After configuring your trigger, set up SMS components:
1. Action Name: "Send Message" - This identifies your SMS automation in the workflow.
2. Sending From: Number Pool - Select which phone number or pool of numbers will be used to send your messages.
3. Message Requirements - These are the guidelines and rules you must follow when crafting your SMS.
4. Message Composition Box - Where you write the actual content of your SMS that will be sent to recipients.
5. Compliance Analysis - This feature scans your message to ensure it meets regulatory requirements and best practices.
6. Save Settings - Confirms and applies your SMS action configuration.
7. "Cancel on Reply" Toggle - When enabled, this will stop subsequent automated messages if the recipient replies.
8. Templates and Field Mapping - Access pre-built templates or insert dynamic fields that pull information from your database.
Compliance Best Practices
When setting up your automated SMS messages, always ensure you:
Include clear identification of your business at the beginning of the message
Provide an opt-out method (typically by replying "STOP")
Keep messages concise and to the point
Use field mapping to personalize messages appropriately
Review the compliance analysis before finalizing your automation
The "Cancel on Reply" feature is particularly useful for maintaining compliance with regulations that require businesses to honor customer preferences immediately.
Additional Info
Tips to avoid suspension:
-Scrub your leads and remove people who are on the DNC list and litigators
-If you’re texting aged leads over 90 days old, try to mix in some newer leads to balance out your opt out rate and keep it low.
-Make sure you’re only texting leads who have given consent to be texted
-Read your messages from a customers point of view — does this message provide value? Do you identify who you are? Actually think about it as if you were on the other end of that text message and if you would respond negatively or positively to it.
-Craft compelling offers in your messages and personalize them — for example “Hey Joe, noticed you’re in Decatur GA and there are some new BCBS plans I thought you might be interested in”
-Always be polite and sound like an advisor trying to give a helpful hand, not a spammer