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Creating an SMS campaign using the SMS Marketing Automation app in Shopify

Sending campaigns from within the SMS Marketing Automation app is generally simpler than using the Shopify plugin as there are fewer fields to complete. This means it's a great option for sending simple campaigns to a smaller audience.

Once the SMS Marketing Automation app has been installed, click on Apps in the Home menu, and the select the SMS Marketing Automation app:

To go to the campaign configuration screen, click “SMS Campaigns” in the menu on the left of the screen, and then click “New Campaign"


In the Campaign builder screen, follow these steps:

  1. Type a campaign name - This is for your own reference and is not customer facing
  2. Choose the list of customers to whom you’d like to send this message. The lists are taken from the same customer lists you have in your Shopify Customers database.
  3. Decide to send immediately or schedule the campaign for later. If scheduling for later, select a date and the time that the campaign will go out on that date.
  4. You may wish to add a promotional discount that will automatically be applied to a store URL in your message if you choose to add one. Otherwise, you can add the discount code in manually for your customers to see in the message content itself. Discounts are only available to be automatically applied to your store URL if they apply to all customers and products. Make your discount in the Shopify interface, if you don’t already have one.

  5. Write your message content. You can select one of our templates or write your own. Make sure you take advantage of personalisation tags like ‘First Name’ and don’t forget to include a store URL and your store name.
    • You can use pre-saved templates by selecting from the Templates menu:
    • You can also add personalised fields (from the customer profile) to your message by selecting from the Personalisation dropdown:
  6. Either save your campaign as a draft, or review your campaign before then proceeding to sending

Your campaign can then viewed at any time by selecting it from the Campaign list in the SMS Campaigns Menu: for