Texting Guide for Nurture Sequences

Nurture sequences work when each touch is timely, useful, and simple to act on. Prospects respond to short texts that deliver a clear benefit and a single next step. TextUs helps you run consistent, value-led conversations that can turn cold leads into warm opportunities.
How TextUs Fits Nurture Sequence Workflows
TextUs Campaigns can reach precise segments from your CRM or marketing automation tool with one goal per message. You can attach PDFs or images like product one-pagers, tip sheets, or webinar invites so people can get value inside the thread.
Keywords such as INFO, GUIDE, or DEMO can enroll contacts in Sequences that acknowledge interest and can send links automatically.
Replies appear in the Shared Inbox, where marketing and sales can assign owners and answer with templates. Integrations can sync contacts and conversation logs to your system of record so engagement stays visible. You can review deliveries, replies, and clicks, then export CSVs to match messaging with meetings and pipeline.
What to Set Up First
Connect your CRM or MAP so lists, lifecycle stages, and UTM fields can sync both ways. Register 10DLC numbers and keep opt-out handling active so STOP and UNSUBSCRIBE can process automatically. Define the purpose of each stream such as early education, evaluation support, or late-stage activation.
Create templates for the moments you send most. Useful sets include new resource delivery, case study share, webinar invite, feature highlight, and gentle check-in. Assign Shared Inbox coverage by region and hours so replies can get fast attention.
How to Create an SMS Campaign With TextUs
- Choose your audience: Open Campaigns in TextUs and select a segment from your CRM, such as “Downloaded Guide Last 7 Days.” This can make sure your message reaches contacts with recent interest.
- Write your message: Keep it short and helpful. Example: “Hi {{first_name}}, thanks for grabbing [Guide]. Want a quick case study on teams using it to get [Outcome]? Reply INFO and I will text it.”
- Attach media: Add a one-pager, checklist, or short comparison image when it adds value. Attachments can help people learn without leaving the thread.
- Set up an A/B test: Create a second version that changes one element like the opener or call to action. Compare reply or click rate and keep the winner.
- Schedule your campaign: Send the first touch near the trigger event, then space follow-ups every 3 to 5 days. Use recurrence for ongoing nurture streams.
- Create a keyword: Add a keyword such as INFO, GUIDE, or DEMO and reference it in your message. When someone replies, TextUs can recognize and route automatically.
- Link to a sequence: Connect the keyword to a two-step sequence. For example, “Step 1: Send the resource or video link. Step 2: Follow up after 48 hours with a simple question about fit.”
- Send and monitor: Launch your campaign, track replies and clicks, and route high-intent threads to an owner in the Shared Inbox.
Example sequence messages:
- Step 1 (auto-reply): “Here is the quick case study: [short URL]. Want a two-minute demo clip next?”
- Step 2 (reminder): “Hi {{first_name}}, did the example help with [Outcome]? I can text a short setup guide if useful.”
Segmentation and Personalization Strategy
Segment by lifecycle stage, trigger, and recency so each text drives one action. Useful dimensions include content type, event attendance, lead score, and product interest. Exclude opt-outs, active customers, and open opportunities when the stream is prospect-focused.
Personalize with first name and one context field such as guide name, role, or city. Example: “Hi {{first_name}}, teams like yours in [City] use [Feature] to reach [Outcome]. Want a one-page overview?” Set fallbacks so no message looks broken.
Refresh segments weekly for steady programs and daily after live events. Clean segments can lift deliverability and prevent duplicate touches.
Template Library for Nurture Sequence Scenarios
Keep a compact set of reusable templates your team can send without rewriting. Each message should deliver value or invite a light next step.
- “Hi {{first_name}}, here is a practical tip for [Challenge]. Reply GUIDE for a one-page walkthrough.”
- “Quick story on [Industry] teams improving [Outcome]. Want the case study link? Reply INFO.”
- “New webinar next week on [Topic]. Reply RSVP for the registration link.”
