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SMS and WhatsApp Campaign Templates

Provides templates and setup tips for SMS and WhatsApp campaigns in zkipster, linking to interactive forms.

Murilo Aguiar avatar
Written by Murilo Aguiar
Updated over 2 months ago

Learn how to Build Campaigns that include SMS/WhatsApp Messages

From the Communications dashboard, click on the 'Create Campaign' button to select the template that best fits the type of campaign you want to create and send your guests.


Types of Templates

zkipster offers four distinct types of templates:

- Email/Message + Response Form: which combines messaging (via Email and/or SMS/WhatsApp) and collecting RSVPs in one campaign;


- Email/Message (standalone): for when you want to create a campaign that includes an Email and/or SMS/WhatsApp message without a response form directly attached to it;



- Response Form (standalone): when you need to create a Response Form dedicated exclusively to gathering responses without any accompanying messaging.




- HTML Email/Message: when you want to import your own HTML file to create a fully customizable email that can be used as a standalone email or in addition to a SMS/WhatsApp text message.

If you have chosen either Email/Message + Response Form or Email/Message, the next screen will allow you to select whether you want to send your guests a campaign that includes:

- SMS/WhatsApp messages only

To send only SMS/WhatsApp messages, toggle on the 'SMS/WhatsApp' option to include your message, and then, toggle off the 'Email' option.

- SMS/WhatsApp message + Email (to be sent at the same time)

To send SMS/WhatsApp + Email messages, toggle on the 'SMS/WhatsApp' option to include your message.


Please note: users need to purchase credit via the 'Plans & Billing' section of the account settings to be able to send SMS/WhatsApp messages. Before making a purchase, please refer to the SMS Compliance Considerations article to understand more about regional regulations that might prevent your message from being delivered to your guests.

Old Version Design

With the incorporation of the new design, zkipster has temporarily retained the old version to facilitate a smooth transition process.

To use the Old Version, on the 'Select Campaign Type' dashboard, on the top right-hand side, click on the 'Switch to the Old Design' option.

On the next screen, you can select if you want to send your guests a campaign that includes:

- SMS/WhatsApp messages only


Or


- SMS/WhatsApp message + Email (to be sent at the same time)

Under the 'Do you want to collect responses?' section, you can choose to include a link to a Response Form in your message:

- Select 'Yes, create a new response form' if you want to design a new RSVP Form to be linked to your text message:

Or,

- Open the 'Temporary Option' and select 'Yes, reuse an existing form from a campaign' if you want to link the same form that has already been created for a different campaign in this event. From the dropdown menu, select which existing form you want to link:

Once you are happy with your selection, press the 'Next' button to start designing each part of your campaign.

Please note: The Old Version Design will be disabled soon, so we highly recommend using the new Version Design.


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