Shopify | Legacy App | Creating a Targeted SMS Campaign

It's now possible to send targeted SMS campaigns from directly within your store, without needing to go into the MessageMedia SMS app. You can target specific customer sets based on purchase history and behaviour, to improve engagement and drive repeat business.

You will need to have the MessageMedia app installed to be able to access the Targeted SMS Campaign feature, so first visit the Shopify eCommerce App store and download the MessageMedia: SMS Marketing App:

(For more information on installing and setting up this app, read this article)

Once you have the MessageMedia App installed and set up, go to your store homepage and click on Marketing in the left hand menu, followed by Campaigns, and then click on Create Campaign:

 

In the resulting pop-up, click on "Other" and you should then see the SMS Campaign feature:

 

Note: the location of this automation is set to change to "SMS" - so if you can't see it under "Other," click on "SMS" instead.

You will now see the campaign set-up screen. Follow the steps below to set up your campaign:

 

1. Give your campaign a name - this is just for your reference and will not be visible to any customers

2. Choose your target audience - The default setting is for All Customers, however you can also choose any customer groups that you have created in your store profile:

3. OPTIONAL - Choose a product - this means that campaign messages will only be sent to customers who have purchased a specific product

4. Set your daily campaign budget - this will limit the number of messages that get sent to avoid overspend

5 & 6. Schedule the date and time that you would like your campaign messages to be sent

7 & 8. OPTIONAL - Add an image to your message to make it more engaging. This can be either your primary product image or an ad-hoc uploaded image:

Upload an image (step 8) by clicking in the upload box and either selecting an image from your library, or uploading a new image.

NOTE - Messages including images cost three times as much as those without images

9. Write your message - you can use the available merge fields to personalise your message as well as add your store's URL for quick navigation. 

IMPORTANT NOTE: Each message will automatically be appended with "Stop to opt out" upon sending, adding 16 characters to the total character count. This will not be reflected in the count shown in the bottom right of the message field as you write your message.

10. Once you are happy with your campaign settings and message content, click Schedule

Your campaign is now live and messages will start sending right away to any customers who meet the criteria in your settings.

 

Adding activities to your Campaign

You can add additional activities to your campaign (such as email, additional SMS's, Facebook ads etc) by going to the Campaign section under Marketing, and then clicking on Add Activity in the campaign item to which you wish to add additional activities.

In the resulting pop-up, select the activity you wish to add:

 

Viewing / editing / pausing / deleting your campaigns

You can revisit an automation at any time to edit, pause or delete. Simply go to the Campaigns section under Marketing where you will see a list of all your Campaigns. Just click on the campaign you wish to edit:

 

In the following menu, click on Edit Activity under the campaign name:

This will then take you to the campaign set up screen, where you can edit the details of the automation as required.

 

Deleting an campaign:

Scroll to the bottom of the set up screen and you will see a red button labelled Delete Activity. This will delete the campaign and remove it from your list:

NOTE: This action cannot be undone

 

Reporting on Activity

By clicking on View Report either at the top of the set up screen or in the Campaign list, you will be presented with a dashboard of activity relating to your chosen campaign:

You can set the range to a variety of timelines using the dropdown menu at the top of the dashboard: