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For the Action on target, choose People.

For the Action on people, choose Send SMS.

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At the bottom of the Take an action panel, click Create SMS.

In the dialog, enter a unique Name for the SMS message.

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Click Create.

The Journey content designer opens and you can create the message and set the SMS properties for sending the message.

At anytime while authoring the text message, click the Personalize icon ( ) to the right of the text message box.

The displayed page provides access to your ÃÛ¶¹ÊÓƵ Marketo Engage Lead and System tokens. Both standard and custom tokens are included. You can use the Search bar to locate the token you need, or navigate through the folder tree to find and select any of the lead/system tokens.

Place your cursor at the location in the message where you want to add the token.

Add a token by clicking the plus ( + ) symbol next to it.

If you want to add the token with a fallback (default that appears in case that field is not available for a lead), click the More icon ( … ) and choose Insert with fallback text.

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In the Enter fallback value dialog, enter the text that appears as a fallback and then click Add.

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When your personalization tokens are placed, click Save to save changes and return to the main SMS authoring workspace.

You can continue to edit the message with the tokens as needed.

After entering your message text, click the Link icon ( ) to the right of the text message box.

In the dialog, choose the type of URLs to link:

• Landing Page - Choose this option to select any of the approved ÃÛ¶¹ÊÓƵ Marketo Engage Design Studio landing pages from your Marketo Engage instance. Select the workspace, and then select the landing page.

• External URL - This type is any external URL that you enter in the text box.

If you choose to use a landing page, set the tracking options.

• Enable tracking - Select this checkbox to enable tracking, which requires shortening the URL. For a landing page, it uses the Marketo Engage subdomain for the shortened URL. A sample of the shortened URL format is displayed. The actual URL is created when the SMS is sent to the recipient.

• Include mkt_tok - Select this checkbox to track activity against a user.

  note note
  NOTE
  When you allow tracking but disable Include mkt_tok, the destination URL does not include the mkt_tok query string parameter after redirect. This parameter is used by Marketo Engage landing pages and Munchkin to ensure that tracking of person activities (such as when a person unsubscribes from an email). Do not disable this option unless the parameter is causing issues on your website. For more information about using Munchkin tracking codes on your website, refer to the Marketo Engage documentation.

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When the link options are complete, click Add to save the changes and add the URL link to the SMS message.

In the SMS properties section, enter a Name (required, 100 character maximum) and Description (optional, 300 character maximum) for your message.

Alpha, numeric, special characters are allowed for these fields. The following reserved characters are not allowed: \, /, :, *, ?, ", <, > and |.

Choose the SMS Type:

• Use Marketing for promotional text messages, which require user consent.
• Use Transactional for non-commercial messages, such as order confirmation, password reset notifications, or delivery information.

For SMS configuration, choose one of the pre-defined API configurations.

This setting determines which SMS gateway service provider and account is used to deliver the message.

Enter the Sender number ​that you want to use for your communications.

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The recipient number is always mapped to the Lead.mobilePhone field in Marketo Engage.

Click Simulate Content at the top of the SMS authoring workspace.

From the Simulate Content page, click Add People.

Use the Simulate Content page to manage the leads used for your test profile.

In the displayed list, you can search for and add any of the leads (up to 10 leads at a time) from the Marketo Engage lead database.

To search, enter the whole email address and pressing Enter. The corresponding lead profile is displayed for selection.

The preview updates to the personalization fields for the selected profile.

All the added leads appear on the left.

You can manage this list by adding more people and deleting individual leads from the profile listing (it does not remove them from the database).

Simulate content for a selected lead.

Select any of the leads listed on the left. The SMS preview on the page updates for the selected lead.

You can also select a lead from the selector above the preview space to update the SMS preview on the page for the corresponding lead.

To exit the Simulate Content page and return back to the SMS authoring workspace, click Close at the top right.