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Sending SMS Campaigns & Compliance: All-In-One Guide

Learn how to send a bulk test message blast for SMS marketing and all the important information around SMS Compliance.

Overview

This guide walks you through how to create, send, and manage a mass SMS campaign using Aesthetix CRM. It includes compliance notes, template usage, delivery settings, and how to monitor campaign results.

Step 1: Select the Right Contact List

  1. Navigate to Contacts in the left-hand menu.

  2. Locate the Smart List for your SMS campaign.

    • A typical list name might be: Mass SMS.

  3. Filters should already be applied:

    • Phone is not empty

    • SMS DND is disabled (i.e., contacts have not opted out).

Step 2: Select Recipients

  1. Click the checkbox next to Contact Name to select all on the current page.

  2. A Select All option will appear (e.g., “Select all 720 contacts”) — click it.

  3. From the Bulk Actions menu, click More > Send SMS.

Step 3: Configure the Bulk SMS

Basic Settings

  • Action Name: Give your campaign a clear name (e.g., Black Friday 2025 - Blast #1).

  • Phone Number: Choose the number you want to send from.

    • Toll-free numbers support larger batches (180 segments/min).

    • Local numbers are slower (60 segments/min).

Step 4: Compose the Message

As you compose, Aesthetix CRM checks your message against carrier-prohibited medication and product names and blocks the send if one is found. For the full list and compliant wording, see Prohibited Words in Bulk SMS.

Important Information To Review if Sending MMS with Images/Videos/GIFs:

SMS and MMS Text Blasts

Text blasts let you send a single SMS or MMS message to many contacts at once, making them one of the fastest ways to promote a limited-time offer, announc…

To track link clicks for SMS, you must create and use a trigger link.

You can either:

  • Use an existing SMS Template

  • Write your own custom message in the editor

Required Message Components

  1. Business Name

    • Must be the first part of your message

    • Example: Aesthetix Med Spa: Enjoy 20% off...

  2. Opt-Out Instructions

    • Include a variation of:
      Reply STOP to unsubscribe.

  3. No Prohibited Terms

    • Avoid referencing prescription drugs like:

      • Botox, Dysport, Juvederm, Ozempic, Wegovy

    • These terms will be automatically flagged and blocked from sending.

    • A warning box will appear if prohibited language is detected.

Here is the complete help article on Prohibited Terms and SMS Compliance:

Prohibited Words in Bulk SMS

The medication and product names blocked in Bulk SMS, why carriers filter them, and how to rewrite a message so it sends.

Step 5: Schedule and Throttle the Send

Drip Mode Recommended

Choose Drip Mode to control delivery pace and avoid carrier blocks.

  • Start Date & Time: Choose when you want the campaign to begin.

  • Batch Size: Number of messages per batch (e.g., 20).

  • Repeat Every: Set the delay between batches (e.g., every 5 minutes).

  • Send On Days: Select only business days (no weekends).

  • Send During Business Hours Only:

    • Required for compliance, especially in Texas where state law restricts SMS marketing hours.

Utilize the SMS calculator to calculate the cost estimate and drip settings above:

https://aesthetixcrm.com/sms-calculator/

Step 6: Launch the Campaign

Click Send SMS. Then choose Check Progress to be redirected to the Bulk Actions tab.

Step 7: Monitor SMS Campaign Results

From Bulk Actions, you can:

  • View status (Queued, Processing, or Completed)

  • See:

    • Sent

    • Delivered

    • Errored

  • Pause or Cancel the campaign

  • Adjust Batch Quantity (but not time settings)

Best Practices & Compliance Tips

✅ Do This

❌ Avoid This

Start with your business name

Mentioning “Botox,” “Ozempic,” or other Rx drugs

Include opt-out language

Sending messages at night or on weekends

Use Drip Mode and throttle batches

Sending more than 180 segments/min on toll-free numbers

Send only during business hours

Forgetting to check segment size

Other SMS Resources

Understanding SMS Costs & Segments

Why SMS costs add up, how message segments work, and how emojis, hidden characters, MMS, and carrier fees affect your Aesthetix CRM texting bill.

SMS Marketing Opt-In and Opt-Out

Text messaging is one of the highest-engagement channels in Aesthetix CRM, but it only works when your contacts have consented to hear from you and can eas…

Texas SMS Marketing Compliance (SB 140) — What Aesthetix CRM Customers Need to Know

Overview of new SMS Marketing law and recommendations for compliance

TCPA Checklist

Make sure your sms marketing is complying with TCPA regulations.

SMS Not Sending / Delivering to Contacts

In this helpful document, we'll delve into all the potential causes behind an SMS sending or delivery failure

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