Launching an Effective SMS Campaign

Modified on Tue, 3 Sep at 2:26 PM

The Power of Opt-In SMS Campaigns

SMS marketing is a highly effective communication strategy, particularly due to its impressive open rates and prompt engagement. Text messages are opened significantly more often than emails—80% more frequently, and typically within just three minutes of being received. This makes SMS campaigns an invaluable tool for businesses, such as restaurants, to distribute offers and build a robust customer contact list for future interactions.

Preparing for Regulatory Compliance

Before initiating your SMS campaign, it's essential to ensure you are compliant with current regulations regarding SMS marketing. Here's how you can easily do that using your CRM:

1. Access the Settings in your subaccount.


Settings Image

2. Make sure to enable options that ensure SMS compliance, including adding opt-out instructions and sender information.


Compliance Settings



Constructing Your SMS Campaign

Creating a successful SMS campaign involves several key steps, from setting up automation workflows to crafting the perfect message. Here’s how to do it:

1. Initiate a Workflow: Start by creating a workflow tailored for your SMS campaign. This will manage incoming messages and responses.


Workflow Setup

2. Set Up Triggers: Implement a customer reply trigger that activates the workflow when a specific keyword is texted to your business number. For example, you could use "coupon2023."


Trigger Setup

3. Craft Your Message: Write a response that acknowledges the customer’s interest and provides a link to your discount coupons. Make the recipient feel special by using language like "VIP."


Message Crafting

4. Double-Check Compliance: Verify that your campaign adheres to all SMS marketing regulations.


Executing the Campaign


1. Upload Your Coupon: Before you link the coupon in your SMS, upload the coupon file to your CRM’s Media Library.


Upload Coupon
Media Library

2. Create a Trigger Link: Utilize the CRM’s marketing tools to generate a trackable trigger link for your coupon.


Trigger Link Setup
Trigger Link Creation

3. Update Your Workflow: Incorporate the trigger link into your SMS workflow, ensuring recipients have easy access to the coupon.


Workflow Update
Final Workflow


Optimizing Engagement with Respondents

Once a customer opts into your campaign, it’s important to manage their experience effectively:

1. Segmentation Through Tagging: Tag each customer who opts in with a specific label, like "September 2024 Discount," to help organize your audience for future campaigns.


Tagging Contacts

2. Follow-Up Strategies: Consider setting up additional workflows for customers who engage with the coupon link, incorporating a waiting period to avoid overwhelming them with immediate follow-up messages.


Follow-Up Workflow
Engagement Strategies


Troubleshooting and Common Questions


Q: What if customers aren't receiving the SMS?
A: Ensure that all your SMS settings are correctly configured and that your campaign is fully compliant with regulatory standards. Also, verify the accuracy of the customer's phone number.

Q: How can I enhance engagement with my SMS campaigns?
A: Personalize your messages, offer genuine value, and use clear calls to action. Also, consider the timing of your messages to reach customers when they are most likely to engage.



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