📝 Overview

This guide provides step-by-step instructions for setting up and managing Text Marketing. It covers everything from signing up for the service to creating and sending marketing campaigns. You’ll also learn how to manage customer opt-ins, ensuring you can effectively engage clients through targeted text messaging that drives communication and business growth.

⛔ Disclaimer:

The following feature goes through a verification process through our partners at Twilio. Until this process is completed and customers opt-in for text messages, you will not be able to send text marketing messages.

For any questions, feel free to chat with our support team or email us at [email protected]

🚀 Get Started

Easily set up text marketing for your business by adding Messaging Service to your account. This enables you to send all types of appointment correspondence to your clients by both e-mail and text message.

🛠️ Set-up E-mail & Text Reminders

Click the arrow to learn how to set up email and text reminders

⚠️ Please Note:

The Twilio registration process is steps 1-5 below, you can continue through steps 6-8 but you will not be able to send text messages until your business is verified.

Select More, then Settings at the top of the cloud software website.
Choose E-mail And Texting, then Reminders And Notifications on the left.
Click the get started button to begin the sign-up process.
Add all your business information in the Enter Company Information window. Pay attention to the fields with the
symbol. The Business Name will be the sender shown on your clients' e-mails and the Primary E-mail in the address that will receive e-mail replies.
Click Save Company Info when finished.
You will be taken to the Appointment Notifications screen, choose which message types you would like your clients to receive by toggling between tabs. Notice that text confirmations and cancellations are off by default. Simply move the slider to On if you wish to turn it on for any message type.
Clicking On for the Confirmation will add a "reply C to confirm" at the end of your reminder. Your client may respond C back to you and you will see this appointment confirmed on your appointment book.
Clicking On for the Cancellations will add a "reply X to cancel" at the end of your reminder.
- It's recommended to turn on the notifications for employees when an appointment is cancelled as that will allow them to be notified if a client responds with X to cancel.

🔑 Prompt Clients to Opt-In for Text Marketing

To comply with the Telephone Consumer Protection Act (TCPA), customers must opt-in to receive text marketing campaigns. You can prompt customers to opt-in in one of two ways: by sending an email campaign or by sending a text message directly through their client profile.

📧 Sending an Opt-In E-mail

Click the arrow to learn how to send an opt-in email to clients

Login to your DaySmart cloud software.
Go to More and select Marketing.
In the bottom right corner, select the plus sign to begin creating your campaign.
For the campaign type, select Text Marketing Opt-In and press Continue.
You will now be able to edit the email template that will be sent to customers. You can adjust the text as needed, but do not remove the line for <Text Marketing Number> as the software will fill this in automatically with the phone number associated with your account for text marketing
Press Continue in the bottom right once you have finished editing the template.
You can adjust the filter criteria that will be used to select which clients will receive the message to opt-in to text marketing campaigns. Press Continue once finished.
You can now review the settings for your text marketing campaign along with seeing the number of clients that will receive the text message campaign.
Press Start Campaign in the bottom right to have to software begin sending out your campaign.

💬 Sending a Opt-In Text Message

Click the arrow to learn how to send an opt-in text message to a client

⚠️ Please Note:

This method of having your clients opt in to text messages will have to be sent to each client individually and will count against the number of text messages included in your text marketing package.

Select Clients at the top of the screen.
Click on the client you wish to send the Opt-in text message.
Select the Personal Info tab.
Select Send Opt-In Text.
- Please note you will only see this option specifically after having a data conversion from another software.

⛔ Disclaimer:

If a client has opted out in the past, the above options will not allow the client to be opted in. The client MUST text the messaging number associated with your account using the words "START" or "SUBSCRIBE" in order to be opted in again.

📲 Send a Text Marketing Campaign

Now that you have set up your campaign members and received their approval to receive texts, you're ready to start building messaging campaigns!

Click the arrow to learn how to create and send a text marketing campaign

⚠️ Please Note:
The estimates shown when preparing to send a marketing campaign are based on the number of characters in the placeholders, and the actual number of texts may be higher upon sending. To calculate a more accurate estimate, we recommend replacing the placeholders with the actual verbiage to be used where possible.

For example, instead of using a [company name] placeholder, type out your company name instead.

Navigate to the Marketing tab.
In the top right, select Text Marketing.
In the bottom right corner, select the + sign to begin creating your campaign.
You can select one of our already created recurring campaigns or build your own campaign. Select Continue.
Select one of the pre-designed templates or create a brand new template.
Enter a Campaign Name for the template. The customer will not see this name.
In the body of the message, enter the message that you wish to send to your customer. Note that if your message is over 160 characters that each message sent to your clients will count as 2 messages against your allotted number of text messages each month.
Once you are finished creating the message that will be sent to your clients, press Continue.
Select either All Clients, Filter by Clients, or Filter by Pets. Selected clients will let you use various filter options to narrow down which customers in your list will receive the text marketing campaign.
- If you chose the option for Selected Clients or Selected Pets, you will now be able to select your various filter options. Simply check the box next to the filter option you wish to use and select the desired option from the drop-down window or enter the number of days as it applied.
- Clicking Customize Recipients after filtering will allow you to individually select or de-select clients to send it to.
Press Continue.
Review your campaign. You can select Send a Test Message to send yourself the text message before you send it to all of your customers.
Once you are satisfied with the campaign settings, press Schedule to Send.
Select the Date and Time you wish this campaign to send to your customers.
- Marketing messages are not sent instantly at the scheduled time. Instead, campaigns are queued and delivered in batches once per hour after their scheduled time. This means your messages may go out anytime within the scheduled hour.
- When you create a recurring campaign, it will begin sending automatically 24 hours after setup.
Press Schedule.

📊 Text Usage and Billing

To view your text usage and billing details, log in to the Account Management page.

💳 Billing

Once signed in, you can select Bill Details on the "Overview" page or click the Billing tab to view your Payment Details

📈 Text Usage

Once signed in, scroll down to view the "Services" section. Click Manage on "Text Marketing" to view the service breakdown.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions