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Streamlined SMS Broadcast Creation

The BrokerOS SMS Campaign Wizard (/dashboard/marketing/sms/campaigns/new) guides marketing managers through drafting, audience segmentation, phone mockup preview, credit auditing, and dispatch scheduling. Integrated directly with multi-gateway sender pooling and background telecom rate limiters, the wizard ensures high throughput across large lead volumes while maintaining carrier compliance.

Campaign Dispatch Lifecycle


The Four Wizard Configuration Steps

Project, Gateway, and Multi-Sender Pools

  • Project Association: Binds the campaign to a specific development (for example, Skyline Residences or Grandview Towers).
  • Sender Pool Allocation: Select one or multiple verified phone numbers or alphanumeric sender headers (CampaignSmsSenderPoolConfig). Choose Auto Even distribution or specify Custom Percentages across gateway numbers to prevent telecom throttling.
  • Gateway Provider: Select from configured integrations (Twilio, AWS SNS, Gupshup, Sinch, Infobip, Telnyx, Plivo, Vonage, Bird).

Target Audience and DND Scrubbing

  • CRM Lead Filters: Segment prospects by assigned project, lead pipeline status (NEW, CONTACTED, INTERESTED), qualification temperature, or budget bracket (\ge \650,000$).
  • CSV List Ingest: Upload external investor contact lists with automatic header column detection and E.164 phone normalization.
  • Regulatory DND Scrubbing: Automatically excludes phone numbers registered on National Do Not Disturb registries and contacts who have previously opted out.

Message Composer and Interactive Phone Mockup

  • Message Composer: Draft copy with real-time GSM-7 vs Unicode character and segment counters.
  • Dynamic Merge Tag Chips: Insert personalized variables ({{lead.firstName}}, {{project.name}}, {{project.startingPrice}}, {{advisor.phone}}).
  • Interactive Phone Simulator: Renders text appearance inside an interactive smartphone mockup in real time.
  • Branded Short Link Insertion: Compress landing page or brochure PDF URLs into unique 22-character tracking links (https://brk.os/s/{token}) to conserve segment limits and log clicks.

Pre-Flight Audit, Test Send, and Schedule

  • Live Test SMS: Dispatch an immediate live proof to your smartphone to verify carrier delivery and formatting.
  • Pre-Flight Segment & Cost Estimator: Inspect projected billable segments and telecom credit expenditures across chosen gateways.
  • Carrier Throughput Check: Warns if message volume exceeds single-number carrier limits, suggesting additional sender pool allocation.
  • Dispatch Scheduling: Choose between Send Immediately or schedule for high-open windows (such as weekdays from 10:00 AM to 12:00 PM).