Texting Guide for Marketers

Marketers rely on clear, fast communication to capture leads, nurture audiences, and move them toward action. TextUs enables marketing teams to engage prospects and customers through timely, personalized SMS campaigns that convert without feeling intrusive.

How TextUs Fits Marketing Workflows

TextUs allows marketers to manage lead outreach, campaign follow-ups, and event promotions in one place. Campaigns can target segmented lists from your CRM, while Sequences automate timely reminders or responses.

You can attach PDFs or images such as promotional flyers, event invites, or product guides to enrich messages. Keywords like INFO, RSVP, or OFFER can route responses to the right automation path.

Replies appear in the Shared Inbox, where marketing and sales can collaborate on follow-ups. CRM integrations log every message and response, maintaining full visibility for attribution and performance tracking.

What to Set Up First

Connect your CRM or marketing automation tool to sync contacts and campaign lists automatically. Register 10DLC numbers and ensure opt-out handling is enabled so STOP and UNSUBSCRIBE messages are processed correctly.

Define your target segments such as “New Leads,” “Event Attendees,” or “Engaged Subscribers.” Create templates for each scenario, including lead nurturing, webinar reminders, event follow-ups, and limited-time promotions. Assign Shared Inbox coverage so responses are handled within minutes.

How to Create an SMS Campaign With TextUs

1. Choose your audience: Open Campaigns in TextUs and select a list such as “Warm Leads” or “Event Registrants.” This can make sure your message aligns with the right stage in the buyer journey.
2. Write your message: Keep it short and direct. Example: “Hi {{first_name}}, thanks for checking out [Product]! Want a quick overview or demo link? Reply INFO and I’ll send it right over.”
3. Attach media: Include visuals such as brochures, product shots, or promo cards to make offers clear.
4. Set up an A/B test: Test variations of tone, call to action, or timing. Keep the higher-performing version for future sends.
5. Schedule your campaign: Send during business hours or near key events, such as webinar start times or product launches.
6. Create a keyword: Add a keyword like INFO, RSVP, or OFFER and mention it in your message. TextUs will handle replies automatically.
7. Link to a sequence: Connect the keyword to a two-step sequence. Example: “Step 1: Share the resource or link. Step 2: Follow up 48 hours later with a gentle check-in.”
8. Send and monitor: Launch your campaign, monitor replies, and route hot leads to sales immediately.

Example sequence messages:

• Step 1 (auto-reply): “Thanks, {{first_name}}! Here’s the link to [Resource]: [short URL].”
• Step 2 (reminder): “Hi {{first_name}}, did you get a chance to check out [Resource]? Want to schedule a call?”

Segmentation and Personalization Strategy

Segment contacts by campaign type, engagement level, or lead source. Use lists such as “New Sign-Ups,” “Webinar Attendees,” and “Inactive Subscribers.” Exclude opted-out or recently contacted users.

Personalize messages with first name, company, or campaign context. Example: “Hi {{first_name}}, saw you downloaded our [Guide Name]. Want to see how [Product] helps teams like yours?” Include fallback values to keep messages readable even if some data is missing.

Update segments weekly to reflect new leads and campaign activity. Personalization and freshness can increase reply rates by up to 20%.

Template Library for Marketing Scenarios

Keep templates ready for each type of campaign or funnel stage. Each message should lead with value and one clear action.

• “Hi {{first_name}}, thanks for joining our newsletter! Want our latest marketing trends guide? Reply INFO.”
• “We’re hosting a live session tomorrow—want a seat? Reply RSVP for your invite.”
• “Your trial ends soon! Ready to extend your access? Reply YES for upgrade options.”
• “Double points this week on [Product/Offer]. Reply OFFER for details.”
• “Just checking in—did you get our recent case study? Reply INFO to view it again.”

Review the template performance monthly with compliance. Rotate content to avoid fatigue and ensure your tone stays conversational.

Reporting and Attribution Workflow

Export deliveries, replies, and clicks from TextUs weekly. Combine the data with CRM metrics such as MQLs, meetings booked, or conversions. Keep campaign name, keyword, and send time consistent for clean reporting.

Track reply-to-conversion rate, click-through rate, and opt-out percentage. Identify which templates or times generate higher engagement. Summarize key learnings in a short monthly performance review.

Campaign Timing and Offer Strategy

Use TextUs for time-sensitive promotions, event reminders, and follow-ups. For awareness campaigns, one or two weekly touches are enough. For time-bound offers, send a launch alert and a final reminder near expiration.

Focus on one CTA per text, such as downloading, replying, or registering. Avoid stacking multiple actions in one message. Consistency and clarity drive better conversion rates.

Managing Replies in the Shared Inbox

All replies appear in the Shared Inbox so marketing and sales can collaborate smoothly. The first responder assigns ownership and uses templates to answer quickly.

Use tags like Promotion, Webinar, Demo, and Lead Follow-Up to track thread types. Add short notes before passing a conversation to another team. Keep notifications active during business hours to maximize conversion opportunities.

Compliance and Deliverability for Marketers

Use registered 10DLC numbers for all marketing traffic. Keep opt-out handling on so STOP and UNSUBSCRIBE process automatically. Include “Reply STOP to opt out” in every campaign.

Avoid spam triggers like all caps or excessive punctuation. Keep attachments under 1 MB and relevant to your offer. Send during business hours, and respect frequency caps to maintain trust and deliverability.

FAQs About Texting Guide for Marketers

Can I attach marketing materials to my texts?

Yes. TextUs allows PDFs, images, or GIFs in both campaigns and one-to-one messages. Many marketers include promo cards or product snapshots for quick context.

Can I automate lead nurturing sequences?

Yes. You can set up timed Sequences that follow up after campaigns or lead captures automatically.

How does the Shared Inbox help marketing teams?

All replies appear in one shared view so marketers and sales reps can coordinate follow-ups. This prevents overlap and ensures faster responses.

What metrics should I track for marketing texts?

Monitor delivery, reply, click, and conversion rates. Export data to your CRM for full-funnel attribution.

Can I integrate TextUs with my CRM?

Yes. TextUs integrates with major CRMs, allowing you to log conversations, track outcomes, and maintain unified records for all campaigns.