Send Message

The Send Message component delivers a basic text response message to the participating user, for example:

  1. The user texts the keyword WATERFALL to the short code 67463.

  2. The campaign responds: Waterfall is part of the Upland Mobile Messaging product family that delivers outstanding customer experiences in the moments that matter. Visit https://uplandsoftware.com/mobile-messaging to learn more.

Note: Typically, the subscription feature will be turned on, so subscribers will be added to a subscription list upon texting in to the campaign.

For more information on working with campaigns, see Creating a new campaign or Editing a campaign.

To add the Send Message component from the campaign page:

  1. Select Add Component.

  2. Select Send Message from the dropdown list, and then select OK.

  3. If components have already been added to the campaign, select the placement of the new component in the list on the right.

    The component is added to the list.

    4. Note: To rearrange the order in which messages are sent by your campaign, select a component and drag it to a new position in the list.

  4. Select the component name to open the form:

  5. Enter the Response message, which is sent to campaign subscribers.

    To add a message, select SMS (plain text message), MMS (multimedia message, including images, videos and audio), RCS for each message, and then enter your message in the text box. For information on RCS messaging, see Using Rich Communication Services (RCS) messaging in Waterfall.

    Note: MMS messaging is available in the United States and Canada only.

    For SMS messages, you can include some or all of the following customizations to add interest to your message:

    • Header (if available): Select Header Header and select one or more identifying details from your log-in account to add to the top of your message:

      • Name: your first name and last name, if available; if unavailable, your log-in user name

      • Mobile: the mobile number associated with your user name

      • Company (Subaccount): the company or subaccount you are using when you add the header

      When you are done, select Apply.

    • Dynamic insertion: Select Dynamic insertion Dynamic Insertion and select a metadata field from the dropdown list, then add a default value to display when a value is not available in a subscriber's profile. Select Insert to add the field to your message.

      Tip: Adding a default value is highly recommended; otherwise, when a subscriber's profile does not include a value in the selected field, the entry in your message will be blank.

    • Link shortener (if available): Select a URL in your message and then select Link shortener Link Shortener. Select Insert to reduce the character count by adding a shortened link to your message.

    • Coupon code (if available): Select Coupon code Add Coupon and select a coupon code from the dropdown list. Select Insert to add the code to your message. For more information, see Adding coupon codes.

    Note:  A simple text message is limited to 160 characters. Check the lower-right corner for the remaining character count. If the number is negative and red, then the message is overlong and may be split and sent as a multipart SMS message.

    (United States and Canada only)

    For MMS messages, you can include some or all of the following customizations to add interest to your message:

    • Header (if available): Select Header Header and select one or more identifying details from your log-in account to add to the top of your message:

      • Name: your first name and last name, if available; if unavailable, your log-in user name

      • Mobile: the mobile number associated with your user name

      • Company (Subaccount): the company or subaccount you are using when you add the header

      When you are done, select Apply.

    • Dynamic insertion: Select Dynamic insertion Dynamic Insertion and select a metadata field from the dropdown list, then add a default value to display when a value is not available in a subscriber's profile. Select Insert to add the field to your message.

      Tip: Adding a default value is highly recommended; otherwise, when a subscriber's profile does not include a value in the selected field, the entry in your message will be blank.

    • Link shortener (if available): Select a URL in your message and then select Link shortener Link Shortener. Select Insert to add a shortened link to your message.

    • Custom image file: Select Image Image and navigate to locate the image file (.gif, .jfif, .pjpeg, .jpeg, .pjp, .jpg, .png, or .vcf) up to 3 MB. Select Open to add the image to your message.

    • Custom video file: Select Video Video and navigate to locate the video file (.3gpp, .m4v, .mp4, .mpg, .mpeg, .avi, .wmv, or .mov). Select Open to add the video to your message.

    • Custom audio file: Select Audio Audio and navigate to locate the audio file (.mp3 or.wav). Select Open to add the audio to your message.

    • vCard file: Select vCard vCard and navigate to locate the vCard file (.vcf). Select Open to add the vCard to your message.

    • Emoji: Select Emoji Emoji to select an emoji from the catalog.

    • Coupon code (if available): Select Coupon code Add Coupon and select a coupon code from the dropdown list. Select Insert to add the code to your message. For more information, see Adding coupon codes.

    Note: If an icon is grayed out, it is unavailable.

  6. To accept user responses, select the Allow reply back checkbox.

  7. When you are done, select Save Campaign.

  8. You can continue adding components or return to the Campaign table:

    • To continue adding components, see Adding components.

    • To return to the Campaigns table, select Campaigns from the Campaigns menu.