1 minute, 43 seconds
Configure a phone number
If you’ve gone through the sign up process, then you’ve already created a phone number. With CCAI, you can create additional phone numbers to home in on your audience for more personalized SMS campaigns
If you have various physical locations, you might use a number native to a particular region so that users recognize the area code.
- To set up your additional phone number, click on Settings in the left-hand menu
- You will automatically land on the phone tab. Click +Add
- Select your Country, type in your preferred area code, select a phone number from the drop-down menu, and click +Add Phone
You’re all set and ready to leverage multiple phone numbers for customized customer support.
Pro tip: SMS messages are shown to yield higher and faster open rates than email. With your newly configured a phone number, you’re ready to start interacting with your audience at a greater scale!
Have an existing customer list? Easily upload your contacts into CCAI and ramp up your multi-channel outreach.
- Click on the Contacts tab in the left-hand menu and click Create Contact
- Choose between single contact upload or CSV
- For single upload:
- Click Add
- Enter information
- Click Save
- For single upload:
- For CSV upload:
- Download and check our CSV Template for proper contact upload
- Click Choose a file and select your list – ensure your list is uploaded in CSV format
- Click Create
For SMS Campaigns
- Select the SMS tab in the menu and click +Create Campaign
- Name your campaign, select a time to send, choose the number you would like send from, construct the message to your recipients, and click Next
- To use a template, click on Use Template
- CCAI supports dynamic tags to customize your message for each recipient. Select the drop-down menu titled Contact field to choose the tag you would like to input in your message.
- You will be directed to the contacts page where you can upload a new contact list, manually add contacts, or use existing contacts
Click Create and your message will be sent out immediately