# SMS Magic Interact for Zoho CRM

> **Source**: [SMS-Magic](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm)
>
> <p>This integration streamlines your communication efforts, allowing you to engage with your contacts more effectively through SMS-Magic's innovative features. Whether you're sending personalized messages, automating workflows, or tracking interactions,</p>

## Browse Collection

1. [Configuring Modules ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FmBITofFCzs-configuring-modules.md) (Article)
2. [Overview Messaging Services](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/Okz0WTkf8m8-overview-messaging-services.md) (Article)
3. [IP Whitelisting](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/DzLqto6KaLM-ip-whitelisting.md) (Article)
4. [Message Template](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/3pNcGDK9EFo-message-template.md) (Article)
5. [Overview- Set up autoresponders in Zoho](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/QpHX5tKMfng-overview-set-up-autoresponders-in-zoho.md) (Article)
6. [Adding send sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cstLhZj4L6E-adding-send-sms-button.md) (Article)
7. [Converse desk - Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/4FOPo5JS47Y-converse-desk-overview.md) (Article)
8. [Incoming messages overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FTQMLI6zogc-incoming-messages-overview.md) (Article)
9. [Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ff2RmXcCS0A-overview.md) (Article)
10. [Create a New Campaign](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/hyTJsQbesbk-create-a-new-campaign.md) (Article)
11. [Incoming Message Notification](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/C38NFh9ZrOk-incoming-message-notification.md) (Article)
12. [Url shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qwsWNqyfi88-url-shortening.md) (Article)
13. [Pre-requisites](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/JE4f9gxRubA-pre-requisites.md) (Article)
14. [Transfer SMS History from Leads to Contacts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VJbR15qiVU8-transfer-sms-history-from-leads-to-contacts.md) (Article)
15. [Manage Access](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/manage-access.md) (Article)
16. [Account Activity](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/account-activity.md) (Article)
17. [SMS History in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/uXJ9BbAZOOM-sms-history-in-zoho-crm.md) (Article)
18. [Module Lookup on SMS History](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/5LvnCzIPigs-module-lookup-on-sms-history.md) (Article)
19. [Setup Converse Desk in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/MHxMNeujOvk-setup-converse-desk-in-zoho-crm.md) (Article)
20. [Email Notification on Incoming Messages ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/NR2f7nROc8w-email-notification-on-incoming-messages.md) (Article)
21. [Manage Your Message Templates](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/pMuINfyGd9M-manage-your-message-templates.md) (Article)
22. [Send Single from Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/I03m5CddWnM-send-single-from-zoho-crm.md) (Article)
23. [Understanding the JSON Payload Configuration for Automation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/jpiRCnokU70-understanding-the-json-payload-configuration-for-automation.md) (Article)
24. [Manage Campaigns](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/tRuviPwePmo-manage-campaigns.md) (Article)
25. [Configuration - URL shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/SaB8uMqITic-configuration-url-shortening.md) (Article)
26. [Messaging dashboard](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/bcOs3EMY5ds-messaging-dashboard.md) (Article)
27. [Zoho setup-overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/v4xBnfdKomM-zoho-setup-overview.md) (Article)
28. [Coverage](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/coverage.md) (Article)
29. [Initiate a New Conversation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/gUkh4biEyL8-initiate-a-new-conversation.md) (Article)
30. [Sender ID/ Numbers Setup in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FRxeLRuUov8-sender-id-numbers-setup-in-zoho-crm.md) (Article)
31. [Adding send bulk sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/d0rIJ5xFHQY-adding-send-bulk-sms-button.md) (Article)
32. [Signup for free trial](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0J2G0J1ICsc-signup-for-free-trial.md) (Article)
33. [Create Webhooks](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VW6XpAXKtGQ-create-webhooks.md) (Article)
34. [Shortened Links](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xHBCSOzNfG8-shortened-links.md) (Article)
35. [Manage Conversations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xIHnOhlXu3g-manage-conversations.md) (Article)
36. [Deleting a Shortened URL](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/YtHcuBm9E9Y-deleting-a-shortened-url.md) (Article)
37. [Inbox](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6Jw3m028sjs-inbox.md) (Article)
38. [Associate the Webhook with the Workflow Rule](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ntQHpBOI7u0-associate-the-webhook-with-the-workflow-rule.md) (Article)
39. [Setup Outbound and Inbound Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-outbound-and-inbound-sender-ids.md) (Article)
40. [Installation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qO2HiOSNkfY-installation.md) (Article)
41. [Send Message as Campaign from Zoho ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KfBH7wC2JW4-send-message-as-campaign-from-zoho.md) (Article)
42. [Using Short links in Converse Desk](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/OaRzWo5thuM-using-short-links-in-converse-desk.md) (Article)
43. [Invite new users](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/kueBjT9QV2U-invite-new-users.md) (Article)
44. [Manage your Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0Zd2JtOcruU-manage-your-sender-ids.md) (Article)
45. [Bulk SMS to List](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6eKrX03qllg-bulk-sms-to-list.md) (Article)
46. [Sending Bulk messages from Zoho Lists](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cPGerQQWQxw-sending-bulk-messages-from-zoho-lists.md) (Article)
47. [Setup Business Hours Compliance](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-business-hours-compliance.md) (Article)
48. [Setup Consent Management
](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KL26A5kIfbw-setup-consent-management.md) (Article)
49. [Setup Multi-Channel Integrations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-multi-channel-integrations.md) (Article)
50. [Messaging Quickstarts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/m89VOpsezFY-messaging-quickstarts.md) (Article)
51. [Alert and Subscription Management](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xU2cdRS8uAQ-alert-and-subscription-management.md) (Article)

