Text Campaigns & Automations
In Levitate you are able to send out text messages one to one through the texting app, through Text Campaigns, and through Text Automations. The video below gives insight into the differences between Text Campaigns and Text Automations. It also walks through setting up a Campaign versus setting up an Automation.
Hoping to send out, or schedule out, a text message to multiple contacts? Use text campaigns!
Just like with emails, users can search via the Contacts page, select who to send to, and set up a send.
You can select by tag group(s) or individually.
Add a title to the campaign, type in text, and schedule out the send to selected contacts. Like our email send flow, choose to send right away, or schedule out to a date in the future.
Drafting a text campaign:
Scheduling it out:
Once a text is scheduled out, or sent, reporting is available through Reporting.
See all campaigns that have been sent, cancelled, and scheduled. Scheduled campaigns can be rescheduled and cancelled. A CSV report for the individual send can also be downloaded here, by clicking the green icon on the right hand side of each text send.
Daily texting limits apply!
Adding Links to Text Messages
You can include URLs in your text message campaigns. Here's how they work.
In Text Messages:
- URLs appear as plain text (e.g., "https://yourwebsite.com")
- Recipients see the full URL in the message
- The URL is automatically clickable on most mobile devices
- You CANNOT create hyperlinked text like "click here" in SMS
Example:
Why SMS is Different from Email:
- SMS/text messaging doesn't support HTML formatting
- All text appears plain (no bold, colors, or hyperlinks)
- URLs must be shown in full for recipients to click
Tips for SMS Links:
- Use URL shorteners (like bit.ly) for long links
- Place URLs on their own line for better visibility
- Add context before the URL (e.g., "Learn more:")
- Test links before sending to ensure they work
FAQ
Q: Can I make text clickable in SMS messages (like "click here")?
A: No, SMS doesn't support hyperlinked text. URLs must appear as plain text (e.g., "https://example.com"). The URL will be clickable on mobile devices automatically.
Q: Why does the URL show up instead of clickable text?
A: Text messages (SMS) use plain text format and don't support HTML. Unlike emails, you cannot format text as clickable links. Recipients will see the full URL, which becomes clickable on their mobile device.
Q: Can I use URL shorteners in text campaigns?
A: Yes! Services like bit.ly or TinyURL can help make long URLs shorter and more readable in text messages.
Texting Automations
A Texting Automation works similarly to a Texting Campaign, instead it's just a series of touch points scheduled out based on the day that the automation is kicked off starting with a text message to the recipient. All steps do not need to be a text, just the first step.