--- title: How to Create and Manage an SMS Campaign in the Agent Portal description: "## **1. Log in to the Agent Portal** - Open the following URL in your browser: [**https://account.affordablecare.ai/**](https://account.affordablecare.ai/) - Log in using your **Agent Portal credentials**. - After successful login, you will be redirected to the **Agent Portal Dashboard**. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_1-1024x495.png) ##…" url: "https://help.affordablecare.ai/docs/how-to-create-and-manage-an-sms-campaign-in-the-agent-portal/" updated: "2026-01-28" category: Getting Started --- # How to Create and Manage an SMS Campaign in the Agent Portal ## **1. Log in to the Agent Portal** - Open the following URL in your browser: [**https://account.affordablecare.ai/**](https://account.affordablecare.ai/) - Log in using your **Agent Portal credentials**. - After successful login, you will be redirected to the **Agent Portal Dashboard**. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_1-1024x495.png) ## **2. Creating an SMS Campaign** - From the dashboard, click on the **SMS** tab. - Under the SMS section, click on **Campaigns**. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_2-1-1024x500.png) - Click the **Add** button to create a new campaign. - Enter the **Campaign Name**. - Click **Save** ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_3-1024x500.png) Once saved, the campaign dashboard will open with multiple tabs. ## **3. Campaign Dashboard Overview** #### **A. Leads Tab** - This is the first tab. - It displays **all contacts/leads enrolled in this SMS campaign**. - Any lead added to the campaign will automatically appear here. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_4-1024x516.png) #### **B. Sequence Tab (SMS Automation Setup)** This is where you configure the SMS sequence. ##### **Step 1 – First SMS** - Add an SMS message that you want to send to your leads. - You can create **multiple variations** of the same SMS. - Example: You can create up to **10 different SMS variations**. - These messages are **randomly distributed** among leads. Each lead receives **only one SMS** from the available variations. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_5-1024x489.png) - If you add only **one SMS**, then **all leads will receive the same message**. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_6-1024x528.png) ##### **Step 2 – Follow-Up SMS** Add a **Wait time** (for example, 2 days). ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_7-1024x542.png) - After the wait time, configure the second SMS. - You can again choose: - A single SMS, or - Multiple SMS variations. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_8-1024x542.png) ##### **Step 3 –  Beyond** - You can continue adding more steps. - Each step can have its own wait time and SMS variations. - The number of steps and timing is completely flexible. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_9-1024x544.png) #### **C. Settings Tab** - Select the **phone numbers** to be used for this campaign. - Set **message limits**, such as: - How many SMS messages can be sent from one number. This helps control sending volume and compliance. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_10-1024x515.png) #### **D. Schedule Tab** - Define when the campaign is allowed to send messages: - Days of the week - Time zone - Start time and end time - Start date and end date - Messages will only be sent within the scheduled time window. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_11-1024x474.png) #### **E. Conversations Tab** - All SMS conversations with leads appear here. - You can view replies and ongoing message threads for this campaign. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_12-2-1024x530.png) #### **F. Stats Tab** - Displays complete campaign analytics, including: - Total SMS sent - Total replies received - Reply rate - Positive replies - Negative replies - Neutral replies - This helps measure campaign performance and engagement. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_13-1024x515.png) ## **4. Enrolling Leads into an SMS Campaign** There are **two ways** to enroll leads into a campaign. #### **Method 1: Manual Enrollment from Agent Portal** - Go to the **Contacts** tab in the Agent Portal. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_14-1024x505.png) - Select the contacts you want to enroll. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_15-1024x590.png) - Click **Select** from the right corner. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_16-1024x582.png) - Choose **Add to SMS Campaign**. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_17-1024x499.png) - Click **Apply**. - A popup will appear. - Select the **SMS Campaign** you want to enroll these contacts into. - Confirm the action. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_18-1024x533.png) The selected contacts will now be enrolled in the campaign. #### **Method 2: Automatic Enrollment via GoHighLevel (GHL)** This method is used when you want to enroll leads automatically from your connected **GoHighLevel account**. ##### **A. Create Workflow in GoHighLevel** - Open your **GoHighLevel account**. - Go to **Automations**. - Click **Create Workflow**. - Choose a trigger based on your requirement (or manual enrollment if preferred). ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_19-1024x625.png) ##### **B. Add Custom Webhook Action** - Inside the workflow, add an action: **Custom Webhook**. - Enter the **API endpoint** provided in the Agent Portal. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_20-1024x501.png) ##### **C. Set Webhook Variables** Configure the following variables in the webhook payload: - First Name - Last Name - Email - Phone Number - Campaign ID ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_21-1-1024x612.png) ##### **D. Get Campaign ID** - Go back to the **Agent Portal**. - Open the SMS Campaign. - Copy the **Unique Campaign ID**. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_22-1024x566.png) - Paste this Campaign ID into the webhook configuration. ![](https://help.affordablecare.ai/wp-content/uploads/2026/01/Screenshot_23-1024x583.png) ##### **E. Save and Extend Automation** - Save the workflow. - You may also add additional actions such as: - Apply tags - Update custom fields - Send internal notifications - You can decide: - Whether leads are added automatically via triggers, or - Manually pushed into the workflow. Once the workflow runs, leads from GoHighLevel will be **automatically enrolled** into the selected SMS campaign.