SMS tasks
Manage by name and status; show template, recipients, success and failure counts.
Add-on · Flagship · SMS campaigns
Bulk SMS by task; see success, failure, and send status
SMS campaigns live under Marketing on Flagship. Create SMS tasks with approved templates; see recipient count, success and failure counts; statuses include pending, sending, completed, cancelled. Company credentials and signatures live in credential management; Settings → SMS manages templates and signatures.
Ops or sales support that need template-based bulk SMS and delivery reconciliation.
Start for freeColumns on the task table
| Task name | SMS template | Recipients | Sent OK | Failed |
|---|---|---|---|---|
| Visit confirm | Visit reminder | 128 | 121 | 7 |
| Restock node | Restock reminder | 86 | 84 | 2 |
SMS records
Query send history and delivery status.
Credentials and templates
Company credentials keep signatures compliant; Settings maintain SMS templates and types.
Good fits
Milestone reminders
Visit, restock, renewal — send approved templates to the list.
Campaign notices
Bulk send to a selected list; review success and failure afterward.
Boundaries
Do not send unapproved templates
Only approved SMS templates and signatures.
Not a free-tier feature
SMS campaigns are Flagship; Settings SMS is for templates and signatures.
Questions before go-live
Sales, marketing, and procurement ask these first. If answers are fuzzy, the team will not actually use it.
SMS campaigns on Advanced?
No. SMS campaigns are Flagship; all plans can manage templates and signatures in Settings.
Why marked add-on?
SMS is billed per message; enable and keep credentials compliant before sending.
Can we free-write blast copy?
Only approved templates — do not rewrite into unapproved content.