An SMS campaign holds the prospects you text, the templates you send and the replies you get back. This guide shows how to create a new campaign in Lead Sherpa and what to do once it exists.
The steps at a glance
- Make sure you have a market: an approved 10DLC campaign with phone numbers linked to it.
- Open Campaigns and click Create SMS Campaign.
- Fill in the form and click Create Campaign.
- Start sending, or finish your SMS setup first.
Resources
→ SMS Guide: Integrating Twilio or Telnyx with Lead Sherpa
→ Attaching your 10 DLC Campaign to Numbers in Twilio
→ Managing User Roles and Access
1. Make sure you have a market
Every campaign sends from a market. A market is an approved 10DLC campaign on your Twilio or Telnyx account, together with the group of phone numbers linked to it. Each market needs at least 5 phone numbers, and we recommend 10.
One market per area code
If you want a separate market for each area code you text, you need a separate group of numbers for each area code, and each group needs its own approved 10DLC campaign.
2. Create the campaign
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In the menu on the left, click the megaphone icon to open Campaigns.
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In the top-right corner, click Create SMS Campaign.
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Fill in the form. Name, Market and Call Forwarding Number are required. The other fields are optional.
What each field does
| Field | What to enter |
| Name (required) | A name for the campaign. |
| Market (required) | The market the campaign sends from. See section 1. |
| Podio Push Email Address | The email address Lead Sherpa uses to push leads to Podio. See Integrate Lead Sherpa with Podio. |
| Call Forwarding Number (required) | The number that calls to this campaign are forwarded to. You can keep your market’s call-forwarding number or enter one just for this campaign. |
| Zapier Webhook For Leads | The Zapier webhook that pushes new leads to your CRM. You can set a default in your account settings under Manage App Integrations. See Zapier Setup: Connect to CRM Workspace. |
| Zapier Webhook for SMS | The Zapier webhook that handles incoming SMS messages automatically. |
| Owner | The user who owns the campaign, if your account has more than one user. |
| Skip Prospects Who Have Previously Responded | If set to Yes, prospects who replied in a previous campaign won’t get the first message in this one. This keeps you from recontacting people you already talked to. |
| Access | Which Staff and Junior Staff users can see the campaign. Master Admins and Admins can see every campaign. See Managing User Roles and Access. |
| Use DNC Scrub | If turned on, phone numbers on the National Do Not Call Registry are skipped. |
- Click Create Campaign. The new campaign appears in your campaign list.
3. Start sending, or finish your setup
If your Twilio or Telnyx account is already set up in Lead Sherpa, you can start sending messages from the campaign.
If it isn’t set up yet:
- Link your Twilio or Telnyx account to Lead Sherpa. See SMS Guide: Integrating Twilio or Telnyx with Lead Sherpa.
- Make sure your approved 10DLC campaign has phone numbers linked to it. For Twilio, see Attaching your 10 DLC Campaign to Numbers in Twilio.
- Refresh the connection: go to Phone Number Manager → Phone Connections and click the Refresh icon next to your account.
No approved 10DLC campaign yet?
Start there. You can’t send messages until your 10DLC campaign is approved. See SMS Guide: Twilio or SMS Guide: Telnyx.
Troubleshooting
| Problem | What to do |
| Create Campaign doesn’t work | Check that Name, Market and Call Forwarding Number are filled in. All three are required. |
| The market you need isn’t in the list | Make sure your approved 10DLC campaign has phone numbers linked to it, then refresh the connection in Phone Number Manager → Phone Connections. |
| Messages won’t send from the new campaign | Check that your Twilio or Telnyx account is linked and has an approved 10DLC campaign. See SMS Guide: Twilio or SMS Guide: Telnyx. |
Questions? Email support@leadsherpa.com.
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