You can easily create and send an SMS broadcast through Taguchi. This quick-start guide offers an overview and outlines the key steps to help you successfully send an SMS broadcast.

Before You Begin

If this is your first SMS broadcast, please reach out to our Client Success or Support team to ensure that your SMS provider integration is properly set up and ready for use.

Step 1: Log In To Taguchi

Make sure you're logged into Taguchi. If you're unsure how to do this, please refer to the "How to log in" section in the V5 User Guide before proceeding with the next steps.

Step 2: Create A New Campaign

If you have already created a campaign, skip to Step 3.

You can find the Campaigns section on the left-hand side menu. Click the "New Campaign" button located on the right-hand side, below the schedule list.

Step 3: Create A New Activity

Once in your campaign folder, click the + button in the top right corner of the activities table. This will display a popup where you can enter your activity details:

• Name: Create a unique and useful activity name (We recommend using a logical description, as well as any marketing reference codes, job number codes that will help identify the activity in future e.g. REF-0981 Sale Activity.)
• External ID: This is an optional field where you can add your own unique identifier for the activity.
• Date: The date selector can be used to schedule the trigger day/time.
• Repeat: You can choose to repeat the activity trigger every hour, day or week.
• Type: The following types are: Email, Web Page and SMS. Select SMS
• Cluster Keyword: You can easily assign a cluster keyword to this activity using the dropdown. Cluster keywords are used to build a profile of an email recipient’s interests over time.

After you have entered the activity details, click the Create button, you will be redirected to the newly created blank activity.

Step 4: Select A Template

Click the green Select Template... button in the top right of the activity edit window and select a suitable template you wish to use for the activity. Once the template has loaded, you may begin populating the SMS activity content.

Step 5: Edit The Activity Content

See the v4 User Guide on how to edit the SMS content.

Step 6: Proof The Activity

To proof the SMS activity, ensure you have an appropriate mobile phone number in your subscriber profile, then send a proof to yourself.

Step 7: Approve/Deploy Your Activity

When you are ready to broadcast your activity, simply click the green Approve button at the top of the activity log section. Click the three checkboxes confirming the manual broadcast, that the activity revision is correct and that the distribution settings are correct. After that, simply click Approve. Once your activity is approved, you will need to deploy it. Click the Broadcast/Deploy button at the top of the screen and confirm the desired send rate.

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