PipeIQ — Campaigns

New SMS Campaign

Campaign Name *?A reference name for you — the contact never sees this. Include the client, area, and month so you can find it later. e.g. "Bristol Gas Engineers June 2026"

Campaign name is required

Client / Business *?The business you're running this campaign for. Must match a client you've already added. e.g. "Dave's Gas & Heating"

Client name is required

Industry & Target Audience *?Describe who the client is and who they're targeting. The AI uses this to write relevant messages. The more specific, the better. e.g. "UK gas engineers targeting homeowners for annual boiler service bookings"

Describe the industry and target audience so AI can write relevant messages

Campaign Type *?B2B = texting businesses (sole traders, companies). B2C = texting consumers at home. B2C requires TPS screening and explicit opt-in consent — the platform handles TPS automatically.

Message Variants?Run multiple versions of your message to find which converts best. With 2 variants (A/B), half your list gets message A and half gets message B. Check Reports after sending to see which performed better.

Message Type *

Marketing (promotional)

Offers, promotions and outreach. Daytime only — Mon–Fri 8am–8pm, weekends 9am–6pm UK. This is the default.

Service / Transactional

Reminders, confirmations, OTP and alerts the recipient is expecting. Choose urgency below.

Use {first_name} to personalise. End every message with Reply STOP to opt out. Max 160 chars each.

Auto-reply & Alerts (optional)

Auto-reply to prospects (optional)?If a contact replies to your campaign, this message is sent back to them instantly and automatically — 24/7, no manual action needed. Great for setting expectations. e.g. "Thanks for getting in touch! We'll call you within the hour."

Sent automatically within seconds of any reply. Leave blank to disable.

Alert phone number (optional)?A UK mobile number to notify instantly when a hot lead replies. You or your client will get an SMS the moment someone responds positively — so you can call them while they're warm. Must be in +447... format.

We'll SMS this number instantly when a hot lead replies.

Nurture Follow-ups — Step 6 (optional)

Set a message to send at 3 weeks and/or 6 weeks after a prospect replies — keeping warm leads engaged automatically. Use {first_name} to personalise.

3-week follow-up message (optional)?Sent automatically 3 weeks after a contact first replies — keeping warm leads engaged without any manual effort. Only sent to contacts who haven't already converted. Use {first_name} to personalise.

6-week follow-up message (optional)?Sent automatically 6 weeks after a contact first replies — a final nudge for leads that went quiet. Only sent to contacts who still haven't converted. Use {first_name} to personalise.

Upload contact list as CSV. Required column: phone. Optional: first_name, last_name, postcode, company.

Click to select CSV or drag and drop here

Need a template? Download sample CSV

Contact Audience Type *

B2B — Business contacts

Sole traders, companies, tradespeople. Legitimate interest may apply. Every number is TPS/CTPS screened and logged for your audit trail.

B2C — Individual consumers

Members of the public at home. Requires a valid consent basis under PECR and UK GDPR.

PECR Compliance Declaration (required)
I confirm that all contacts in this campaign have given explicit consent to receive SMS marketing messages, or are being contacted on the basis of legitimate interest with TPS screening applied. I accept full responsibility for PECR compliance on all sends.

What happens at this step

📋 Format & duplicate check — invalid phones and duplicates removed automatically

🚫 STOP / opt-out suppression — anyone who previously opted out is blocked

📡 HLR network check — confirms numbers are active on the UK network

🛡️ TPS/CTPS register screen — flags registered numbers; you choose keep or remove per contact

📥 Compliance report download — full ICO audit trail saved as a file you keep for your records

All checks passed

List validated. STOP opt-out enforced on every reply. Auto-reply active if configured.

⚠️ Before you dismiss — please confirm you understand

Import Previous Opt-outs

SMS Campaigns