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SMS as your channel - guide

How to make your SMS campaigns a success

Updated over 2 weeks ago

Why SMS?

SMS is the most direct channel in your marketing mix. Messages land straight on your audience's phone screen, and with open rates above 90%, they're almost guaranteed to be read. That makes SMS ideal for time-sensitive, high-impact communications — but it also means you need to use it thoughtfully.

SMS works best alongside your other channels. It's not a replacement for email — it's the sharp, personal complement that cuts through when timing and immediacy matter. Used well, it strengthens your entire communication strategy. Used carelessly, it feels intrusive.

This guide walks you through the complete journey: setting up your account, building your audience, creating your first campaign, and managing your credits.


Part 1: Getting started

Before you create your first SMS in Apsis One, there are a few foundational pieces to put in place. Think of these as your SMS checklist.

1.1 SMS Credits - Your SMS currency

Every Apsis One account with SMS functionality starts with 10,000 credits included in the initial package. Credits are consumed each time an SMS is sent, with the cost per message varying by the recipient's country. The full country pricing table is availalble in SMS Credits: Calculation and Pricing).

You can check your remaining credit balance in two places:

  • On the Dashboard, under the SMS Overview widget (visible to Account Owners and Admin users)

  • On the SMS start page, next to the Buy More Credits button

Credits don't expire, so if you're not sending high volumes right away, your starting balance will be waiting for you. Once you've spent your initial credits, you'll need to order more.

1.2 Subscriptions and consent - The foundation

You can't send SMS without consent. In Apsis One, consent is managed through Subscriptions.

What to do:

  1. Go to Audience → Subscriptions

  2. Create a new Subscription (or use an existing one) and choose SMS as the channel

  3. Add Profiles who have given their consent to receive SMS from you

Good to know: A Profile can have consent for multiple Subscriptions and multiple channels (email and SMS). The Subscription you select when creating an SMS activity determines which consented Profiles are eligible to receive it.

1.3 Mobile Phone Numbers — The Right Attribute

For an SMS to be delivered, the recipient's Profile must have a valid mobile phone number stored in the phone number attribute used for SMS.

Make sure that:

  • The phone number includes the country code (e.g., +46 for Sweden, +45 for Denmark)

  • The number is stored in the Mobile attribute field - the one mapped to SMS delivery

  • Invalid or incorrectly formatted numbers will result in bounces, which still cost credits (up to 3 times per number before it's excluded)

1.4 Getting Profiles Into Your Audience

There are several ways to add Profiles with SMS consent to your Audience:

File Import: Upload a file (CSV or XLSX) with your subscribers' data, including phone numbers and consent status. The File Import Wizard lets you map columns to attributes, add tags, and assign Profiles to Subscriptions in one go.

Forms Tool: Create sign-up forms that collect phone numbers and SMS consent directly from your audience. This is the best approach for ongoing, organic list growth — every Profile who signs up through the form is automatically added with the right consent.

Integrations and API: If you're using a CRM (such as Tribe or other supported integrations), or any system connected to Apsis One, Profile data including phone numbers and consent can sync automatically. This keeps your Audience up to date without manual imports.

Manually: You can also add or update individual Profiles directly in the Audience section - useful for one-off additions but not practical at scale.

1.5 Sender Name Registration

Some countries accept custom sender names (like your brand name) out of the box, while others require you to register your sender name before you can send.

Check the SMS Supported Countries article to see whether registration is needed for the countries you're targeting. If it is, contact Apsis support, they'll help you through the registration process.

Important: If you send to a country that requires registration without having registered, the SMS will remain pending for up to 48 hours and then expire. Those recipients will show as bounced in your SMS Report.

Your sender name should be:

  • Between 3 and 11 characters

  • Letters (A–Z, a–z) and numbers (0–9) only

  • Not only numbers

Tip: Choose a sender name your recipients will recognise. Your brand name is usually the best choice.


Part 2: Creating and Sending Your First SMS

Once your checklist is complete - credits, subscription with consent, phone numbers, and sender name - you're ready to build your first SMS campaign.

2.1 Create a New SMS Activity

  1. Go to the SMS tool and click Create New SMS

  2. Give your activity a working name (internal only — recipients won't see it)

  3. If your account has multiple Sections, select the one you want to use. This determines which Subscriptions are available for this activity. The Section cannot be changed afterwards.

2.2 Write Your Message

This is where every character counts — literally.

