SMS automation is continuing to transform the modern-day workplace and overall business operations. With automated processes in place, organizations and employees can eliminate manual workarounds, maximize productivity, save time, and increase their ROI.
For marketing professionals, automation in general is a game changer— from automated email campaigns, automatic follow-ups, to automatic notifications on leads and much more. With automated texting campaigns, marketing and sales teams can leverage a new form of communication with their contacts— only this time reaching them at a faster and more efficient level.
So if your business hasn’t implemented automated text messaging for your prospects and customers, there are a few reasons why your team should consider it.
What is SMS Automation?
SMS automation is the process of pre-scheduling text messages to automatically be sent at a certain date or time. Because these messages are sent automatically, the need for internal upkeep or manual coordination of messages is completely eliminated.
Automated texts are typically sent based on specific triggers, criteria, or contact lists.

Examples of Automated Text Messages
Common types of scenarios that may warrant an automatic text message from a business include:
- Appointment reminders
- Delivery notifications
- Order updates
- Reservation confirmations
- Meeting confirmations
- Form submissions
- Contact request follow-ups
- Promos and discounts
Why Businesses Automate Text Marketing
Do you remember the large event reservation that was made last week or which client you need to remind regarding their upcoming consultation? Probably not.
If you’re an established business or a fast-growing company, there comes an “Aha!” moment when you realize that it’s fairly difficult to keep track of your database manually. With automated SMS campaigns, you can truly live by the motto “Set it and forget it.”
Set up an automated workflow one time and it will ensure that your contacts receive the proper text message based on the rules that you specify. By having a successful SMS automation strategy in place for reminders, notifications, etc., your business can be confident that it is reaching the right contacts at the right time, for the right reasons.
As a result of business text messaging, you may see a decrease in the amount of no-shows that come your way or an increase in quicker responses from your contacts compared to emails and phone calls. And most importantly, your teams will save time and be able to focus on other important tasks at hands.
SMS Marketing Best Practices
To build a successful automated SMS workflow, you need to:
- Be familiar with the various types of text messaging examples you can send
- Test your triggers and action criteria
- Keep your messages short, sweet, and to the point
- Follow your country’s consent and compliance guidelines
- Allow your contacts to opt-out or unsubscribe
Sakari's Text Messaging Service
Considering automating SMS for your business? With the Sakari platform, you can:
- Integrate with your favorite CRMs like HubSpot, ActiveCampaign, Pipedrive, etc.
- Send reminders, alerts, notifications, follow-ups, and more
- Have easy two-way text messaging while tracking all conversations
- Create personalized messages, reusable templates, and use emojis
- Build seamless SMS drip campaigns
- Automate text message workflows
See Sakari in action for yourself by starting a free trial — no credit card required.
Case Study
Learn how JCLaw used the HubSpot integration to build automated SMS workflows for their sales team, leading to a 92% increase in new case acquisition.