Skip to main content

BRD 2.4 Create SMS Campaign, stage 1 of 4, Campaign Details

Create SMS Campaign is a four-stage wizard, reached at /bvoice/broadcast-new/campaigns/create/sms. The stages, shown across the top of the page, are:

  1. Campaign Details
  2. Audience
  3. Schedule
  4. Review

The stage indicator is a progress display, not a navigation control. None of the five stage labels is clickable. Move between stages with Next Step and Back only.

Stage 1 collects the campaign's identity and its sender.

  1. Open Broadcast > Campaigns and select New Campaign.
  2. Select the SMS card, then Continue.
  3. Complete the Campaign Details stage:
FieldControlWhat to enter
Campaign NameText field, placeholder Enter campaign nameThe name for the campaign. This is what appears in the Campaign column of the list, so make it identifiable months later, for example Renewal reminder, Q4. This is the only mandatory field on this stage.
Campaign DescriptionText area, placeholder Enter a brief description of this campaignWhat the campaign is for. This appears in the Description column. Optional.
Sender ID or Source NumberDropdown, placeholder Select a sender IDThe number or sender identifier the message is sent from. The options are the sender identifiers provisioned to your tenant. Helper text reads "This will appear as the sender of your SMS". Optional at this stage.
ThrottleOn/off switch, off by defaultSee the note below.
  1. Select Next Step to move to Audience, or Cancel to leave without creating the campaign.

Next Step stays greyed out until Campaign Name contains a value. Description, Sender ID and Throttle can all be left untouched and the stage will still advance. This differs from Tenant > Users > Add New User, where the submit button is active on an empty form.

The field carries two names in one label: Sender ID or Source Number. They are the same setting. Which one your options represent depends on what the platform has provisioned for your tenant. If the dropdown is empty, your tenant has no sender identifier available, and no SMS campaign can be sent: request one through support@ncsapp.com before you build the campaign.

Figure key, Create SMS Campaign, stage 1​

  1. Page title, Create SMS Campaign.
  2. Stage indicator, four stages, with Campaign Details active: Campaign Details, Audience, Schedule, Review.
  3. Campaign Name field.
  4. Campaign Description field.
  5. Sender ID or Source Number dropdown.
  6. Throttle switch.
  7. Cancel button.
  8. Next Step button.