Find SMS

The ‘Find SMS’ feature in Email Marketing module of Retention CRM allows Associations, Chambers of Commerce and Nonprofits to search and manage all their SMS campaigns sent through Retention CRM.

General Functionality of ‘Find SMS’ Feature

Here’s a breakdown of the options and their functionalities:

Find SMS Options

• SMS Name: This field lets you search for a specific SMS campaign by its name.
• SMS Date: Use this option to find SMS campaigns sent within a particular date range.
• Created or Sent by: This filters the results based on the user who created or sent the SMS campaign.
• Is Mailing Archived?:
  • Yes: Select this to show only archived SMS campaigns (campaigns you no longer need quick access to).
  • No: This option displays only active SMS campaigns (ones you might need to manage or resend).
• SMS Status: This is a critical filter that allows you to find campaigns based on their current stage:
  • Scheduled: Campaigns set to go out at a future date and time.
  • Running: Campaigns currently sending SMS messages.
  • Complete: Campaigns that have finished sending all messages.
  • Paused: Campaigns that were stopped mid-delivery and can be resumed.
  • Canceled: Campaigns that were stopped and will not be delivered.
  • Draft / Unscheduled: Campaigns that are still being created and not scheduled for sending.
• Campaigns: This filter lets you find SMS campaigns associated with specific Retention CRM campaigns (useful for tracking SMS efforts within broader outreach initiatives).

Table Headers

The table displays a list of all your SMS campaigns with the following headers:

• SMS Name: The name you assigned to the campaign.
• Sent Date: The date and time the SMS messages were sent (blank for unsent campaigns).
• Status: The current status of the campaign (Scheduled, Running, etc.).
• Recipients: The number of recipients targeted by the campaign.
• Delivered: The number of messages successfully delivered (blank for unsent campaigns).
• Bounced: The number of messages that failed to deliver due to invalid phone numbers.
• Opted Out: The number of recipients who opted out of receiving future messages.
• Links: This might contain links for actions like editing the campaign or viewing detailed delivery reports. (Retention CRM’s specific interface may vary)

Using ‘Find SMS’ Feature in Association Management

Imagine a nursing association using Retention CRM to manage communication with its members. Here’s how they can leverage ‘Find SMS’:

• Scenario: The association wants to send an SMS reminder to all members about an upcoming CPR certification course.
• Using Find SMS:
  1. Create a new SMS: Craft the message reminding members about the course date, time, and registration details.
  2. Target audience: Use Retention CRM’s smart groups to target only members whose CPR certification is expiring soon.
  3. Schedule the SMS: Set the date and time for the SMS to be sent a few days before the registration deadline.
  4. Track the campaign: After sending, use ‘Find SMS’ to monitor the campaign’s status (Scheduled initially, then Running and finally Complete). They can also see the number of delivered messages and identify any bounced messages (for invalid phone numbers).

Additional notes

• Send urgent updates about association events or schedule changes.
• Share voting reminders or links for online polls.
• Conduct quick surveys to gather member feedback on various topics.

More Use Cases for Associations

Sending Reminders and Updates

Associations can leverage ‘Find SMS’ to send timely reminders and updates to their members.

For instance, an association can use this feature to:

• Remind members about upcoming events, meetings, or deadlines.
• Share last-minute updates about schedule changes, venue modifications, or speaker cancellations.
• Disseminate important announcements regarding association policies or membership benefits.

Boosting Participation and Engagement

‘Find SMS’ can be instrumental in driving member participation and engagement in association activities.

Here’s how associations can utilize this feature for this purpose:

• Send SMS reminders to encourage members to register for events, workshops, or training sessions.
• Conduct polls or surveys to gather member feedback on association initiatives or programs.
• Share voting reminders or links to online polls to ensure maximum participation in decision-making processes.

Conducting Quick Surveys and Gathering Feedback

‘Find SMS’ allows associations to conduct quick and efficient surveys to collect valuable member feedback.

Associations can use this feature to:

• Send out short SMS surveys to gauge member satisfaction with association events or services.
• Gather member opinions on potential new programs or initiatives.
• Conduct pulse surveys to assess member needs and preferences.

By utilizing ‘Find SMS’ effectively, Associations, Chambers of Commerce and Nonprofit organizations can keep their member, staff, donors and other stakeholders informed, engaged, and actively participating in their activities.