Why Your Business Needs SMS Automation (and How to Get Started Today)

  1. Almost everyone now has a mobile phone
  2. SMS has lightning fast delivery speed
  3. 95% of SMS messages are read within 3 minutes of receipt
  4. Overall open rates for SMS are 98%

What is SMS Automation?

What is SMS Automation - Automated Texts Are Received on Woman's Mobile Handset
  • Improve workflow and processes
  • Generate new leads
  • Boost retention and renewal rates
  • Nurture customer relationships
  • Eliminate repetitive tasks
  • Boost customer satisfaction
  • Reduce operational costs
  • Capture feedback and data promptly
  • Instant SMS responses to customer interactions with a business
  • Pre-delivery confirmations
  • Post-purchase survey
  • Subscription renewal alerts
  • Abandoned-cart reminders
  • Personalised birthday messages and offers
  • Automated SMS responses to inbound SMS inquiries

How to Use SMS Automation

SMS Keywords

Automated Lead Generation

Customer Support

Customer Segmentation

Automate SMS with Customer Interactions

SMS Automation Example - Post-Purchase Survey
SMS Automation Example - Post-Checkin Offers
SMS Automation Example - Arrival Welcome
  1. Welcome Messages — send personalised bulk SMS upon customer registration to welcome and inform of website links, how-to guides, or introductory video content.
  2. Reminders — send timely reminders with SMS automation for bookings, reservations, appointments, time-sensitive offers, renewals, etc.
  3. Notifications and Updates — alerts for usage, expiry, payment success or failure, support updates, purchase confirmation, delivery notifications, etc.
  4. Reviews and Feedback — seek quality feedback by sending an automated SMS poll or survey after purchase or delivery.
  5. Newsletters and Offers — personalise offers and tips based on individual customer activity and a set of pre-defined triggers including birthdays, anniversaries, etc.
  6. Referral Requests — seek referrals from your existing customers to generate new leads.
  7. Contextual Alerts — track purchase behaviour and send SMS offer alerts based on preferred products or topics.
  8. Reengagement Campaigns — reengage with inactive customers after a prescribed period.

Important Tips to Consider

  • You must provide a clear and simple option for your customers to unsubscribe from your SMS messages. Let’s face it — if your customers do not want to hear from you, it’s not beneficial to continue messaging them. Further, if subscribers are unable to opt-out, this can have detrimental effects on your business. If that’s not reason enough, it is also a legal requirement that “opt-out” or “unsubscribe” is simple and clear.
  • Target and personalise your approach based on your recipient — make your message about them, rather than about you!
  • When setting up any time delays for messages don’t forget to consider time-zones.

How to Set Up SMS Automations

Set Up Simple SMS Automations via the ClickSend Dashboard

ClickSend SMS Automations Dashboard
  • Time-based automations: if you want to send a message at a regular interval, you can set this up as time-based automation in the dashboard.
  • Contact list automations: use this to send messages when a new contact subscribes or is added to your contact list.
  • In-bound automations: if you want an automated response to a particular keyword (eg. “Reply PIZZA to order dinner now”), you can set this up as a keyword-based rule. Note: you will need to use a dedicated number to be able to support SMS keywords.

Build SMS Integrations with Your Existing Applications

ClickSend Integrations Marketplace

  • send an SMS when an invoice is raised in Xero or Quickbooks
  • send an SMS when a contact is created in ActiveCampaign or ZohoCRM
  • send an SMS when an appointment is created in Google Calendar or Calendly — or set a delay and have it remind attendees ahead of the event
  • send SMS order updates from WooCommerce, Magento, or Shopify

Get Started with ClickSend Now



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