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How to Set SMS Sending Goals for Previously Sent Campaigns

While we recommend that you set goals for your campaigns at the time of sending, you can also set goals for the campaigns sent in the past.

Note: When you set goals for a previously sent campaign, goal performance is evaluated using the data beginning from the moment the campaign was originally sent to the current time.

How to set sending goals for previously sent SMS campaigns?

Step 1 – Create a New Goal

Use the Main Menu on the left to expand the Create menu and click Goal.

Previous SMS campaign goals, create menu. Goal is highlighted

The next screen will list all the goals created so far. You can edit an existing goal or create a new goal. To create a new goal, use the Create Goal button (as highlighted in the screenshot below) and proceed to the next step.

Previous SMS campaign goals. The create goal button is highlighted

Step 2 – Give the Goal a Relevant Name and Description

This description is purely for your reference purpose. Your customers will not see this, so make it as informative as you want. It will make campaign identification easier in the future. Click Continue when done.

Previous SMS campaign goals. Add goal name and description

Step 3 – Select the SMS sending for Goal Setting

The Goal Purpose dropdown menu lists the different types of goals you can create for your campaigns. From this menu, click SMS Sending (as highlighted in the screenshot below).

Previous SMS campaign goals. Select goal purpose from a dropdown menu

From the subsequently displayed menu, select the relevant SMS sending for which you wish to set the SMS sending goals.

Previous SMS campaign goals. Select the SMS sending

Note: In this menu, only those sendings are available for selection for which no sending goals have yet been set.

Step 4

Enter Your Goal Parameters

In the expanded menu that is consequently displayed, enter the target performance values for your SMS sending.

Previous SMS campaign goals. SMS sending goals overview, list of KPIs

You can:

  • Enter the KPI performance targets manually using the Goal Rate% field as highlighted in the screenshot below; Or
    Previous SMS campaign goals. Goal rate in percentages
  • Autofill the KPI performance targets using a pre-saved goal template (as highlighted in the screenshot below). These templates are meant to serve as a starting point. You can always edit the entries as per your requirements.Previous SMS campaign goals. Prefill goals based on template

Specify the start and end dates between which you want to measure the SMS sending’s performance and click Save.

Previous SMS campaign goals. Set start and end date for your goals

Voila, you have successfully set performance goals for your SMS sending.

Let’s move on and see if your SMS sending keeps up with the set goals!