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Getting Started with Bulk SMS

What do I need to get started?

Section titled “What do I need to get started?”

Required Data:

  • Clean lead list with firstName, lastName, phoneNumber
  • Opt-in/compliance documentation
  • Approved messaging content

Prerequisites:

  • Opt-in/compliance requirements met
  • Approved messaging content ready
  • Understanding of local regulations and best practices

How do I choose the right view?

Section titled “How do I choose the right view?”

The Bulk SMS system has three main views:

Send View:

  • Upload new CSV files
  • Create and launch campaigns
  • Schedule message delivery

Analyze View:

  • Review campaign performance

Generate View:

  • Build lists from existing system leads
  • Use filters to target specific segments
  • Create campaigns from pipeline stages

What’s the quickest way to start?

Section titled “What’s the quickest way to start?”

  1. Choose your approach

    • CSV Import (recommended for new accounts)
    • List Generator (for existing system leads)
    • Pipeline Selection (for specific stages)

  2. Prepare your data

    • Clean your CSV with required headers
    • Validate phone numbers (Automotive AI Does This For You)
    • Remove duplicates (Automotive AI Does This For You)

  3. Create your campaign

    • Upload your list
    • Write your message
    • Set your schedule

  4. Launch and monitor

    • Send your campaign
    • Track performance in Analyze view
    • Iterate based on results

What are the three ways to create campaigns?

Section titled “What are the three ways to create campaigns?”

1. Send Bulk SMS (CSV Import)

Upload a new CSV file of leads. Best for:

  • New account setups
  • External lead lists
  • One-time campaigns

2. List Generator

Build lists from leads already in Automotive AI using filters. Best for:

  • Existing customers
  • Segmented targeting
  • Regular campaigns

3. Select by Pipeline

Choose leads in specific pipeline stages. Best for:

  • Follow-up campaigns
  • Stage-specific messaging
  • Workflow integration

What should I know about compliance?

Section titled “What should I know about compliance?”

Compliance Requirements:

  • Opt-in consent from recipients
  • Approved messaging content
  • Respect for local regulations
  • Clear opt-out instructions

Best Practices:

  • Schedule messages during appropriate hours
  • Monitor opt-out rates closely
  • Keep content professional and relevant
  • Maintain clean, updated contact lists

How do I know if my campaign is successful?

Section titled “How do I know if my campaign is successful?”

Key Metrics to Watch:

  • Delivery Rate: Messages successfully delivered
  • Reply Rate: Recipients who respond
  • Opt-out Rate: Recipients who unsubscribe
  • Twilio Health Score: Platform delivery health

Success Indicators:

  • High delivery rates (>95%)
  • Reasonable reply rates for your industry
  • Low opt-out rates (<2%)
  • Positive Twilio health scores

What if I run into issues?

Section titled “What if I run into issues?”

Common Solutions:

  • Validation errors: Correct CSV formatting and re-upload
  • High opt-out rates: Pause campaign and review compliance
  • Delivery issues: Check Twilio health and contact support

Escalation Process:

  • High complaint rates → Notify Compliance team in WhatsApp Group
  • Double message errors → Screenshot error and post in dealer WhatsApp group

Quick Reference

Section titled “Quick Reference”

Required CSV Headers

Section titled “Required CSV Headers”
firstName, lastName, phoneNumber
Section titled “Recommended Sending Limits”
  • Maximum ~100 messages every 5 minutes
  • Protects Twilio health and deliverability

Page Navigation

Section titled “Page Navigation”
  • Send View: Create and launch campaigns
  • Analyze View: Review performance metrics
  • Generate View: Build lists from existing leads

Ready to create your first campaign? Continue to Creating Campaigns for detailed step-by-step instructions.