What is SMS Marketing Automation? Its Benefits & How to Get Started

Discover the power of SMS Marketing Automation, its benefits and get practical tips on how to implement this effective strategy to boost business growth.

Are you looking to revolutionize the way you connect with your customers, but feel like you’re shouting into the void with traditional marketing methods? Text messaging opens the door to endless possibilities, and automating it allows your marketing efforts not only to speak but also to listen, adapt, and respond in real-time to your audience’s needs.

SMS marketing automation is also about building relationships that last; it’s a golden opportunity to engage directly and personally with your audience. Keep reading and let us show you how to get started.

Pd.: We're excited to offer you a unique opportunity to experience the future of customer engagement with our SMS marketing automation software, Sakari, at no cost. Start your free trial here. We'll give you 100 credits to start your campaigns for free.

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What is SMS Marketing Automation?

SMS Marketing Automation is an advanced communication strategy that leverages software to automatically send text messages to customers based on specific triggers or actions they take. This innovative approach goes beyond traditional SMS marketing by enabling businesses to send personalized, timely, and relevant messages without manual intervention, ensuring that the right message reaches the right person at the right time.

Imagine a system that intuitively understands your customers' behaviors, preferences, and needs, and responds with tailored messages that resonate with them on a personal level. Whether it's a welcome message to a new subscriber, a birthday discount to a loyal customer, or a timely reminder for an upcoming appointment, SMS marketing automation makes these interactions seamless and impactful.

↪ Discover 2024’s Top 3 SMS Marketing Platforms

How SMS Marketing Automation Works

Automating your SMS Marketing campaign is like having a smart assistant who knows your customers and sends them the right messages at just the right moment. When your customer does something like making a purchase, the system sends out a perfectly crafted SMS related to that action.

It’s magic, but it’s real!

Why SMS Marketing Automation is a Must for Modern Businesses

With over 5 billion folks texting around the globe, automated text messaging is your digital marketing superhero cape. Here’s why you’ll love it:

  1. Everyone's texting: With billions of people glued to their phones, texting has become a universal language. By using SMS marketing, you're tapping into a communication channel that's already integrated into daily life, ensuring your message is as accessible as possible.

  2. Your messages will get seen: Imagine a marketing channel where nearly every message is opened and read. That's the power of SMS, with open rates that dramatically exceed those of other channels, ensuring your message isn't just sent but seen.

  3. You'll get speedy reads: Texts are not just delivered instantly; they're typically read within minutes. This speed ensures that your time-sensitive messages are received and acted upon swiftly, making SMS an ideal channel for urgent communications.

  4. No internet? No problem: SMS doesn't rely on an internet connection, ensuring your message reaches your audience regardless of their online status. This broadens your reach, making your communications resilient and reliable.

  5. It allows you to add your personal touch: SMS marketing automation enables you to personalize messages based on customer data. This personalization makes each recipient feel valued and understood, enhancing the effectiveness of your communications.

  6. It is super cost-effective: SMS marketing offers a high return on investment, delivering significant engagement at a relatively low cost. This efficiency makes it an attractive option for businesses looking to maximize their marketing budget.

  7. It enhances customer journeys: SMS can streamline the customer experience, providing timely updates, reminders, and alerts that keep your audience informed and engaged throughout their journey with your brand.

  8. You can chat back: Unlike many other marketing channels, SMS is inherently interactive, inviting customers to respond and engage with your brand. This two-way communication fosters a deeper connection and enhances customer engagement.

  9. SMS marketing is team player: SMS marketing doesn't operate in isolation; it complements and amplifies your other marketing efforts, from email to social media, creating a cohesive and integrated marketing strategy.

  10. Data geeks, rejoice: With SMS marketing, you gain access to detailed analytics that help you understand your audience's behavior and preferences. This data allows you to refine your strategies, ensuring your messages resonate more effectively over time.

How to Automate Your SMS Marketing

Getting started with SMS marketing automation involves a few key steps:

  • You'll need software, so select the right SMS automation platform: Choosing the right platform is akin to selecting a trusted sidekick in your marketing adventures. Opt for an SMS marketing tool that's not just robust and dependable but also syncs seamlessly with your existing marketing toolkit. Seek out a platform that offers comprehensive features, ensuring you have everything you need to launch successful campaigns. Want to try Sakari for free? You can do it here. We'll give you 100 free credits to get started.

