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

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

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

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:

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

Other SMS Resources