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SMS Marketing

Oncord's SMS marketing feature allows you to send text messages directly to your contacts. You can use it for direct campaigns, event reminders, or as part of a Marketing Automation workflow.

Replies to SMS messages can be recorded within Oncord, allowing you to handle opt-outs.

SMS messages are sent through a third-party SMS gateway - so you'll need to sign up with a supported provider and connect it to Oncord before sending.

Enable The SMS Marketing Feature

In order to enable the SMS marketing feature, you'll first need to have Oncord's marketing features enabled.

To enable Oncord's Marketing features:

  • Within your Oncord Dashboard, Go to Settings > Features.
  • Click the ON/OFF button to toggle on the Marketing feature.

The new features will install in a few seconds, and appear in the left sidebar of the Dashboard. 


To enable the SMS marketing feature:

  • Within your Oncord Dashboard, Go to Settings > Features.
  • Locate the SMS Marketing feature - listed as optional under the Marketing feature.
  • Click the ON/OFF button to toggle on the SMS Marketing feature.

Connect an SMS Gateway

SMS messages are initiated by Oncord, and then delivered through your own third-party gateway account - Oncord does not send SMS messages directly. You'll need to register with one of the supported providers below and connect it to Oncord before you can send messages.

Supported SMS Gateways:

To Connect Your SMS Gateway:

  • Sign up with a supported SMS gateway provider.
  • Complete any verification steps required by your provider (e.g. A2P 10DLC or Sender ID registration).
  • Go to Dashboard > Marketing > SMS.
  • Follow the on-screen steps to connect an SMS gateway.

Important - Send a Test: After connecting an SMS gateway, ensure that you confirm delivery, replies, and opt-outs are working correctly by sending a test message. 

Create & Send an SMS Message

After enabling the SMS Marketing feature and connecting your SMS gateway, you'll be ready to send your first SMS message.

To create a new message:

  • Go to Dashboard > Marketing > SMS
  • Click New Message.
  • Enter an Internal Subject - this is for internal reference only, and won't be visible to recipients.
  • Type your message in the text box.
  • Click Save and Prepare.
  • Click the Select Recipients link to select which contacts will receive the message.
  • Click Send Now when ready.


SMS Replies

For any SMS messages sent by Oncord, you can view replies and out-outs. 

To view replies to an SMS message: 

  • Go to Dashboard > Marketing > SMS
  • Locate an SMS message that has been sent, and has received replies. 
  • Click the number that appears in the "Replies" column to view all replies. 

SMS replies will also appear in the activity feed on the recipient's contact profile.

Contacts who opt-out of receiving SMS messages will be automatically updated within Oncord, and excluded from future SMS sends. 

SMS Marketing Tips & Notes

  • Messages are limited to 160 characters. Longer messages will be split and sent as multiple SMS.
  • SMS sends count towards your pricing plan "sends" limit. 

Troubleshooting & FAQ