---
title: "Sending SMS Campaigns & Compliance: All-In-One Guide"
description: "Learn how to send a bulk test message blast for SMS marketing and all the important information around SMS Compliance."
url: https://help.aesthetixcrm.com/en/articles/1243-sending-sms-campaigns-and-compliance-all-in-one-guide
collection: "Marketing"
updated: 2026-10-27
language: en
---

# 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**](https://help.aesthetixcrm.com/en/articles/1455-bulk-actions.md) 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](https://help.aesthetixcrm.com/en/articles/2150.md).

**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…

](https://help.aesthetixcrm.com/en/articles/1535-sms-and-mms-text-blasts.md)

**_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.

](https://help.aesthetixcrm.com/en/articles/2150-prohibited-words-in-bulk-sms.md)

## 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/](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

<table data-id="04da4afd-bf6a-4431-9168-9ffe37bf2d2b" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="827f4718-8060-4785-9432-2280454d260a"><span data-name="check_mark_button" data-type="emoji">✅</span> Do This</p></td><td colspan="1" rowspan="1"><p data-id="01259985-7770-4860-befc-08778d6b7c89"><span data-name="cross_mark" data-type="emoji">❌</span> Avoid This</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="6b7e07ff-50a2-417d-859c-1a21bc5dcb8f">Start with your business name</p></td><td colspan="1" rowspan="1"><p data-id="d58e5a27-1d96-4bca-bc16-471c5c4b0b7c">Mentioning “Botox,” “Ozempic,” or other Rx drugs</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="709ca5c3-9198-4113-b080-2961e293c893">Include opt-out language</p></td><td colspan="1" rowspan="1"><p data-id="04642c18-b69c-4250-a8da-d7700b6f7468">Sending messages at night or on weekends</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="3f198d49-e385-4db7-a521-846859f62d90">Use Drip Mode and throttle batches</p></td><td colspan="1" rowspan="1"><p data-id="22cc8465-2b44-4e8b-9ba5-51f464101bc8">Sending more than 180 segments/min on toll-free numbers</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="6545f4f0-f0a1-438d-8f57-b0594446d7ab">Send only during business hours</p></td><td colspan="1" rowspan="1"><p data-id="8ec2da59-f369-4e78-b7a1-a73d91fe2232">Forgetting to check segment size</p></td></tr></tbody></table>

## 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.

](https://help.aesthetixcrm.com/en/articles/1811-understanding-sms-costs-and-segments.md)[

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…

](https://help.aesthetixcrm.com/en/articles/1536-sms-marketing-opt-in-and-opt-out.md)[

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

Overview of new SMS Marketing law and recommendations for compliance

](https://help.aesthetixcrm.com/en/articles/1227-texas-sms-marketing-compliance-sb-140-%E2%80%94-what-aesthetix-crm-customers-need-to-know.md)[

TCPA Checklist

Make sure your sms marketing is complying with TCPA regulations.

](https://help.aesthetixcrm.com/en/articles/1043-tcpa-checklist.md)[

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

](https://help.aesthetixcrm.com/en/articles/450-sms-not-sending-delivering-to-contacts.md)
