SMS Automation: 3 Ways to Trigger Text Messages

SMS Automation: has your business built an automated text message workflow?

Transactional messages and personalised marketing are messages that you don’t want to be sending one-by-one. There are simply not enough hours in the day! Take your customers on a journey with your business using SMS automation. Have real conversations with your customers and staff alike; make full use of automations to send instant, highly personalised text messages.

How to Create an SMS Automation

How you choose to automate your regular messaging depends on your business type, complexity and message content. Here are the popular ways to automate texts:

Read on for more information and how to choose which type of integration is right for your business.

1. Automate Texts via Dashboard

Best for: people who are starting out with automations. Those who want to quickly set up rules to help answer some of the most frequently asked questions, or make use of an autoresponder to quickly obtain critical information to answer customer questions faster.
These text message automations are great if you have limited web resources to build custom integrations or are in a hurry.

Through the ClickSend Dashboard, you can set up no-code automations based on time, contact list updates and inbound messages.

ClickSend SMS Automations Dashboard
ClickSend SMS Automations Dashboard
In the ClickSend Dashboard you can set up automations based on time, contacts or inbound messages.

Choose from the following options in the dashboard:

You can use inbound message rules to automatically respond to all messages, or respond to messages if they contain certain text in the message body. Companies use these automations to send predicted answers to frequently asked questions or they might create a multi-response SMS autoresponder.

Creating an SMS Autoresponder

Using inbound automation, it’s easy to set up an SMS autoresponder.

Within the Dashboard, click on your profile in the top right corner of the screen and select Messaging Settings. This will take you to the inbound rules settings. Here you Add New Rule: then name your rule and select your dedicated number if you have one.

SMS Automations: Inbound Rule Settings
SMS Automations: Inbound Rule Settings
ClickSend Dashboard: Adding a New Inbound Message Rule

If you want your action to trigger on all inbound messages, leave the ‘Match For’ section blank. However, if you want it based on a keyword in the message text, change it to ‘Message Contains’ and enter the search term.

For an autoresponder, you will need to choose ‘AUTO_REPLY’ as the action and supply the text you would like to be sent back to your customer.

Note: there are several other actions which can be triggered, including automatically forwarding inbound messages to designated email addresses, move contact, create contact, forward SMS, etc.

Once you click save, anyone who sends a message with the expected search term will automatically receive a response.

SMS Automations: Using an Autoresponder
SMS Automations: Using an Autoresponder

Building Out Your Multi-Level Interactive Campaign with Autoresponders

Use a multi-level autoresponder so you can get all the answers you need to provide your service in an instant.

To further streamline your processes, you might then want to integrate further with your own scheduling applications and more. This doesn’t have to be a job for the web developers — there are no code/low code options out there.

2. SMS Automation via an Integration Platform as a Service

Best for: those who have more experience with text message automations but possibly have limited coding ability who want to use triggers from other applications to send messages. If you’re into home automations, enjoy tinkering with IFTTT or get excited by Rube Goldberg machines, you’ll love our integration platform partners.

If our out-of-the-box automations do not fit your purpose, or you want to send messages triggered by another application, we have several integration partners who can help. You don’t need to be a web developer to connect your existing applications to ClickSend in order to send triggered messages. There are hundreds of ways to integrate communications via intermediary platforms known as Integration Platforms as a Service (IPaaS).

SMS Integration via Zapier for Bookings
SMS Integration via Zapier for Bookings
Many of our clients love integrating their booking platform and ClickSend via Zapier.

In our example, Niveen responds positively to help with making a booking for her car wash. You could pick up the phone and give her a call, then try to tee up a time that fits your business’ appointments. Or better yet, you could automate this part of the process too.

Send a link to your appointment scheduling tool, then using an iPaaS like Zapier, you can send text messages based on when their appointment is.

For example:

Integrate via Zapier, or choose from 20 connectors that are ClickSend enabled. Our customers also love, Integrately, Integromat, Microsoft Power Automate, PieSync.

3. SMS Automations: Direct Integration

There are two types of direct integrations we offer:

Ready to Use Direct Integrations

Not only are the hundreds of integrations you can access via an integration platform, we have our own ready-built direct integrations with some of the biggest online applications. For example, if you use Zoho, Magento, WooCommerce, Salesforce or Freshworks as your CRM, you can easily enable SMS, MMS, voice or direct mail capability straight from the platform.

Check out our full range of ready to use integrations.

Fully Customised Direct Integration with Our Open API

If the answer is yes, the sky is the limit. Build SMS, MMS, voice, fax, direct mail and more into your existing applications exactly how you want.

Check out our full API documentation and find your preferred SDKs here. We can’t wait to see what you build!

ClickSend Automations: More Than Just SMS

Send more than just SMS with our automations — with ClickSend you can send multimedia messages, voice calls, beautifully printed postcards, direct mail letters, fax and more. Why not test out which combination of business communications works for your business and automate them for a truly multi-channel experience.

Partner with ClickSend for powerful, reliable messaging automation. Sign up now to get automating.

Business Communications. Solved. Otherwise a massive lover of all things tech and marketing.