Automations

Send an Automated SMS Message

How to setup an SMS message trigger

NOTE: This help document was written for a previous version of ConveYour. If you want to schedule an automated text message blast to everyone in a specific group use an automation!

  • Setup a text message to be sent automatically

  • Schedule a text delivery based on time or when contact conditions are met

  • Personalize the text body with placeholders.. Example..

Hi (placeholder), thank you for joining the community!

Don't be scared of placeholders. They are easy to discover. Just start typing {{, then start typing a field name, such as first name, and you will start seeing available placeholders.

Use Cases

  • Thank people for joining your community

  • Event management, alert people when sessions are starting

  • Follow up after the end of your speech. Promote a book signing or something.

  • Automate re-engagement! Have a member site or e-learning Course? Use SMS triggers to re-engage members that haven't been seen for a while!

Tips

  • We use Twilio for SMS. You will need to setup Twilio first before sending SMS messages.

Learn More

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