Auto-messages are the client-facing aspect of auto-campaigns. They are how you will communicate with your target audience, whether to convert new customers, engage existing loyal customers, or win back lost customers. Once you have set up the logic of your auto-campaign by setting up your entry rule and adding your goal(s) if applicable, you are ready to add your messaging.
Determining whether to use Email or SMS
The first step in adding an auto-message to your campaign will be determining the type of message you want to send. You may even find, you want to send both.
Email: Best for when you need to communicate detailed information and your message is not time-sensitive. Emails are also great when encouraging your recipients to engage with a link. Only contacts who are subscribed to email will receive auto-emails.
SMS: Best for brief, time-based communications and quick follow-ups that feel more personal. Only contacts who are subscribed to SMS will receive auto-SMS messages.
When you've decided which type of message you'd like to add, scroll to the Auto-Messages section of the campaign and click Add an auto-message > select Auto-Email or Auto-SMS and name your message.
The title of your message is not client-facing.
Adding an Auto-Email
Adding an Auto-Email
Timing
Once you've added and named your auto-email, determine when you want the email to be sent. When adding an auto-message to an auto-campaign, there are three timing options.
Designing your Email
You'll now decide which type of email you'd like to send: Full Design with Drag and Drop or Text Only. Full Design with Drag and Drop allows for more design and branding, whereas a Text Only email will only include text.
You will be prompted to select what template you'd like to use for your email, either an Account Saved Template or a pre-written template.
Next, you will set your Email Details and design the content and copy of your message.
Set Live
Once you've set up your email, you can save it as a template for future sends, or even test send it to yourself to ensure it's set up exactly as you intend. When ready, click the green Set Live button at the top right.
If the Set Live button is greyed out, you likely need to re-save your timing or have missed a step in setup.
Adding an Auto-SMS
Adding an Auto-SMS
Adding a text message to your auto-campaign is similar to adding an auto-email.
Timing
When adding an auto-message to an auto-campaign, there are three timing options.
Writing your SMS
Once you select the timing of your message, you will see a text block become available below. This is where you will write out your text message. A few things to note when writing your message:
If this is the first text message a contact might get from your business, include the business name in your message as an introduction.
There is a 320-character limit.
Images and GIFs cannot be included in an SMS message.
People are less likely to click on a link in a text message from an unknown number. When in doubt, send your link in an email!
You can personalize your message by copying/pasting the Available Personalizations to the right.
Set Live
Once you've set up your SMS in its entirety, you are ready to set it live by clicking the green Set Live button.
If the Set Live button is greyed out, you likely need to re-save your timing or have missed a step in setup.
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