# Getting Started with Conversive > **Source**: [SMS-Magic](https://docs.beconversive.com/getting-started-with-conversive) > >

This section is designed to help you smoothly navigate the process of creating a Conversive account and getting started with our platform.

## Browse Collection 1. [Sign Up and Verification](https://docs.beconversive.com/getting-started-with-conversive/04ZH01zlfcA-sign-up-and-verification.md) (Article) 2. [Guidance for API only customers](https://docs.beconversive.com/getting-started-with-conversive/DC8QC0enWLA-guidance-for-api-only-customers.md) (Article) 3. [SSO Login for Microsoft Azure](https://docs.beconversive.com/getting-started-with-conversive/zUGCAYdChQg-sso-login-for-microsoft-azure.md) (Article) 4. [Compliance & Consent Setup](https://docs.beconversive.com/getting-started-with-conversive/MvQoM7WTVc0-compliance-consent-setup.md) (Article) 5. [Simulator For Messaging](https://docs.beconversive.com/getting-started-with-conversive/rfwFq6Q4HHA-simulator-for-messaging.md) (Article) 6. [Invite your team members](https://docs.beconversive.com/getting-started-with-conversive/OXrVnFLLnNU-invite-your-team-members.md) (Article) 7. [Conversive Channel Onboarding Guide](https://docs.beconversive.com/getting-started-with-conversive/qz8CgPX9Rno-conversive-channel-onboarding-guide.md) (Article) 8. [Navigating Conversive](https://docs.beconversive.com/getting-started-with-conversive/X7Hs7j403VU-navigating-conversive.md) (Article) 9. [Learn About Trial Plan](https://docs.beconversive.com/getting-started-with-conversive/RlppwsxZSng-learn-about-trial-plan.md) (Article) 10. [Send Your First Message](https://docs.beconversive.com/getting-started-with-conversive/ecrJrxAqp3s-send-your-first-message.md) (Video) 11. [Send Out your first Campaign](https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign.md) (Video) 12. [Create your Message Templates](https://docs.beconversive.com/getting-started-with-conversive/wd5vmaRLVlk-create-your-message-templates.md) (Video) --- # VIDEO: Send Out your first Campaign ## METADATA - id: RuIxxq3DCfCBVaNA3KWMnA - type: video - source: SMS-Magic - content_url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign - collection_url: https://docs.beconversive.com/getting-started-with-conversive ## TRANSCRIPT - time: 00:00 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=0 text: In this video, let's see how to create, schedule, and send a Broadcast SMS campaign using a selected recipient - time: 00:06 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=6 text: list and template. - time: 00:11 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=11 text: Click on the "Create New Campaign" button in the top right corner. - time: 00:18 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=18 text: Enter the campaign name in the "Name" field. - time: 00:23 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=23 text: Select the SMS/MMS channel type by clicking on the SMS icon. - time: 00:30 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=30 text: Click on the "Select Sender ID" dropdown to choose a sender ID. - time: 00:35 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=35 text: Select a sender ID from the dropdown list. - time: 00:40 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=40 text: Select the "Broadcast" campaign type option. - time: 00:45 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=45 text: Click on the "Next" button in the bottom right corner. - time: 00:52 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=52 text: Choose the "Select an Added List" option for selecting recipients. - time: 00:57 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=57 text: Click on the dropdown menu to select a list of recipients. - time: 01:03 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=63 text: Select "sample" from the dropdown list of recipients. - time: 01:08 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=68 text: Click on the 'Select Phone Field' dropdown menu. - time: 01:13 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=73 text: Select 'Mobile Number' from the dropdown list. - time: 01:18 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=78 text: Click on the 'Next' button. - time: 01:24 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=84 text: Click on the 'Select Template' dropdown menu. - time: 01:29 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=89 text: From the available dropdown selections, choose the template you wish to send. - time: 01:37 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=97 text: In Message Text, input your custom text or apply a pre-designed template. - time: 01:42 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=102 text: Customize your communication by inserting merge fields such as Name and Last Name to address your recipients directly. - time: 01:49 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=109 text: Click on the 'Save and Next'. - time: 01:52 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=112 text: Before sending, confirm the details of your message by taking a glance at the message preview on the right-hand side of the - time: 01:58 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=118 text: display. - time: 01:59 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=119 text: Click on the 'Next' button to continue. - time: 02:02 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=122 