When you send an SMS Message, you have to choose an existing Marketing List or Segment. You cannot directly choose the SMS Opt-In list to send a message to, so it is helpful to create list segments using SMS-related data. This includes SMS Behavior, and SMS metadata.
The SMS Add-on is required to create SMS segments.
To access the feature:
- Go to Contacts > Marketing Lists, or Contacts > Other Lists for Form Submissions or Webinar Lists
- Hover over the list, and click the drop-down arrow for more options
- Click Create a Segment
There are four SMS Behaviors that you can use for segmentation:
- Was sent a SMS
- Clicked on a SMS
- SMS send failed
- Replied to a SMS
To use any of these, choose Behavior, define a time period, and scroll down the behaviors drop-down find the four SMS behaviors.
You can segment based on additional SMS-related metadata, such as whether a contact has opted in to SMS. To do this, choose and then choose one of the four options:
|Has Valid Phone Number||Yes / No||
Whether the Recipient's phone number is correctly entered. (This does not check for landlines or other issues)
Yes = all contacts who have a valid number
No = all contacts that do not have a phone number, or an invalid number
|Is Opted-In to SMS||Yes / No||
Yes = all contacts who have opted in
No = all contacts who have NOT opted in
|Is Opted-Out to SMS||Yes / No||
Yes = all contacts who have opted out
No = all contacts who have NOT opted out
|Phone Number is in||Country drop-down||Provides a country selection that will filter contacts solely based on their phone number|
Engaged SMS Recipients
Here, we create a segment of contacts who have Opted-In to SMS, their phones are based in the US, and they have recently engaged with SMS by clicking in the past 30 days.
Next, we create a segment of contacts who have not opted in OR opted out. This identifies contacts who have not engaged with your SMS marketing channel. This is an opportunity for you to run an email campaign asking for SMS Opt-in, which could increase engagement.