SMS Marketing

Use text messaging where it gives customers a useful next step. We set up SMS marketing around the audience, permission, event and response process appropriate to your business.

A phone showing two chat bubbles

01Purpose

Begin with the reason for the message

Blue smartphone with a purple bell bubble and an orange tag bubble
Blue smartphone with a purple bell bubble and an orange tag bubble

A booking reminder and a promotional message serve different purposes. We define the interaction and audience before preparing the message or connecting a trigger.

The fact that a phone number is stored in your CRM does not establish permission for every kind of contact. Audience source and applicable messaging requirements need to be checked before activation.

02Message

Make the message easy to act on

Large orange push button with a pointer arrow and a yellow link chain
Large orange push button with a pointer arrow and a yellow link chain

Keep the business identity, purpose and next step clear. Any destination should match the message and work on a phone.

Decide who handles replies. A customer response should not sit unnoticed because the workflow was designed only to send, not receive.

03Controls

Build the controls into the workflow

  • Control

    Audience

    What to establish

    Who is included and why the contact is appropriate

  • Control

    Trigger

    What to establish

    What starts the message or sequence

  • Control

    Content

    What to establish

    The approved business information and intended action

  • Control

    Reply handling

    What to establish

    The person or process responsible for incoming replies

  • Control

    Stop condition

    What to establish

    How opt-outs and relevant changes stop further messages

  • Control

    Test

    What to establish

    The intended message, destination and handoff work together

04Journey

Connect SMS with the customer journey

Purple toy train of speech-bubble carriages on a curved blue track
Purple toy train of speech-bubble carriages on a curved blue track

Text messaging can support an agreed booking or follow-up process alongside CRM and email. The connection needs to reflect the business rules rather than send a message every time any field changes.

Repeated events and incomplete records require testing. Where the next step needs judgement, a task for a person may be more appropriate than another automated response.

05Reporting

Review the actual activity

Yellow magnifying glass over three speech bubbles, the last holding a heart
Yellow magnifying glass over three speech bubbles, the last holding a heart

We distinguish messages prepared, sent and responded to where the available records support that distinction. A delivery indicator does not prove that someone read, accepted or acted on a message.

The review should consider whether the channel remains useful to customers, not simply whether the system can send more texts.

Questions about SMS marketing

Can SMS and email work together?

Yes. The sequence should make their roles clear and avoid unnecessary repetition.

Can messages follow a booking event?

We can assess the relevant booking connection and the conditions that should trigger or stop the message.

Do you handle permission requirements?

We include permission and operating checks in the setup. The business must supply the relevant audience information; no general compliance guarantee replaces that review.

Glossy 3D phone with two chat bubbles

Plan the right message for the right moment

Tell us the interaction you want to support and how it is handled today. We will help define the audience, message and response process.

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