Create a promotional SMS task

Procedure

1. Go to Workspace > User Marketing > Reach Marketing > SMS.

2. In the upper-right corner, click Create Send Task to open the Create SMS Task page.

3. Configure the following parameters:

   • Task Name: Enter a name for the task. This name helps you identify the purpose of the task. Task names must be unique within a workspace.

     Note

     The task name does not affect the actual content sent.

   • SMS Platform: From the drop-down list, select the SMS platform to use.

     Note

     For promotional messages, third-party SMS platforms do not support short links or short parameters.

   • SMS Type: Select Promotional Message.

   • Select Signature: From the drop-down list, select an existing signature, or click Create Signature or Add Approved Signature. The signature is sent to the user with the text message.

     When you add an approved signature, do not include the brackets【】. The system automatically adds them when sending the message.

     Note

     A signature must be approved on the corresponding SMS platform before you can add it. Otherwise, the message will fail to send. To confirm that your signature is approved, go to the Alibaba Cloud SMS console or the third-party SMS platform. To create a new signature, see SMS Signature Management.

   • Select Template:

     • Select Existing Template: From the drop-down list, select an existing template.

     • Create Template: Enter a template name and edit the SMS content to use as the template content.

     Note

     • The template can be used for sending messages only after it is approved on the corresponding SMS platform.

   • SMS Content: The content depends on the selected SMS template. A preview of the message content appears on the right side of the page. Check the preview carefully.

     Note

     • If you change the content after selecting a template, you are creating a new template. This new template also requires approval before it can be used.

     • If you have requested and been added to the Alibaba Cloud full-variable whitelist, you can insert variables in the format ${name}. The modified template is automatically approved and can be sent at any time. However, you cannot insert variables into short links.

   • Recipient Numbers: Specify the recipients of the text message. Two methods are supported:

     • Select Audience: Click Select Audience and choose an audience that uses mobile numbers as the ID type.

     • Manual Upload: Upload a CSV or TXT file that contains a list of recipient mobile numbers.

     Note

     If you have inserted short parameters or variables into the message content, you can only select an audience. Manual upload is not supported.

   • Select Tags: This configuration item appears only if the message content contains short parameters or variables.

     • If the message contains short parameters, their values are derived from the mobile number. No configuration is required.

     • If the message contains variables, click Select Tags. From the source user tag dataset of the selected audience, select a tag field to use as the variable value for each user. If the field is a time type, you must also select a time display format.

       Then, configure how to handle cases where a user has no available tags or a user's tag value is empty:

       • Do not send: If a user's tag value is empty, the message is not sent to that user.

       • Replace: Replace the variable with the specified text.

   • Associate Sub-campaign: Select a main campaign, and then select a sub-campaign under it. Independent sub-campaigns are displayed under - at the end of the main campaign list. Associate the marketing task with one or more sub-campaigns. For more information about campaigns, see the Marketing Campaign document.

   • AES Encryption: Select whether to use AES encryption for the ID.

     If the ID is AES-encrypted, it must be decrypted before the message is pushed. Decryption requires an AES key. For information about configuring an AES key, see Organization Settings.

   • Limit Recipients: If your selected audience has 1,000 users but you only want to send the message to 100 of them, enable this option and enter 100. The limit cannot exceed the total number of users in the selected audience.

   • Scheduled Send: Enable this option to specify a sending time. If you schedule the send, you must select an approved SMS template and cannot change its content. This ensures that the process runs smoothly.

     Note

     If you have requested and been added to the Alibaba Cloud full-variable whitelist, new templates for Alibaba Cloud SMS are automatically approved and can be sent at any time. Therefore, you can use any existing template or modify a template for scheduled sends.

     

4. Click Submit Send Task. In the dialog box that appears, verify that the task information is correct, and then click Confirm to create the promotional message task.