Edit SMS Campaign Content

Editing Campaigns Step 2 - SMS Campaign

This is Step 2 of the Editing Campaigns series.

Edit Campaign

From the Campaign Details screen, click Next to get to the Edit Campaign screen.

In this step, you will edit the content for the message itself.


Editable Sections

Use the section on the left side of the screen to guide you through the edits you will need to make to your SMS campaign:

  1. View options:
    1. Eyeglass icon: Standard message preview. This is the default view.
    2. Pen icon: Highlights all editable sections in the message preview
    3. Info icon: Highlights all required and unedited fields in the list below
Edit Campaign - View Options
  1. Editable section list:
    1. Click on a section (e.g. Offer Text) to begin editing that section. Note that you can also click on the section itself in the message preview.
    2. If you see the Display toggle next to a module, that module is optional. You can click on the Display toggle to display or hide a module.
    3. Sections marked with a red star are mandatory fields. They must be edited before you can proceed to the next step.
  2. Quick Tips:
    1. Click on a section header (e.g. Mobile CTA) to jump to that section in the campaign.
    2. Click into an editable section in the campaign to bring up the formatting toolbar or Display toggle for that section.
    3. If a mandatory section isn't edited and you try to proceed to the next page, an error message will pop up listing the sections that need to be edited. Click on one in the message to jump to the section in the campaign. Make your edits before proceeding.
Edit SMS Campaign - Editable Sections

Insert Merge Tokens

Some editable sections may allow for formatting options, including inserting merge tokens. If you do not see the formatting toolbar, your corporate team has formatting locked for that section.


Your template may allow you to include a call-to-action. If this has been enabled for your template, you will see a section called "Mobile CTA" with a display toggle that allows you to include or hide that module.

If you choose to display the Mobile CTA:

  1. Make sure you edit the text for the CTA
  2. Enter the URL where the link should go
Edit Campaign - Edit Mobile CTA Links

Placeholder Content

Placeholder content highlighted in green must be edited before moving on from the Edit Campaign page.

A campaign can still be saved, but it cannot be proofed or scheduled until placeholder content is edited. You will see an error message if placeholder content has not been updated to ensure that messages are sent with the proper required content.


Make sure all required fields have been filled out and you are happy with the message content. Then, click Next.

For the next step, go to Select Locations.

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