Set up SMS

• SMS Overview

  SMS is a marketing channel in Act-On for sending short text messages to opted-in recipients. You compose messages, choose recipients from a Marketing List or Segment, and Act-On checks every number against your SMS Opt-In List before sending. This page is the starting point for everything SMS - concepts, setup, sending, reporting, and troubleshooting. Who does this: Marketing ops, demand gen, ...

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• Build Your SMS Opt-In List

  Before you can send SMS to a recipient, they must consent to receive messages. The SMS Opt-In List is the record of that consent, and Act-On only sends to numbers on it. This article covers the three ways to build the list and the one-time first-message flow that runs when you go live. Who does this: Marketing ops and demand gen teams; legal or compliance often weigh in on disclaimers and data...

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• About Act-On SMS

  SMS (short message service) is a channel for sending short text messages to opted-in recipients. Act-On supports SMS for both promotional messages (marketing campaigns) and transactional messages (receipts, reminders, account alerts). This article covers the concepts you need before setting up or sending. Who does this: Anyone new to SMS in Act-On - marketing ops, campaign managers, or Adminis...

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• Add SMS Opt-In to a Form

  Act-On Forms can collect phone numbers and SMS opt-in consent using a pre-built section called SMS Opt-In. Drop it into any Form, configure the disclaimer, and submissions flow straight into your SMS Opt-In List. This is the fastest way to start (and keep) growing your opt-in base. Who does this: Marketing ops or demand gen building the lead-capture Form; legal reviews the disclaimer Time nee...

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• Getting Started with SMS

  This is the end-to-end walkthrough for setting up SMS in Act-On for the first time. Follow it top to bottom and your account will be ready to send. For concept-level background on Credits, Recipients, Opt-Ins, and reply keywords, read About Act-On SMS first. Who does this: The person enabling SMS for the first time - typically an Administrator working with marketing ops Time needed: 30-60 min...

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• SMS Phone Number Types

  When you enable SMS in Act-On, you choose what kind of number your messages are sent from. The options differ by use case, throughput, approval process, and the countries they can reach. Your Account Manager or Customer Success Manager can help you choose based on your marketing goals. Who does this: The person enabling SMS for the first time - typically an Administrator working with an Accoun...

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• Add SMS Opt-Ins from a Marketing List or External Data Source

  If you have SMS opt-ins from another provider or an external data source, you can upload them to Act-On as a Marketing List and add that list as an SMS Opt-In source. Numbers on the source list flow into the Opt-In List and stay in sync as contacts are added. Who does this: Marketing ops migrating from another SMS provider or loading a bulk import Time needed: 15-30 minutes plus time to prepa...

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