Character limits and credit impact:

  • A single SMS is 160 characters

  • If your message exceeds 160 characters, it's sent as 2 or more linked SMS, and the credit cost multiplies accordingly

  • Special characters (anything not in the GSM character set, including most emojis) reduce the limit to 70 characters per SMS

  • Data tags (like ##firstname##) count as 10 characters in the editor but expand to the real value at send time, so the final character count - and credit cost - may differ from what you see while composing

What to include:

  • A clear, concise message - get to the point fast. SMS isn't the place for long explanations.

  • A link - direct recipients to a landing page, form, website, or offer. Links are automatically shortened to aps.is/ format when sent. Use full URLs (including https://) to ensure proper tracking.

  • An unsubscribe link - add the ##Unsubscribe## data tag. This gives recipients a clear way to opt out.

  • Personalisation with data tags — type ## to open the dropdown and select from default or custom attributes (e.g., ##firstname##).

Tip: A well-written SMS is one message, under 160 characters, with one clear call to action. If you need to say more, consider whether email might be the better channel for that particular communication and use SMS as the prompt to check their inbox.

2.3 Settings

Before moving on:

  • Review your sender name in Settings

  • Decide whether to track links (enabled by default and disabling means click data won't appear in your SMS Report)

  • Configure your unsubscribe page (the message, confirmation, and design that recipients see when they click the unsubscribe link)

2.4 Preview and Test

  • Use Preview in the bottom bar to see how your message will appear. Valid data tags show as << >> in preview.

  • Send a test SMS to your own phone number to check the real experience and credit cost. Test unsubscribe links work without actually unsubscribing anyone.

2.5 Choose Your Recipients (Send To)

  1. Select one or more Subscriptions - only Profiles with SMS consent for the chosen Subscription(s) will be included

  2. Add Segmentation if needed (include or exclude Segments to target the right audience)

  3. Filter by Tags for additional targeting

  4. Set Frequency to avoid over-sending, you can choose to skip Profiles who received an SMS within the last 24, 48, or 72 hours (or custom)

  5. Click Calculate now to see how many Profiles will receive your SMS. You can also click Show Profiles to review the list.

Tip: Segmentation is your best friend for SMS ROI. A focused send to 500 engaged Profiles will outperform, and cost significantly less than, a blast to 5,000. Think about who really needs this message right now.

2.6 Schedule and Review Credit Cost

  1. Choose your send time: Send now or schedule for a specific date and time

  2. Click Calculate now to see the total credit cost of the campaign. This is based on the number of recipients, their countries, and the number of SMS per message.

  3. If you don't have enough credits, click Buy more credits to order more (see Part 4).

The Overview screen gives you a final look at everything: message content, settings, recipients, and cost. Review it carefully, then click Schedule to send or Save as draft to come back later.


Part 3: Best Practice

Content That Converts

  • Keep it short. The best SMS campaigns say what they need to say in one message.

  • One clear CTA. Every SMS should have one thing you want the recipient to do.

  • Personalise. Use data tags to address recipients by name or include relevant details.

Timing and Frequency

Respect the channel. SMS lands on someone's personal device, often with a notification sound. Sending at 11pm or blasting three messages in a week will get you unsubscribes.

Experiment and analyse. Check your SMS Reports after each send. Look at delivered rates, click rates, and unsubscribes. Adjust your timing and frequency based on what the data tells you.

Use Frequency settings. The Send To step lets you automatically skip Profiles who received an SMS recently. Use this to prevent fatigue.

Combine SMS with other channels

SMS is at its strongest when it works alongside email and Marketing Automation:

  • Send an email invitation for an event, then an SMS reminder 24 hours before

  • Use Marketing Automation to trigger an SMS when a Profile hasn't interacted in the last few emails, a re-engagement nudge through a different channel

  • Follow up a confirmation email with an SMS notification

  • Send a flash offer via SMS to drive urgency, with a longer email providing full details

The key principle: use email for detail and depth, use SMS for immediacy and action.

Protect Your Data Quality

  • Clean your phone numbers: invalid numbers cause bounces that cost credits (up to 3 times per number). Regular data hygiene reduces wasted spend.

  • Monitor bounces: after 3 hard bounces, a number is automatically excluded from future sends. But those first 3 attempts still cost you.

  • Use consent properly: only add Profiles to SMS Subscriptions when they've genuinely opted in. Bought lists lead to high bounce rates, unsubscribes, and wasted credits.


Part 4: SMS Credits

How Credits Are Calculated

The cost of an SMS campaign is calculated automatically:

Recipients × Credits per Country × Number of SMS = Campaign Cost

  • A standard 160-character SMS to 100 recipients in Sweden costs: 100 × 5.5 = 550 credits

  • If the same message exceeds 160 characters and becomes 2 linked SMS: 100 × 5.5 × 2 = 1,100 credits

That's why keeping messages concise directly impacts your budget.

