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.

To access the feature:

1. Go to Contacts > Marketing Lists, or Contacts > Other Lists for Form Submissions or Webinar Lists
2. Hover over the list, and click the drop-down arrow for more options
3. Click Create a Segment

SMS Behavior

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.

SMS Metadata

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:

Examples

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.

SMS Opportunities

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.