages will start processing immediately upon submission and will begin sending in approximately one hour. Based on processing volumes, actual delivery time may vary and can take upwards of an additional hour to send completely.
Send Simultaneously: All messages start processing at the selected time. Based on processing volumes, actual delivery time may vary and can take upwards of an hour to send completely. *must be scheduled for at least 65 minutes in the future.
Send Locally: Messages will start processing at the selected time in the time zone based on the customers Zip Code. For customers with an unknown Zip Code, their message will be process along with the Central Time Zone. Based on processing volumes, actual delivery time may vary and can take upwards of an hour to send completely. *must be scheduled for at least 65 minutes in the future.

5.2 Select Review to move on to the next step.

Note: When scheduling a mobile message, a warning message may appear to prevent you from scheduling text messages that would be received between 8 PM and 8 AM in a customer’s respective timezone.

Step 6

6.1 Review and Confirm all information is correct.
6.2 Select Submit and your SMS will be sent at the scheduled time.