Nectar Desk offers an automated text-messaging solution, which assists you to manage two-way business interaction with your customers. With the aid of our SMS Campaigns, you can text hundreds of clients worldwide within a few minutes.

How to initiate the SMS Campaign?

The SMS campaign is a form of marketing that allows you to interact with your customers via text. It’s similar to an email campaign but is faster and easier to create with the help of the Nectar Desk solution.
The set-up procedure is really easy and quick. To start the campaign, follow the next steps:

  1. Go to the SMS section > SMS Campaign > Create Campaign .
  2. Fill in the fields below:
SMS Campaign form

Name your campaign and type the Message itself. Select the Outbound SMS ID, keep in mind that the number you select should obviously be SMS enabled. If you turn on the Ongoing Campaign option, the system will send the text message to every newly added to the list contact.

We at Nectar Desk handle 2 scenarios of SMS Campaigns:
1 – a campaign based on the contact list;
2 – a campaign based on pipelines from Pipedrive.
Let’s dive deeper into each of them.

1. List-based Campaign

If you want to send text messages to your clients from the previously uploaded contact list, enable Use Lists option, select the required list and schedule campaign if needed. Don’t forget about Override Business Hours settings: select your time zone, days and working hours so you could be sure the SMS won’t be sent to your clients when they are outside of the office.

2. SMS Automation with Pipedrive

If your use-case is the second one and you want to initiate a campaign based on pipelines from Pipedrive, omit Use Lists option and select previously created trigger instead.

How to create a trigger?

Creating a trigger

To create a trigger, you need to go to Aumonations > Trigger > Add Trigger.
Then fill in the form, which should contain the information about the trigger’s name, select the required pipeline from your Pipedrive account and the Pipedrive stage itself.
You can execute an SMS sending to existing contacts so that the text message will be sent not only to those clients who are constantly moving to the previously chosen Pipedrive stage but also to the ones, who already are at this very stage.
Once the deal is moved to the same stage again, it’s also possible to make the system automatically send SMS to the client.
When the trigger is created, you need to go to the SMS Campaign settings in order to end up the set-up procedure (Business Hours, campaign scheduling, etc).

Once the Save button is pressed, your SMS Campaign is ready to go.
Nectar Desk SMS Campaign Service is perfect for updates informing, event invitations or cancellation notifying, polls & surveys, or simply any messages that must be quickly sent. Our software will interactively gather and process replies.

We also provide our clients with the SMS History and Outbound SMS reports so you could make sure your text messages were successfully delivered to your customers. Pull a report to see all outbound messages you’ve sent for a selected date range with the possibility to check their status.

Have questions? Ask us at support@nectardesk.com and we’ll be glad to response 🙂

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Lera Dupliychuk