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Campaign Playbooks
Campaign Playbooks:
Choose by Goal,
Build in TextingOnly
Six SMS campaign types, each with a specific goal, entry point strategy, collector type, and reporting setup. Find the playbook that matches your objective and follow it from entry point to first campaign send.
TextingOnly supports every major SMS campaign type — inbound and outbound, simple and complex, promotional and lead-generating. These playbooks map each campaign type to the exact TextingOnly configuration that runs it.
Choose by Primary Goal
Goal: deliver an offer, build a list, drive in-store or online action.
Entry: QR on receipt/table tent, social SmartLink, email CTA.
Collector: List (Only) Signup + MMS Final Message.
Read the Playbook →
Goal: capture and qualify new leads — name, service need, timeline — and deliver warm leads to your team.
Entry: Website button, QR on signage, Google Business.
Collector: Custom Questions (Captures Name) or ITR.
Read the Playbook →
Goal: convert email subscribers to SMS contacts — from 20% to 98% open rates.
Entry: SmartLink CTA in email campaigns.
Collector: List (Only) Signup or List & Email Signup.
Read the Playbook →
Goal: capture attendee identity and intent at events — no clipboard, no badge scanner.
Entry: QR on booth signage, badge, event program.
Collector: Custom Questions, Captures Name.
Read the Playbook →
Goal: convert direct mail into a trackable SMS opt-in with per-mailer attribution.
Entry: QR code on the physical mail piece.
Collector: ITR or Custom Questions.
Read the Playbook →
Goal: connect SMS to Meta, Google, paid search, and SEO — unified attribution and GA4-visible SMS traffic.
Entry: SmartLink on paid ad landing pages, organic content.
Collector: Matches campaign goal.
Read the Playbook →
Playbook Selection Matrix
Before running any playbook for a client, understand how subgroup isolation protects your agency and every other client on your account.
Read Agency Shield →Running these playbooks across multiple locations? The multi-location guide covers how to structure each location’s subgroup for per-location reporting.
Read the Guide →How agencies package these playbooks as retainable SMS services — pricing, deliverables, and the client reporting structure that drives renewals.
Read the Insight →