How to Create and Send an SMS Message Campaign

This guide walks you through how to create and send a SMS Message Campaign from start to finish in Recrevio.

We cover everything needed to send a SMS campaign, including audience selection, message settings, and sending options.

👉 See the separate articles on How to Enable Sales Tracking in Campaigns and Automations and How to Analyze Campaign Performance for full details on how to measure and analyze SMS campaigns.

Step 1: Go to Create Campaign

Navigate to: Marketing > Campaigns > Create Campaign

You’ll start by selecting the campaign flow.

Step 2: Select campaign flow

Choose the channel you want to use:

• Email Campaign – send email campaigns to your subscribers
• SMS / WhatsApp / Voice Campaign – send message campaigns to your subscribers

Click SMS / WhatsApp / Voice Campaign to continue.

Step 3: Name your campaign

Enter a Campaign Name.

This name is for internal use only and helps you identify the campaign later in lists and analytics.

Click Next to continue.

Step 4: Select campaign type (SMS, WhatsApp, or Voice)

Choose the type of message campaign you want to create.

• SMS Campaign
• WhatsApp Campaign
• Voice Campaign

Choose SMS Campaign and click Next to continue.

Step 5: Select recipients (lists & segments)

In the Recipients step, choose who will receive your campaign.

You can select:

Lists

Static groups of subscribers (e.g. “Newsletter”, “Customers”, “Event signups”).

Segments

Dynamic audiences based on filters (e.g. “Active members”, “Clicked last 30 days”).

For each list or segment, you can:

• Include it (send to these people)
• Exclude it (remove these people from the final audience)

You’ll see the total recipient count update as you select recipients.

Click Next to continue.

Step 6: Campaign summary & message settings

This step lets you review key settings and write your message.

Campaign Type

This shows the channel selected for the campaign.

The campaign type determines:

• How the message is delivered (SMS, WhatsApp, or Voice)
• Which message editor and options are available
• Which Twilio services are used in the background

The type is set earlier in the campaign flow and cannot be changed at this stage. You can go back and change the Campaign Type at the Type step in the Setup process.

Sales tracking (optional)

You can enable Track sales from this campaign.

When enabled, you can define:

• Source (e.g. newsletter, facebook, google)
• Campaign (e.g. launch, deal, promotion)
• Medium (e.g. email, social, ppc)

These values are used to generate UTM tracking links and connect email clicks to sales data.

👉 See the separate articles on How to Enable Sales Tracking in Campaigns and Automations and How to Analyze Campaign Performance for full details on how to measure and analyze SMS campaigns.

Recipients

The Recipients section lets you review who will receive the campaign before sending.

Here you can see:

• The total number of recipients
• Which list or segment the campaign is being sent to

If the recipient count doesn’t look correct, you can go back to the Recipients step to adjust your list or segment selection before sending the campaign.

Write your SMS message

In the Message section:

Type your SMS content in the message box.

You'll also have options to:

• Add tag – use personalization tags to personalize the SMS content (example: {first_name}    ).
• Send Test – send a test message to verify formatting and content before sending to the full audience
• Character counter – shows how long the message is (helpful for keeping SMS concise)

Click Next to continue.

Step 7: Send or schedule the campaign

In the final step, choose when to send your campaign:

Send options

• Draft – save without sending
• Now – send immediately
• Later – schedule for a specific date and time

When everything looks correct, click Send Campaign.

What happens next?

• All campaigns (sent or draft) appear in Marketing > Campaigns
• Drafts remain editable and can be resumed anytime
• Performance data becomes available after sending

Summary

Creating a message campaign follows these steps:

• Go to Marketing > Campaigns > Create Campaign
• Select Campaign Flow (SMS, WhatsApp or Voice)
• Name the campaign
• Select campaign type: SMS
• Select recipients (lists/segments + include/exclude)
• Review settings and write your message
• Send now, later, or save as draft