How to Launch an SMS Campaigns in HighLevel

Quick start

  1. Navigate to Contacts inside your CRM.
  2. Filter your list and use the checkboxes to select your target prospects (or just select all).
  3. Click the Send SMS button (look for the speaking chat box icon at the top).

Follow the detailed steps below to complete the setup.

You just finished a massive webinar. Hundreds of hot prospects opted into your list. The next morning, you decide to follow up by emailing them a new offer. Crickets. You check the stats and your open rates are sitting at a dismal 12%.

Your sales reps are twiddling their thumbs. You have a massive list of people who already showed interest, but you cannot reach them because their email inboxes are overflowing with spam. You try manually texting them one by one from your personal phone, but after twenty messages, your thumbs hurt and you have wasted an entire hour on admin work.

You cannot scale an agency if you are manually texting leads or relying purely on dead email channels. HighLevel’s Bulk SMS feature is the ultimate fix. You can blast personalized, high-converting text messages directly to thousands of prospects’ pockets in seconds. Let us get your phone ringing off the hook.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Launch Your Bulk SMS Campaign

First, let us get your message out to the masses safely and effectively.

  1. Navigate to Contacts inside your CRM.
  2. Filter your list and use the checkboxes to select your target prospects (or just select all).
  3. Click the Send SMS button (look for the speaking chat box icon at the top).
  4. Click Ok, proceed to confirm your selection.
  5. Select your From Phone Number.
  6. Fill out the message body with your offer. You can use plain text, custom values, or a pre-saved message snippet.
  7. Select Drip Mode to avoid blasting everyone at once and triggering carrier spam filters.
  8. Fill in your Drip settings to control the batch size and delivery days.
  9. Click Send SMS to deploy the campaign.

Part 2: Create Reusable SMS Templates

Stop typing the same promotional messages over and over again. Build it once and save it forever.

  1. Navigate to Marketing and select Snippets.
  2. Click Add Snippet and choose Add Text Snippet.
  3. Fill in the snippet details, including a memorable name and your perfectly crafted message.
  4. Click Save. You can now instantly drop this template into any future bulk campaign.

Part 3: View and Edit Your SMS Campaign

Keep a close eye on your outgoing messages and adjust on the fly.

  1. Navigate to Contacts, select Smart Lists, and open Bulk Actions.
  2. Here, you can view the real-time status of your active SMS campaigns.
  3. Use the 3-dot action menu to easily edit, pause, or cancel the campaign if you need to make quick strategic adjustments.

Part 4: Automate SMS with Workflows

Want to text people the exact second they opt-in? Build a workflow.

  1. Navigate to the Automation tab.
  2. Click Create Workflow and select Create From Scratch.
  3. Add a Form Submitted trigger to capture the lead’s intent instantly.
  4. Add the Send SMS action to fire off your immediate response.
  5. Click Publish to turn the engine on.
  6. Click Save to lock in your new automated outreach system.

Automating your bulk SMS outreach guarantees your message actually gets seen and keeps your calendar completely packed.

Frequently Asked Questions

How do I launch my Bulk SMS Campaign?

First, let us get your message out to the masses safely and effectively. Navigate to Contacts inside your CRM. Filter your list and use the checkboxes to select your target prospects (or just select all). Click the Send SMS button (look for the speaking chat box icon at the top). Click Ok, proceed to confirm your selection. Select your From Phone Number. Fill out the message body with your offer. You can use plain text, custom values, or a pre-saved message snippet. Select Drip Mode to avoid blasting everyone at once and triggering carrier spam filters. Fill in your Drip settings to control the batch size and delivery days. Click Send SMS to deploy the campaign.

How do I create Reusable SMS Templates?

Stop typing the same promotional messages over and over again. Build it once and save it forever. Navigate to Marketing and select Snippets. Click Add Snippet and choose Add Text Snippet. Fill in the snippet details, including a memorable name and your perfectly crafted message. Click Save. You can now instantly drop this template into any future bulk campaign.

What should I know about view and Edit Your SMS Campaign?

Keep a close eye on your outgoing messages and adjust on the fly. Navigate to Contacts, select Smart Lists, and open Bulk Actions. Here, you can view the real-time status of your active SMS campaigns. Use the 3-dot action menu to easily edit, pause, or cancel the campaign if you need to make quick strategic adjustments.

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