How to Send a Targeted SMS Using Shortcuts and Marketing in the Cloud

Step 1: Create a Targeted Client List in Shortcuts Fusion

Access the Marketing Tools

1. Open Shortcuts Fusion and navigate to Tools > Marketing.
2. In the Marketing screen, filter your client list based on:
   • Products/Services Purchased or Not Purchased
   • Client Demographics (e.g., location, frequency of visits, spend value, referrals, or non-returning clients).

Filter and Refine the List

1. Select your desired criteria. For example, to target non-returning clients:

   • Choose a date range.
   • Refine further by excluding children or clients with missing mobile numbers.
   • Optionally, filter by clients with or without future appointments.

2. Click Compute to generate the list.

Save the List

1. Click the Save icon.
2. Rename the list and save it as a .txt file in an easily accessible location (e.g., your desktop).

Step 2: Log in to Shortcuts Marketing

1. Open your web browser and navigate to pos.shortcutssoftware.com.
2. Log in using your Shortcuts credentials.
3. Go to Menu > Marketing.

Step 3: Create and Draft Your SMS Campaign

Configure SMS Settings

1. Select the SMS option in the marketing screen.
2. Confirm your sending schedule (e.g., immediate delivery).

Write Your SMS

1. Enter your message in the text box.
   • Use Insert Fields (e.g., business name) to personalize the message.
2. Monitor your character count:
   • Each message allows up to 138 characters, including the opt-out message.
   • If you exceed this limit, additional charges will apply.

Test Your Campaign

1. Click Send Test to preview the message.
2. Enter your phone number and verify the message format and functionality (e.g., links to booking pages).

Step 4: Upload and Send Your SMS

1. Select Choose File and upload the .txt file containing your client list.
2. Verify the number of recipients and ensure the character count is within limits.
3. Click Send Now to deliver your SMS blast.