Use Keap's marketing text messaging and Easy Automations to send critical communication through text messages via a toll-free 1-800 number. Text messages have an open rate of 94%, much higher than email's ~21% open rate. Note: this will be available when your account is upgraded to Pro or Max

For more information about Keap's text message marketing, refer to our text message marketing FAQs.

Send a marketing text message from Easy Automation

  1. Navigate to "Automations"

  2. Click the + button followed by "Easy Automation" to create a new automation

  3. Name your automation and configure a "When" event that will trigger your automation

    Note: For more information on how to create an "Easy Automation", refer to our help article

  4. After configuring "When", click "Then"

  5. Click "Send a text"

  6. Select a template or start with a blank message

  7. Enter a name and message

  8. Click "Next" located in the top right

  9. Set whether your marketing text should send immediately after the "When" event takes place or if it should be delayed

  10. Click "Next"

  11. Add additional "Then" if needed, when you are ready, click "Preview"

  12. Click "Publish" to complete your and have it start running

Opt-in messages and requirements

Keap's marketing text messaging automatically handles most opt-in requirements, including double opt-in. The first time you send a marketing text to a phone number, Keap will ask the contact if they want to receive messages from your business.

While Keap confirms the contact is opting into marketing texts, you are responsible for understanding and complying with the laws and regulations associated with consent for text message automation and marketing.

Benefits of receiving consent for marketing text messages:

  • You only send messages to the contacts that want to receive them

  • Keap tracks opt-in and opt-out status on a per phone number basis, making it easy for you to know who is opted in or out even if you have multiple contacts with the same phone number

Preview Keap's opt-in message

When drafting an automated text message, you can preview the opt-in message to see what your contacts will receive.

  1. In your "Easy Automation" > under "Then" select or edit "Send Text" > click on "Show opt-in message" located on the "Preview"

  2. The double opt-in process includes asking contacts if they want to receive a message asking the contact to opt-in

  3. Once the contact opts-in, a confirmation message for opt-in is sent and the message is sent.


Does the opt-in message get sent to everyone?
Opt-in messages only get sent to contacts that have not previously opted in. If we have no history of opt-in then the contact will receive an opt-in message.

I have previously received consent from my contacts using another system, can I skip the opt-in?
To help users stay compliant with the law, we require consent through our tools even if you’ve previously received consent on another tool.

Can I customize my opt-in message?
Yes. Your opt-in must contain your business name in order to comply with the law, but additional changes can be made to personalize the message. Legally required verbiage will automatically be added to your opt-in message.

Is there a way to opt-in on a form?
Not at this time, however, we plan to allow users to get single opt-in consent when a contact submits their info through a form.

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