Send SMS

• How to Create an SMS Message

  The SMS Message Composer is where you build a message, pick recipients, and watch your credit usage before you send. Every change auto-saves to Drafts, and the composer warns you about any missing requirements so you never hit Send on an incomplete message. Who does this: Marketing ops, demand gen, and campaign managers - anyone sending SMS Time needed: 10-20 minutes to compose and review a m...

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• How to Send a SMS Message

  SMS Readiness The 3 requirements to send an SMS are: A message title, Recipients, Message text Act-On validates that these requirements are met. You can see the validation results in the Messages tab under the Send Message and Schedule Send buttons. If any of these are missing, you are not able to send your message, and the buttons are disabled. This message has passed validation and is r...

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• Customize and Send SMS Welcome Messages

  When a contact opts in to SMS, Act-On can send them an automatic Welcome Message to confirm it. The Welcome Message is a single configurable SMS that goes out to every new opt-in - from a Form or a mapped Marketing List - so long as you have Credits available. This article covers how to customise it and how to turn it on or off per source. Who does this: Act-On Administrators Time needed: 10-...

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• Send SMS from an Automated Program

  SMS works inside Automated Programs the same way email does - as a step in a flow. Add a Send SMS step to confirm a sign-up, remind a lead about an upcoming event, or follow up when an action is taken on the site. This article walks through adding a Send SMS step to an existing Automated Program. Who does this: Marketing ops or demand gen building an Automated Program Time needed: 10-15 minut...

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• How to Use the SMS Link Shortener and Tracker

  The SMS Link Shortener turns a long URL into a short, trackable link that uses your Custom Marketing Domain. Each recipient gets a unique link that redirects to the destination you specify, and Act-On tracks clicks the same way it does for email. In a channel where every character counts, shortening is how you fit a link at all. Who does this: Anyone composing an SMS that includes a link Time...

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• How to Use SMS Personalization

  SMS Personalization lets you insert merge fields in a message - First Name, Company, account owner, anything in your contact data - with a twist specific to SMS: you define a Max length and Fallback text, so a long value cannot blow your message past 160 characters. This article explains the pattern and walks through inserting a personalization. Who does this: Anyone composing an SMS where a m...

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• How to Create List Segments with SMS criteria

  You cannot send an SMS directly to the SMS Opt-In List - sends go to a Segment or Marketing List. That means using segmentation on SMS-specific criteria is how you build useful audiences, whether it is "engaged opt-ins in the US" or "everyone who has not opted in yet." This article covers the SMS Behaviors and SMS Metadata criteria available in the Segment Builder. Who does this: Marketing ops...

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• How to Identify the Cell Phone field on your Marketing List

  Before you can send an SMS to a Marketing List, Act-On needs to know which field on that list holds the cell phone number. This is a one-time setup per list: add a Mobile Phone field if one does not exist, then map it to the Contact's Cell Phone system field. Lists that skip this step show as ineligible when you try to pick them as recipients. Who does this: Marketing ops or Administrators pre...

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• International SMS - Credits by Country

  When International SMS is enabled in SMS Settings, Act-On can send to phone numbers outside the US and Canada. Each international message uses additional Credits, and the amount depends on the country the recipient's number is based in. This article is the reference table - how many Credits per message, per country - plus a regional snapshot for quick planning. Who does this: Marketing ops pla...

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