---

# ARTICLE: Create a New Campaign

## METADATA

- id: RqOj8KUDKGaLmFN1G5gwNA
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/hyTJsQbesbk-create-a-new-campaign

- collection_url: https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm

## CONTENT

To create a new campaign, click on the ‘Create New Campaign’ button.

*[Image]*

The campaign creation process is divided into five steps namely, Define Campaign, Select Recipients, Compose, Test Message, and Send Message.

## **Step 1: Define Campaign**

In this step, the user has to define the campaign and enter details such as the name of the campaign, channel type, and the Sender ID.

*[Image]*

- Enter the name of the campaign in the ‘Name’ field
- Select the channel type, SMS, MMS, or WhatsApp

**Note**: As per WhatsApp Business [Terms of Service](https://faq.whatsapp.com/general/security-and-privacy/unauthorized-use-of-automated-or-bulk-messaging-on-whatsapp), sending unwanted, non-personal, or bulk messages is a violation of their Terms of Service. Hence we recommend you to avoid sending such messages over WhatsApp

- Select the Sender ID from the drop-down list
- Click on the ‘Next’ button to proceed

### **Step 2: Select Recipients**

In this step, the user can select recipients in three ways, by uploading a CSV file, from an already existing list or by selecting a contact group.

*[Image]*

- Users can directly upload the CSV file by clicking on the ‘Browse’ button.
- The second option is to select an added list from the drop-down list. Further, select the phone field for the respective channel from the drop-down list. 
- The third option is to select a contact group
- Once you select recipients via any one of the three ways, click on the ‘Next’ button to proceed

**Note:**

- The user needs to make sure that when they select the SMS channel, the list should consist of SMS numbers and for the WhatsApp channel, the list should contain WhatsApp numbers. 
- As per the channel selected, users should map the field of the CSV file that contains phone numbers. 
- Validation of records is done automatically on the selection of a contact list. This allows you to know how many contacts in the list are there with the right phone number.

### **Step 3: Compose**

In this step, users can select and edit the templates for the campaign they want to send. Here, the template selection will happen as per the channel type that was selected earlier.

*[Image]*

- Click on the ‘Select Template’ drop down to select a message template
- As per the template you select, map the merge fields by clicking on the ‘Map Merge Fields’ button. The following window will appear:

*[Image]*

- Click on the ‘Save’ button once you select merge field values for all fields of the template
- If the channel type is SMS, you can also type your message in the given space 
- Click on the ‘Save and Next’ button to proceed

**Note**: To be compliant with WhatsApp business policy, editing the message templates in the text box is possible only in the case of the SMS and not WhatsApp. 

*[Image]*

### **Step 4: Test Message**

In this step, you can insert multiple numbers to send a test message.

*[Image]*

- Insert numbers in the box, separated by a comma, and click on the ‘Send Test Message’ button
- You can see the message preview in the preview box on the right
- Click on the ‘Next’ button to proceed to the next step of sending the message

**Note:** Test Message can be sent to more than one number, separated by a ‘,’.

*[Image]*

### **Step 5: Send Message**

In this section, you can view the campaign summary with details such as the phone field, Sender ID, message type, recipient list, and the total number of recipients.

*[Image]*

As per WhatsApp messaging policies, it is mandatory to have the customer’s consent as ‘Opt-in’ to send them any messages. In the Compliance Settings section, the ‘Send only to Opted-in numbers’ option is selected by default for the ‘WhatsApp’ channel.

In case you have selected SMS or MMS as a channel type, you get an option to send messages to all contacts or to only the opted-in contacts.

*[Image]*

You can either choose to send the campaign right away by selecting the ‘Send Now’ option or schedule it for a future date by selecting the ‘Schedule in future’ option.

If you select the ‘Send Now’ option, the campaign will be sent and the following message will appear:

*[Image]*

If you select the ‘Schedule in future’ option, you need to select the start date, time, and time zone from the respective fields.

*[Image]*

Click on the ‘Schedule’ button to schedule your campaign. The following message will appear:

*[Image]*

Once the campaign is sent, you will be able to see it in the list of campaigns with its status:

*[Image]*