  • Cultivate your audience: Now's the time to build your community of engaged followers. Collect phone numbers from your customers, ensuring you do so with transparency and their explicit consent. Remember, trust is the foundation of any strong relationship, so clear communication about how you'll use their number is paramount.

  • Design trigger-based campaigns: Think of your customer interactions as a series of dominoes. Each customer action—be it a purchase, a sign-up, or a casual website visit—can trigger a specific, relevant SMS message. Setting up these triggers allows you to deliver timely and pertinent messages that resonate with your audience's current experience.

  • Craft compelling messages: Channel your inner wordsmith to create messages that captivate and delight. Your SMS should be more than just text; they should be mini-experiences that bring a smile or offer value. Whether it's a clever joke, an insightful tip, or a warm greeting, your messages should be memorable and engaging.

  • Iterate and optimize: Fine-tuning your SMS campaigns is a continuous process. Monitor your campaign's performance closely—what resonates, what falls flat, and what surprises you. Use this feedback to refine your approach, experimenting with different messages, timings, and triggers to discover what works best for your audience.

5 Sparkling Ideas for To Kick Start Your SMS Marketing Automation Journey

Let’s jazz up the way you send messages and connect with your customers using SMS marketing automation! Here are five fab ideas, each with a sprinkle of creativity and a dash of strategy, to get you rolling:

1. Roll Out the Red Carpet with Welcome Messages

Start your customer relationship with a bang! Set up automated, friendly texts that pop up the moment a new customer joins your club. These messages are like a warm handshake, saying:

Welcome to [Brand Name]! We’re thrilled to have you with us. Need help? Text HELP to this number anytime!

Make sure your message is a combo of thanks, a brief intro to your brand, and essential info like how to reach customer service.

2. Create Buzz with Promotional Alerts

Who doesn’t love a good sale? Use SMS to shout out about those not-to-be-missed deals and new product launches. Imagine sending a message like:

Flash Sale Alert! 30% off all items for the next 24 hours at [Brand Name]. Visit [link] to shop now. Don’t miss out!

Keep it short, punchy, and with a clear call-to-action. Your customers will love being in the loop!

3. Send Gentle Nudges with Appointment Reminders

Help your customers stay on top of their schedules with friendly reminders. Automate messages to be sent a day or hours before their appointment, something like:

Hi [Customer Name], just a reminder about your appointment with [Brand Name] on [Date & Time]. Reply with RESCHEDULE to change the time.

It’s a small gesture that can significantly reduce no-shows and enhance customer loyalty and service.

4. Get Valuable Insights with Feedback Requests

After your customer has experienced your product or service, why not ask what they think? Send a text like:

Thanks for your purchase from [Brand Name]! We’d love to hear your thoughts. Share your feedback here [link] and get a 10% off your next purchase.

Keep it brief and consider offering a little something for their effort. This way, you gather invaluable feedback and keep your existing customers engaged.

5. Strengthen Bonds with Loyalty Programs

Show your regulars some love! Automate messages that treat loyalty program members to exclusive rewards or birthday surprises. Picture sending:

Happy Birthday [Customer Name]! As a valued member, enjoy a 20% birthday discount on your next purchase with us. Your loyalty means the world to us at [Brand Name].

Personalize these messages to make each customer feel like a VIP.

Embracing these ideas in your SMS marketing automation strategy is like adding a pinch of spice to a favorite recipe – it just makes everything better! So, get set to charm your customers and watch your business sparkle.

↪ Read our blog on How to Build a Successful SMS Marketing Campaign – A Checklist

3 Advanced Strategies for Successful SMS Marketing Automation

In SMS marketing automation, advancing beyond basic practices can significantly enhance the impact and effectiveness of your campaigns. Here, we explore three sophisticated strategies that can elevate your SMS marketing efforts to new heights!

1. Playful Segmentation for Targeted Wins

Dive into the art of segmentation where you get to play matchmaker between your messages and your audience. It’s like throwing a party and making sure everyone gets their favorite flavor of cake.

Slice up your audience based on their tastes, behaviors, or even their shopping sprees. Imagine sending sneaker fanatics exclusive deals on the latest kicks – that’s segmentation making your messages hit the bullseye!

2. A/B Testing: The Game of Twists and Tweaks

Welcome to the lab of A/B testing, where you get to be the mad scientist of SMS! Create two variations of your text message, maybe one’s a cheeky joke and the other’s straight-laced. Send them out and watch which one tickles your audience’s fancy.

It’s like trying two different dance moves at a party and seeing which one gets more cheers. This strategy isn’t just fun; it’s a goldmine of insights!

