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home/Documentation/Getting Started/Getting Started Step By Step

Getting Started Step By Step

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Written by admin
May 3, 2022

To get the most out of SMSWiser, follow these steps:

1. Integrate with at least one SMS gateway

Ensure you have a connection with a reliable SMS gateway. This is the first step in enabling your SMS marketing campaigns. Please check the list of the available gateways and ask SMSWiser team to set up an integration between your SMSWiser account and with that gateway account. 

2. Create a Route

Set up a route with your chosen gateway to define how your messages will be sent. Go to the SMS Gateways menu, click on + Add Route, select the appropriate country, set the price per SMS, and click Submit. This step configures the pathway for your SMS messages to reach your audience.

3. Create a Source

Every lead you upload needs a SourceID and a country. This helps in tracking and managing your leads effectively. Navigate to Settings and select Sources. Click + Create Source, fill in the required details such as Source Name, SourceID, and country, and click Submit. This ensures that every contact is properly categorised and traceable.

4. Import/Upload Leads

Add your contacts to the system to start building your audience. Go to the Leads section and click on Import data. You can choose between API or CSV upload based on your preference. Follow the instructions provided to upload your contacts seamlessly. Make sure to include all necessary details like SourceID and country for each contact.

5. Create a List

On SMSWiser, Lists are set of filters. Organise your contacts into lists for targeted marketing. In the Leads section, click on + Create list, name your list, and click Submit. To refine your lists, click on Lists, select Options -> Edit, and set specific conditions such as country, SourceID, or other relevant parameters. This allows you to segment your audience for more effective campaigns. Please pay attention to Added at and Timestamp period, as these values should reflect the date and time your contacts were uploaded to the system. 

6. Create a Campaign

Use a tracking link and optionally an impression link from your tracking platform to set up a campaign. Navigate to the Campaigns tab, click + Add Campaign, enter the campaign name, select the country, and connect to your tracking platforms by entering the tracking and impression links. 

7. Create a Drop

Go to the Drops tab, click + Add drop, and fill in the necessary details such as Name, Sender, SMS text, Country, Campaign, SMS gateway route, Leads list, Amount, Shortlink extension, and Send time. Click Submit to schedule or send your campaign immediately. You can choose to send your drop all at once or in smaller batches, which is useful if your gateway has sending limits. Monitor the performance of your drops in real-time with the View option.

Advanced Capabilities

  • Sending in Batches: Manage gateway limitations and optimise delivery by sending your drops in smaller batches.
  • A/B Testing: Experiment with different sender names and SMS texts to see which variations perform best.
  • AI Optimisation: Use AI to send drops in batches, only proceeding if the previous batch meets ROI or CTR targets.
  • Retargeting: Create new lists based on engagement metrics like clicks and conversions to refine your marketing strategy.

Please check Advanced Features section for further information on the available tools. 

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  • SMSWiser’s Integrations List

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