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Campaign and Engage Integration Guide for IBM Marketing Cloud
SMS text messaging: using Campaign and Engage
If Unica Campaign is integrated with Engage, you can you can use Unica Campaign to send SMS text messages from IBM Engage.
SMS: Creating and sending SMS text messages
Follow these steps to use Unica Campaign to send SMS text messages from IBM Engage.

Integration Guides
- Campaign and Engage Integration Guide for IBM Marketing Cloud
  - Overview of the Unica Campaign and Engage integration
    The integration of Unica Campaign and IBM Engage combines the marketing segmentation tools of Unica Campaign with the messaging capabilities of IBM Marketing Cloud.
  - Configuring the Unica Campaign and Engage integration
    To ensure a successful integration of Campaign and Engage, the following products must be configured: Unica Campaign, IBM Engage, IBM UBX, and IBM UBX Toolkit.
  - Email: using Unica Campaign and Engage
    If Unica Campaign and Engage are integrated, you can use Unica Campaign to send personalized email communications from IBM Engage.
  - SMS text messaging: using Campaign and Engage
    If Unica Campaign is integrated with Engage, you can you can use Unica Campaign to send SMS text messages from IBM Engage.
    - Enabling SMS mobile messaging
      Several one-time setup tasks must be completed to enable IBM Engage to send SMS messages.
    - Requirements for sending SMS messages
      To contact customers with SMS messages through Engage, you must meet certain requirements and understand important restrictions around SMS messaging.
    - SMS: Creating and sending SMS text messages
      Follow these steps to use Unica Campaign to send SMS text messages from IBM Engage.
    - SMS: Configuring the SMS process in a Unica Campaign flowchart
      If Unica Campaign is integrated with IBM Engage, you can configure the SMS process in a flowchart to send SMS text messages.
    - SMS: Doing a test run
      This task pertains to using Unica Campaign to send SMS text messages from IBM Engage. It is important to do a test run before committing to a production run.
    - SMS: Doing a production run
      This task pertains to using Unica Campaign to send SMS text messages from IBM Engage.
    - SMS: Response tracking
      The Unica Campaign and Engage integration performs response tracking, so marketers can retarget responders and non-responders.
    - SMS opt-in and opt-out synchronization between Unica Campaign and Engage
      To ensure that consent records for SMS are as up-to-date as possible, you can update opt-in and opt-out requests for SMS that you receive through various channels. To synchronize SMS subscription data between Unica Campaign and Engage, upload and download opt-in and opt-out updates regularly.
  - Mobile push: using Unica Campaign and Engage
    If Unica Campaign and Engage are integrated, you can use Unica Campaign to send mobile push notifications from IBM Engage.
  - Response tracking tables for the integration
    To support the Campaign and Engage integration, response tracking tables are required to store data about user responses to email, SMS, and push events.
- Plan and Campaign Integration Guide

SMS: Creating and sending SMS text messages

Follow these steps to use Unica Campaign to send SMS text messages from IBM Engage.

Before you begin

SMS mobile messaging must be enabled for your organization. See Enabling SMS mobile messaging.
You must meet legal requirements and restrictions before you contact customers with SMS messages. See Requirements for sending SMS messages.

Procedure

Use IBM Engage to prepare the SMS text message.
Follow these guidelines:
- Give the SMS template a name that is meaningful to the Unica Campaign that it belongs to, so you can easily identify it in both applications.
- For Contact Source, select Database, Contact List, or Query.
- For Template Location, select Shared. Only shared templates will be available in Unica Campaign.
- After saving the template, be sure to preview it for testing.
Use Unica Campaign to create a campaign and add a flowchart to it.

For documentation, see the Unica Campaign User's Guide
Configure the SMS process in the Unica Campaign flowchart.

See SMS: Configuring the SMS process in a Unica Campaign flowchart.
Do a test run in Unica Campaign.

See SMS: Doing a test run.
Do a production run in Unica Campaign.

See SMS: Doing a production run.
Perform response tracking.

See SMS: Response tracking.

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