3. SMS Meets Other Channels: The Ultimate Team-Up

Think of SMS as the friendly neighbor waving hello to your other marketing channels. It’s all about teaming up for the greater good of your brand’s story. Maybe after an email about your blog post, send a chirpy SMS reminder.

It’s like having a chorus where every voice complements the other, making sure your message is heard loud and clear across the neighborhood!

↪ Read our blog on 30+ Innovative Ways to Use SMS Automation in Your Business [Examples by Industries]

Keep Compliance in Mind!

4 SMS Campaigns Best Practices

SMS marketing automation requires not only creativity and strategic thinking but also a steadfast commitment to compliance and best practices. This commitment is crucial in maintaining trust and transparency with your customers, while also adhering to legal standards such as the General Data Protection Regulation (GDPR) and the Telephone Consumer Protection Act (TCPA).

1. Meet Legal Standards: GDPR & TCPA


Europe’s Data Guardian: If your business chats with folks in the EU, GDPR is your gatekeeper. It’s all about getting a big, enthusiastic thumbs-up before you send those nifty SMS messages. Think of it as asking permission to join the dinner party – you need a clear ‘Yes’ before you grab a seat.


USA’s SMS Sheriff: Stateside, TCPA wears the sheriff’s badge for SMS marketing. It’s like needing a golden ticket to send those automated marketing texts. Make sure you get that ticket signed and sealed!

2. Get the Green Light: The Art of Consent

Crystal Clear Communication

Tell your customers what they’re signing up for – be it flash sales, deals, cool updates, or the latest news via SMS. Think of it as setting the stage before the show begins.

Easy-Peasy Opt-In

Whether it’s a tick on a web form, a sign-up at your store, or a quick SMS keyword, make saying ‘Yes’ to your texts a breeze.

Keep Records Safe and Sound

Store that consent like a precious gem, safe and easily reachable.

3. Make Opt-Out a Breeze

Just as it’s easy to jump into your SMS pool, ensure it’s just as simple to hop out. A straightforward ‘STOP’ option in your messages keeps things transparent and respectful.

4. Stay Sharp with Privacy Updates

In the ever-shifting sands of the digital world, keeping your privacy policies and practices updated is like having the latest map on a treasure hunt. Regular check-ins and updates keep your team savvy and your strategies sharp.

By embracing these compliance gems and best practices, you’re not just playing it safe – you’re building a trust fortress with your audience. This smart approach not only shields you from legal storms but also polishes your brand’s reputation to a brilliant shine.

So, let’s set sail on this SMS marketing adventure with fun, flair, and a keen eye on compliance!

Don't Forget About Software!

5 Features of an Efficient SMS Marketing Automation Software

Look for features such as:

  1. Easy integration: Seamlessly integrates with your existing CRM and marketing tools.
  2. Personalization: Allows for personalized messages based on customer data.
  3. Analytics: Provides detailed reports on campaign performance.
  4. Scalability: Can handle a large number of messages and contacts.
  5. Reliability: Ensures high delivery rates and minimal downtime.

↪ Read our blog on How to Choose The Right SMS Marketing Software for Your Business in 2024

See Why Thousands of Marketers Trust Sakari’s SMS Marketing Automation Platform

Join the ranks of savvy marketers who have discovered the secret to deeper customer engagement with Sakari’s SMS Automation Platform.

Sign up for a free trial and experience how our marketing platform can transform your marketing strategy.

Start a free trial of Sakari now

SMS Marketing Automation FAQ:

Is SMS Marketing worth it?

Indeed, SMS marketing is a valuable tool for businesses, offering remarkable benefits such as high open rates, cost-effectiveness, and the ability to engage directly with customers. Its immediacy and personal touch make it an effective strategy for a wide range of marketing objectives.

What are the pros and cons of SMS marketing?

The pros of SMS marketing include its instant delivery, ensuring timely receipt by recipients, high engagement rates due to the personal nature of text messages, and the ease of tracking responses and effectiveness. However, the cons involve limitations in message length, which may restrict the amount of information you can convey, and potential privacy concerns, requiring strict adherence to data protection laws and customer consent for bulk text messages.

When should I use SMS marketing automation?

SMS marketing automation is particularly effective for time-sensitive offers, where immediate customer action is desired. It’s also ideal for sending appointment reminders, enhancing customer service through quick, automated responses, and executing personalized marketing campaigns that cater to individual customer preferences and behaviors.

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