- “Curious how [Feature] works with [Tool]? Reply DEMO and I will text a short clip.”
- “Still exploring [Product]? Reply CHECKLIST for the five-step evaluation guide.”
Review the template performance monthly with compliance. Retire low performers, rotate fresh examples, and keep files small so they open quickly on mobile.
Reporting and Attribution Workflow
Export deliveries, replies, and clicks from TextUs each week. Join that data with CRM outcomes like meetings booked, opportunities created, and revenue influenced. Preserve campaign name, segment, keyword, variant, and send time so you can run cohort analysis.
Track reply-to-conversation and conversation-to-opportunity rates by segment. Measure link usage to see which assets move contacts forward. Publish a one-page summary with delivery rate, reply rate, meeting rate, and best-performing opener.
Lead Scoring and Sales Handoffs
Pair TextUs engagement with your CRM lead score. Add points for replies, keyword use, and high-value clicks such as demo or pricing. When a lead crosses the threshold, notify the owner and move the contact to a sales sequence.
Define handoff rules so marketing knows when to stop nurturing. A reply with DEMO or PRICING can move the thread to sales immediately. Add a short note in the Shared Inbox so context travels with the conversation.
Use a calm re-engagement path for contacts that stall. One message and one reminder is enough before returning them to a slower stream.
Content Cadence and Value Design
Start with education, then show proof, then offer a next step. A simple order is a guide, case study, webinar, and demo clip. Keep one benefit per message and one clear action.
Match cadence to intent. Early-stage contacts can receive a weekly touch, while event registrants can receive a 3-day follow-up and a 7-day recap. Avoid stacking multiple texts in the same day.
Balance formats so messages stay fresh. Alternate a one-pager, a short clip, and a customer example. Each asset should load quickly on mobile.
Managing Replies in the Shared Inbox
All replies can appear in the Shared Inbox so marketing and sales can stay aligned. The first responder assigns the thread to themselves so ownership is clear. Templates can standardize answers, while a short personal line can keep the tone human.
Use tags like Guide, Case Study, Webinar, Demo, and Sales Ready to organize threads. Add notes before forwarding to an AE so handoffs stay smooth. Keep notifications on during business hours for fast responses.
Compliance and Deliverability for Nurture Sequences
Use registered 10DLC numbers for all nurture traffic. Keep opt-out handling on so STOP and UNSUBSCRIBE can process automatically. Include a simple line in the first message such as “Reply STOP to opt out.”
Avoid spam triggers by limiting links, punctuation, and all caps. Do not include sensitive personal or payment data in SMS. Keep attachments relevant and lightweight so they open quickly on mobile.
Send during local business hours and respect frequency caps. Clear, valuable messages can keep engagement strong and unsubscribes low.
FAQs About Texting Guide for Nurture Sequences
Can I attach PDFs or videos to nurture texts?
Yes. TextUs allows PDFs, images, or GIFs in both campaigns and one-to-one messages. Marketers often attach tip sheets, case studies, or short demo clips so contacts can learn quickly.
Can nurture sequences run automatically after a trigger?
Yes. You can schedule and repeat campaigns or connect Keywords and Sequences to start after events like a download or webinar. A reply with INFO or DEMO can send the right link and a timed follow-up.
How do Keywords and Sequences help conversion?
When someone replies with a keyword like GUIDE or DEMO, TextUs can enroll them in a Sequence. The first step can deliver the resource, and the second can check for questions or suggest a meeting.
How does the Shared Inbox support sales handoffs?
All replies appear in one shared view so teams can assign owners, tag threads, and add notes for context. This keeps handoffs clean and prevents duplicate outreach.
What metrics should I track to measure nurture impact?
Track delivery, reply, and click rates in TextUs. Export CSVs and join with CRM outcomes such as meetings, opportunities, and influenced revenue. Weekly summaries can show which segments and assets move people forward fastest.
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