careCycle
Template LibraryMedicare templates

Custom SMS Campaign

A blank one-text starting point for building your own text campaign.

This one's a blank slate. It comes with a single text step and nothing else, so you can write your own message and send it to whoever you want. Use it when none of the other text templates fit.

At a glance

Who it's forWhoever you add
GoalWhatever you write
How people get inYou add them
Calls0
Texts1
Runs for1 day
EscalationsNone

How people get in

There's no automation, so nobody gets in on their own. You add people yourself, or set up your own automation on the Automations tab. See Automations Explained.

The text

Day 1: Text

Edit your message here.

That's the placeholder. Swap it out on the Pulse tab before you add anyone, then click Save, then Publish, or that's literally what they'll get. (Save Draft only saves your work in progress; nobody gets your changes until you publish.) After the text goes out, the journey ends.

You can also add more texts, waits, or other steps in the Pulse (the cadence of calls and texts). See Pulse, or Edit Your Pulse with an LLM.

Before you turn it on

  • Write your message. Replace the placeholder text, then Save > Publish.
  • SMS registration. Texts don't send until your number is registered (10DLC). See SMS and RCS Registration.
  • Timing. Texts only go out during your business hours and between 8 AM and 9 PM in the member's time zone.
  • Test it. Send it to yourself first. See Test Your Campaign.
  • Activate. A new campaign starts as a Draft. Nothing goes out until you click Activate on the Overview tab.

On this page

What's next

Welcome Calls