When contacts opt in to SMS marketing, Act-On can automatically send a confirmation SMS, so long as SMS credits are available. Read on to learn how to customize this message and welcome your contacts to receive SMS.
Essentials to get started
- Act-On Administrator privileges
- Your account has SMS Credits
- If your account has SMS Opt-Ins, you have already sent your first welcome message.
Instructions
Customize the SMS Welcome Message
To start, go to SMS > Opt-Ins.
In the Welcome Message section, click Edit Message.
Here, you can use our template messages to get started, and you can also use the composer tools to preview the Message, add a short URL, add personalization, and add Opt-Out language.
Enable or Disable Your Automated SMS Welcome Message
The SMS Welcome Message will send automatically only to new opt-ins on the Lists and Forms where it has been enabled.
You can disable this option if you instead wish to send an SMS confirmation from an automated program, for example.
Enable or Disable for a Marketing List
To enable the automated Welcome Message for new contacts that enter an SMS Opt-In list, you will choose this setting when you first map your list.
To change the setting for an existing list, go to SMS > Opt-Ins and find your list under Source Lists. Here, you can check or uncheck the Welcome Message box for your lists:
Enable or Disable for Form Opt-Ins
The Welcome Message will send automatically when a contact submits a Form that contains the SMS Form Opt-In section and the Welcome Message setting is enabled.
To change the setting for an existing form, go to Content > Forms and find your Form. Edit the SMS Opt-In form section to enable or disable the Welcome Message and save: