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Objective
This SOP explains how to create, preview, and send a text blast in Flow Loyal using a saved text snippet/template. It also covers how to monitor delivery results in Bulk Actions after the message is sent.
Key Steps
1. Create a text snippet before building the blast 0:00
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Navigate to Clients in Flow Loyal.
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Start by creating a text snippet before sending the blast.
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This helps you:
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Preview how the message will look.
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Estimate the cost before sending.
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2. Add and name the text blast 0:19
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Click Add Text Blast.
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Review the message preview that appears.
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Enter a clear name for the blast, such as:
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CAD, July 2026
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Use a naming convention that makes the blast easy to identify later.
3. Build the message and control cost 0:31
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Enter the message content you want to send.
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Keep in mind that standard SMS pricing is based on character count:
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About 2 cents per text message for every 160 characters.
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Emojis can increase the cost.
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To reduce cost and allow longer messaging, add an image/attachment:
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Click Add Attachment.
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Upload the flyer or image you want to include.
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Adding an image converts the message into a picture message, which caps the cost at 5 cents.
4. Save the text blast template 1:03
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After confirming the message and attachment, click Save.
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Saving creates the preview and locks in the template for later use.
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Verify that the preview looks correct and the cost is acceptable before moving on.
5. Select the correct contact group 1:09
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Go to Contacts.
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Open Loyalty Members.
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Select the contacts you want to receive the blast.
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Make sure you select all contacts, not just the ones visible on the page.
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Use Select All to include the full list (for example, 292 contacts instead of only 20 shown on screen).
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6. Start the bulk SMS send process 1:27
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Click Send SMS to begin the bulk send workflow.
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Enter a recognizable name for the send, such as:
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CAD, July, 2026
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Choose the approved sending phone number.
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Select the saved template you created earlier by typing its name into the template field.
7. Review the template before sending 1:46
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Confirm the correct template is selected.
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Check that the template includes:
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The intended message text.
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The attached image/flyer.
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Make sure the content matches the campaign you want to send.
8. Send immediately or schedule for later 2:00
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Decide whether to:
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Send now, or
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Schedule the blast for a later time.
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If sending immediately, check the confirmation box.
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Click Send SMS to launch the campaign.
9. Monitor delivery progress in Bulk Actions 2:09
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After sending, go to Bulk Actions.
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Review the campaign status and progress.
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Use this area to track:
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Messages sent.
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Messages skipped.
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Overall delivery success.
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10. Review send results and troubleshoot skips 2:15
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Check the final send report for totals and skipped messages.
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Common reasons for skipped messages may include:
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Missing phone numbers.
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Contacts with do-not-disturb enabled.
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Use the report to identify any contacts that may need cleanup or follow-up.
Cautionary Notes
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Do not send to only the contacts visible on the page; always use Select All to include the full list.
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Review message length carefully if sending plain SMS, since cost increases by character count and emojis can add cost.
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Confirm the approved sending number before sending.
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Double-check the template name to avoid sending the wrong message or attachment.
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Verify compliance and contact permissions before blasting to a large list.
Tips for Efficiency
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Use a consistent naming format like
Campaign, Month, Yearso blasts are easy to find later. -
Add an image/attachment when appropriate to keep costs capped and improve message appearance.
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Save reusable text snippets/templates in advance to speed up future campaigns.
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Review the preview and cost estimate before selecting contacts to avoid rework.
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Check Bulk Actions after each send to quickly confirm delivery and identify issues.