Example with multiple countries:

Recipients

Credits/SMS

× SMS parts

Total

100 × Sweden

5.5

× 1

550

50 × Norway

7.0

× 1

350

25 × Denmark

6.0

× 1

150

Total Campaign Cost

1,050 credits

See the full country pricing table in SMS Credits: Calculation and Pricing.

Remember: Data tags expand to real values at send time, which may push your message over 160 characters. Special characters and emojis reduce the character limit to 70 per SMS, potentially tripling credit costs. Check SMS: Content and Characters for details.

When Credits Are Deducted

Credits are calculated and reserved when you schedule an SMS activity, not when it's sent. Your balance can change between scheduling and sending if new recipients are added to a Segment or another SMS activity uses credits in the meantime.

What Happens If You Run Out

Your campaigns won't be blocked. If your balance doesn't cover a sending, the SMS is still delivered in full and your balance goes negative. You'll be invoiced for the overdraft. When you next purchase credits, the negative balance is deducted automatically.

Tracking Your Credit Usage

You can export your sent SMS data to track credit usage over time. The export includes columns for actual cost and Section, making it easy to allocate costs internally across teams or departments.

Ordering More Credits

There are two ways to add credits to your account:

Option 1: From the platform Go to the SMS start page → click Buy More Credits → follow the prompts.

Option 2: By email Send your request to customerservice.apsis@efficy.com

Choose what you need:

Change Subscription Size

Buy a One-Time Top-Up

What it does

Adjusts your ongoing credit allocation

Adds credits to your current balance once

Quantity

Specify the new subscription size

Multiples of 10,000

Timing

As soon as possible, or at next renewal date

As soon as possible, or a specific date

Always include in your request:

  • Your name and email address

  • Your Account ID

  • Email address for order approval (if different from the requester)


Part 5: SMS Use Cases

For B2C

  • Retail & ecommerce: Order confirmations, shipping updates, flash sale alerts, coupon codes, abandoned cart nudges

  • Restaurants & hospitality: Reservation reminders, seasonal menus, loyalty rewards

  • Beauty, health & wellness: Appointment confirmations and reminders, special offers

  • Events & entertainment: Ticket confirmations, schedule changes, last-minute updates

  • Education: Campus alerts, registration reminders, schedule changes

  • Real estate: Viewing appointment confirmations, new listing alerts

  • Travel: Booking confirmations, itinerary updates, delay notifications

For B2B

  • Lead nurturing: Personal follow-up after a download, demo request, or meeting booking

  • Event communications: Webinar reminders, conference session updates, NPS survey prompts

  • Customer success: Renewal reminders, onboarding check-ins, service notifications

  • Account management: Personal messages from a named account manager or executive for a more direct, human touch

Combined with Marketing Automation

The real power of SMS in Apsis One comes when you integrate it into automated flows:

  • Welcome series: Email on day 1, SMS nudge on day 3 if no interaction has been recorded

  • Event reminders: Email invitation → SMS reminder 24 hours before → SMS with practical details on the day

  • Re-engagement: Trigger SMS for Profiles who haven't interacted with the last 3 emails

  • Post-purchase: Email receipt → SMS delivery notification → SMS requesting a review after 7 days

  • Win-back: SMS with a personal offer to churning or lapsed customers

Your SMS Checklist

Step

What to do

Where

✅ Check credits

Confirm you have credits available

Dashboard or SMS start page

✅ Create a Subscription

Set up an SMS-channel Subscription

Audience → Subscriptions

✅ Collect consent

Import, forms, or integrations

File Import / Forms tool / Integration settings

✅ Verify phone numbers

Ensure numbers include country codes and has correct format

Profile attributes

✅ Register sender name

Check if required for your target countries

✅ Create your SMS

Write, personalise, add links and unsubscribe

SMS tool → Create New SMS

✅ Configure settings

Sender name, link tracking, unsubscribe page

SMS tool → Settings

✅ Preview and test

Check appearance and send a test

SMS tool → Preview / Test

✅ Select recipients

Subscription, Segments, tags, frequency

SMS tool → Send To

✅ Review cost and schedule

Calculate credits, choose send time

SMS tool → Schedule & Overview

✅ Send or schedule

Hit send or pick a future date

SMS tool → Overview

✅ Analyse results

Review delivery, clicks, bounces, unsubscribes

SMS Report

✅ Order more credits

When balance is low

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