In order to create a marketing SMS follow the steps below :-

  • Click Marketing Automation tab from the menu on the left-hand side.

  • Then click on Bulk Activities to select SMS or the email activity that you need to perform.

  • Click SMS Marketing Campaigns option,




There will be 4 steps to setup a marketing SMS.

  1. Setup

    1. Name- It is mandatory field.

    2. Description – You can add description for the SMS. It will not be part of SMS content.

    3. SMS Type – There can be 2 type of SMS

      • Promotional

      • Transactional

    4. Sell do Tracking -

      • Campaign - You need to select campaign for which the reply will be tracked. The campaigns from your sell.do CRM account will be listed here. If you need to create new campaign, the link to setup new campaign is also provided, which will navigate you to CRM.

      • Shortcode – For the campaign , tracking shortcode can be selected.

    5. Click Proceed for the next step.


  1. Select Member List

You can select the member list from all saved lists displayed. Along with member list name, number of members in list and members with valid phone number are displayed.

You can create new member list, from the Create new member list link.

  1. Select one or more member list from the list.

  2. Click Proceed to go to next step. You can also save this SMS details and exit by Save and Exit option, and come again to edit the details.


  1. Design

This is the main step as it provides all contents of marketing SMS.

  • If the SMS is transactional then you need to select SMS body from SMS templates.

  • If it is promotional, then you enter free text and edit the text body.

  • Click Proceed to go to next step. You can also save this email details and exit by Save and Exit option, and come again to edit the details.



  1. Review

Once you have completed 3 steps, you will be able to review all configuration and complete last step here including

  • Member Lists – It will display selected member lists with number of members and number of phone numbers in each list.

  • SMS Preview - It will display all the SMS contents which give idea how it will appear to the customer.

  • Send Test SMS – You can test the SMS by sending it to some test phone numbers.

  • Send/Save – At final stage, you can now decide if you want to save this SMS or send later or send now.

    • Send Now : Selecting this option, will allow you to send the marketing SMS immediately.

    • Schedule : Selecting this option, will allow you to send the marketing SMS on scheduled time. For this you need to select date, time and timezone.

    • Save as draft: Selecting this option, will allow you to save this marketing SMS as draft. Later you can modify and send it when you wish to.

  • Click Finish to save and submit the details.