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Best Practices for Text Messaging Automation

Learn about what SMS automation is, when to use it and best practices to ensure your campaigns are successful from the very beginning.
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August 10, 2022

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What is text messaging automation for business texting?

When a specific keyword is texted into a phone number, the keyword triggers an automated message to be sent back in response. For example, a person can text in the keyword “PROMO” to receive an automated text back providing more information on current promotions, or text in the word “EVENTS” to learn more about upcoming events.

What are the benefits of SMS automation?

  • Time saving. Set up your automation once and let it do the work for you.
  • Prompt responses. Your contacts receive responses to their inquiries when it's important to them - day or night.
  • Segmenting your audience. When your contacts text in a keyword, you'll get a sense for what they are interested in. With TextUs, all contacts who text in keywords are added to contact groups that can be used for future campaigns, like sending them a text when a new promo is available or following up after an event.
  • Simplifying opt-ins. Grow your subscriber list by giving prospects and customers a simple way to opt-in to your SMS marketing. Clients or customer are more likely to use texting if they are getting something in return.

What are some ways SMS keywords can be used?

SMS keywords can be used in a variety of ways within business texting, such as:

  • Simplifying opt-ins and growing a subscriber list for SMS campaigns
  • Providing quick answers to common questions, such as business hours
  • Inviting customers to text for promotions or upcoming events
  • Creating simple polls to gauge interest in certain products
  • Allowing customers to sign up to receive notifications or alerts

What are the best practices for creating SMS keywords?

  • Keep it Simple. With keywords, simpler is better. Avoid long words or short phrases, and use only a single single word for your keyword. The goal is to create a simple keyword that’s easy to remember and easy to promote.
  • Avoid Special Characters. Using special characters such as &, $, or * can make your keyword harder to remember, and can increase the likelihood of someone mistyping your keyword. Keeping your keyword simple will help ensure your keyword can be texted in successfully.
  • Make it Memorable. Making your keyword memorable will help get more people to text in your keyword. You can tie the keyword your brand, your campaign, or use common terms. For example, you can use the keyword “JOIN” as an easy way to opt-in subscribers, or use the keyword “SEATS” to help promote season ticket sales.
  • Plan for Autocorrect and Mistypes. As with all forms of communication, texting in a keyword is prone to human error or autocorrect gone wrong. To ensure you don’t lose out on a subscriber, test your keyword on multiple mobile devices and create additional keywords for any potential autocorrections or mistypes.
  • Determine Your Automation Flow. If you need more touch points to get contacts further down the funnel, or if you want to further segment your contact list, you can create multiple keywords to achieve a text automation flow. Be sure to include what they should text in next within your auto response, e.g. “If interested, respond back with ‘DEMO’ to schedule a live demo.”
  • Promote Your Keyword. For best results, promote your keyword across multiple channels such as digital and print ads, website landing pages, signage, social platforms, and other marketing collateral. This will help ensure you reach a broader audience and get better success from your keyword campaigns.

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Frequently Asked Questions

What are the best practices for text messaging automation?

Set up keyword triggers, define clear timing rules, personalize automated messages with merge fields, include opt-out language, and monitor opt-out rates to ensure automation is not over-messaging.

What is keyword-based SMS automation?

Keyword-based SMS automation lets contacts text a specific word like INFO or APPLY to receive an automated response. It is commonly used for opt-ins, lead capture, and self-service information requests.

How does SMS automation save time for sales and recruiting teams?

Automation handles initial outreach, follow-ups, appointment reminders, and re-engagement messages without manual effort. Teams can focus on high-value conversations while automation handles the volume.

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