Campaign Playbooks

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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.

Campaign PlaybooksAgencyStrategy
What a Playbook IsA complete campaign blueprint — entry point, collector type, list setup, outbound configuration, reply automation, and reporting — for a specific business goal.
How to ChooseStart with your primary goal: generate new leads, build a list, deliver an offer, capture event attendees, re-engage aged contacts, or align with paid/organic channels.
For AgenciesEach playbook is a deliverable you can sell — a named campaign type with a defined setup, reporting output, and client-facing result.

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

Your situation
Start with this playbook
Restaurant, retail, or service business wanting repeat visits
Coupon & Promotional Offer
Need new leads who haven’t contacted us before
Lead Generation
Already have an email list and want to add SMS
List Building from Email
Exhibiting at trade shows, open houses, or events
Live Event Lead Capture
Sending direct mail and want to track response
Direct Mail QR
Running Google or Meta ads and want SMS to connect
Channel Alignment
Agency building SMS retainers for clients
Start with Coupon or Lead Gen — easiest to sell, fastest ROI

Frequently Asked Questions

How do I pick the right campaign playbook?
Choose by your primary goal — coupon/offer, lead generation, list-building, live events, direct mail, or channel alignment — using the selection matrix.
What does each playbook include?
A specific goal, entry-point strategy, recommended collector type, and reporting setup, so you can follow it end to end.
I run a restaurant or retail shop — where do I start?
The Coupon & Promotional Offer playbook: a QR on receipts or table tents, a List Signup collector, and MMS coupon delivery.
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