text: Review the Campaign summary details. - time: 02:05 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=125 text: You can Opt for the "Send only to Opted-in numbers" feature to communicate exclusively with users who have provided explicit - time: 02:11 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=131 text: opt-in consent. - time: 02:14 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=134 text: Alternatively, - time: 02:15 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=135 text: you can select the "Send to All" option. - time: 02:21 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=141 text: To launch your campaign instantly, - time: 02:23 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=143 text: simply choose the "Send Now" button. - time: 02:28 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=148 text: Select the "Schedule in future" option to set a specific date and time for sending the campaign. - time: 02:37 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=157 text: Click the "Send" button to send the campaign. - time: 02:43 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=163 text: You will receive confirmation regarding the successful creation of your campaign. - time: 02:48 url: https://docs.beconversive.com/getting-started-with-conversive/cb7Qp3E3Pfk-send-out-your-first-campaign?start_time=168 text: Here, you'll notice that the 'Enroll Reminder' campaign has successfully reached its 'Completed' status. ## SUMMARY ## **How to Create a Campaign** The sources outline the steps for creating a campaign using Conversive, a platform that enables users to run campaigns using various channels, including SMS, MMS, WhatsApp, and RCS. Here's a step-by-step guide based on the provided sources: ### **Step 1: Define Campaign** - Click the "Create New Campaign" button to initiate the campaign creation process. - Enter a name for your campaign in the "Name" field. - Provide a description for a campaign. - Choose the desired channel type from SMS, WhatsApp, or RCS. - Select the appropriate channel and Sender ID from the dropdown list. - Select the type of campaign you want to run. To know more about the different types of campaigns, read this article: [link] - Click "Next" to move to the next step. ### **Step 2: Select Recipients** - Choose recipients using one of the following methods: - **Uploading a CSV file:** Click "Browse" and select your file. - Ensure the list contains the customer's mobile number when sending out the campaigns. - Suggestion: download the Sample CSV to get the format correct. - Map the phone number field in your CSV file according to the selected channel. - **Selecting from an existing list:** Choose a list from the dropdown and select the corresponding phone field for the channel. - **Selecting a Segment:** You can Choose an Audience manager segment. Read this article on how to create an Audience Manager segment. - CRM Lists: You can pick a list created in your CRM where you can select this recipient in the list to send out the campaign. - After selecting the recipient's source and list, Click "Next" to proceed. - The system automatically validates records upon selecting a contact list to verify the number of contacts with correct phone numbers. ### **Step 3: Compose** - Select templates based on the chosen channel. - Click the "Select Template" dropdown to choose a template. - Click "Save and Next" to proceed. - Note: If you are using CSV as a data source, Map merge fields by clicking "Map Merge Fields" and selecting values for each field. Click "Save" after mapping all merge fields. ### **Step 4: Test Message** - Enter multiple numbers (separated by commas) in the provided box to send test messages. - Preview the message in the preview box on the right. - Click "Send Test Message." - Click "Next" to move to the final step. ### **Step 5: Send Message** - Review the campaign summary, including the phone field, Sender ID, message type, recipient list, and the total number of recipients. - **Compliance Settings:** For WhatsApp campaigns, "Send only to Opted-in numbers" is selected by default because WhatsApp messaging policies require customer consent. - For SMS or MMS campaigns, you can choose to send messages to all contacts or only opt-in contacts. - Choose your sending option: - **Send Now:** The campaign will be sent immediately. - **Schedule in future:** Select a start date, time, and time zone to schedule the campaign for a later time. - Click either "Send" or "Schedule" based on your selection. - Once sent or scheduled, you can view your campaign and its status in the campaign list. By following these steps, you can effectively create and execute campaigns through Conversive using your preferred channel and targeting the desired recipients. You can also use the platform's features like the search bar, filters, and campaign details page to manage and track your campaigns. ## **Frequently Asked Questions** 1. **What types of messaging campaigns are supported by Conversive?** 2. **What are the different campaign statuses?** 3. **Where can I view the status of messages sent in a campaign?** 4. **Is there a limit on sending bulk messages at one time?** 5. **How can I view errors for campaigns that have failed?** 6. **Can I abort a campaign that is already running?** 7. **How does compliance work with messaging campaigns?** 8. **Is there an option to export campaign statistics?**