How to Set Up SMS Marketing in ActiveCampaign: Your Comprehensive Guide

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Unlocking the power of SMS marketing can be a game-changer for your business. ActiveCampaign offers a robust platform that lets you set up and manage SMS marketing campaigns with ease. It’s an efficient way to engage your audience, build relationships, and boost conversions.

If you’re new to ActiveCampaign or simply haven’t ventured into its SMS marketing features yet, don’t worry. You’re about to learn how straightforward it is to configure this powerful tool. With just a few clicks, you’ll see how simple it can be to start sending promotional texts or appointment reminders directly from the ActiveCampaign dashboard.

You don’t need advanced technical skills; just follow these steps and you’ll have your SMS campaign up and running in no time. So let’s dive in and explore the ins-and-outs of setting up SMS marketing on ActiveCampaign together.

What is SMS marketing?

Ever wondered how businesses reach out to you with deals, updates, and reminders right on your cell phone? That’s SMS marketing in action. Essentially, it’s a strategy that allows businesses to communicate with their customers via text messages. With the ubiquity of mobile phones today, this approach offers an incredibly direct line of communication.

But there’s more than meets the eye. You see, SMS marketing isn’t just about blasting out mass texts. It’s highly targeted and personalized. Businesses can tailor their messages based on customer behavior or demographic data — making each interaction feel less like a sales pitch and more like a conversation.

You might question its relevance in our world dominated by social media and apps like WhatsApp or Messenger. Here are some stats that’ll make you think again:

  • 5 billion people send and receive SMS messages – that’s about 65% of the world’s population (Datareportal)
  • Text messages have an open rate of 98% (Gartner)
  • The average response time for a text message is only 90 seconds (CTIA)

Surely numbers don’t lie! These statistics underscore why many organizations across industries invest heavily in SMS marketing campaigns.

SMS Marketing isn’t confined to just sending promotions or reminding appointments; it’s also used for order notifications, customer service activities, surveys – the list goes on!

Remember though, before jumping into SMS marketing waters, you’ve got to ensure compliance with regulations such as TCPA in the U.S and GDPR in Europe. They’re designed to protect consumers from unsolicited texts and require businesses to obtain consent before sending any promotional content.

So there you have it! A quick rundown on what exactly is SMS marketing.

Benefits of SMS Marketing in ActiveCampaign

Harnessing the power of SMS marketing through ActiveCampaign can take your business to new heights. Let’s explore why.

For starters, it’s a highly personal approach that lands directly in your audience’s text messages. Unlike emails that might get lost in crowded inboxes or promotional folders, your message gets delivered straight to their pocket. Imagine having 98% open rates for your communications! That’s the potential you’re looking at with SMS marketing.

Another compelling advantage is its immediate impact. It’s reported that most text messages are read within just three minutes of being received. This kind of immediacy isn’t possible with any other form of digital marketing. Therefore, if you’ve got time-sensitive offers or updates, SMS marketing becomes an incredibly effective tool.

SMS marketing also comes with high engagement rates in ActiveCampaign. Given its concise nature and direct delivery method, people are more likely to engage with these messages compared to lengthy emails or social media posts. What’s more – setting up automated sequences allows your team to maintain regular communication without needing constant manual input.

Consider this:

  • 98% open rate for text messages
  • Messages are typically read within 3 minutes
  • High engagement due to direct delivery and conciseness

Lastly, integrating SMS into ActiveCampaign means you get all the benefits associated with this powerful platform – advanced segmentation options, comprehensive reporting tools and seamless integration capabilities across various channels.

So there you have it – from increased open rates and immediate impact through high engagement and enhanced automation features; harnessing the power of SMS Marketing with ActiveCampaign can be a game-changer for your business.

Setting up SMS marketing in ActiveCampaign

It’s no secret that SMS marketing can be a game changer for your business. And when it comes to setting up this powerful tool in ActiveCampaign, you’ll find the process straightforward and intuitive. Let’s dive in.

First things first, you need to have an existing account with ActiveCampaign. If you’re not there yet, don’t worry! Signing up is a breeze and their robust customer support team is always ready to assist.

Once you’ve got your account, accessing the SMS feature is as easy as clicking on ‘Automations’ from the main dashboard. From here, click on ‘New Automation,’ then choose ‘Starts when…’ and select ‘subscribes to list.’ You’ll then get an option to select which of your contact lists will trigger the text message.

Next step? Crafting your message! This is where you can let your creativity shine. Remember though, keep it concise – brevity is key with text messages. Here’s a tip: using personalization tags like %FIRSTNAME% helps make your message more engaging.

So now you’ve drafted that perfect message but how do folks opt into receiving these texts? That’s where forms come in handy. Under ‘Forms’ on the main dashboard, create a new form including fields for contacts to give their consent for text messages and provide their phone number.

Now sit back and watch as ActiveCampaign takes over! Your automated texts are good to go out whenever new subscribers join your list. With this setup, staying connected with your audience just got easier!


  • Always obtain proper consent before sending text messages.
  • Personalize wherever possible
  • Keep it short and sweet

Step 1: Connecting your SMS Service Provider

So you’ve decided to take the leap into SMS marketing using ActiveCampaign, great choice! Now, let’s get started by connecting your chosen SMS service provider. This is an incredibly important step because it’s the mechanism that allows your text messages to be sent out.

First off, you’ll want to navigate to the ‘Apps’ section in your ActiveCampaign account. Look for a section titled ‘Add a New App.’ Within this area, you’ll find an array of different apps and integrations available for use with ActiveCampaign. Among these options, you should see several choices related to SMS providers.

Choosing the right SMS provider can be tricky since there are so many options out there. It all comes down to what suits your needs best. Some factors to consider might include reliability, cost-effectiveness, and ease of integration with ActiveCampaign. Some popular choices among users include Twilio and Clickatell.

Once you’ve made up your mind about which SMS service provider is perfect for your business needs, it’s time to connect this service with ActiveCampaign. You do this by clicking on the option relevant to your chosen provider within the ‘Apps’ section mentioned earlier.

After selecting the preferred app or integration from available options in ActiveCampaign’s interface, follow prompts asking for necessary information (like API keys) needed for activating and integrating the service into your account.


  • Choose an SMS provider wisely considering factors such as reliability and cost.
  • Locate the ‘Apps’ section in ActiveCampaign.
  • Connect by providing necessary details prompted by ActiveCampaign.

You’re now one step closer towards implementing effective SMS marketing through ActiveCampaign! Hang in there; we’re just getting warmed up!

Step 2: Configuring SMS settings in ActiveCampaign

You’re now ready to dive into configuring the SMS settings in ActiveCampaign. This is a crucial step that’ll ensure your messages reach the right audience at the right time. Let’s delve deeper and understand how you can do this.

First off, you’ll need to navigate to the ‘Settings’ tab in your ActiveCampaign dashboard. Here, you’ll find an option labelled ‘SMS’. Clicking on it will lead you to a page where you can manage your SMS settings. You must fill out all necessary fields accurately, as these details will directly impact your SMS marketing campaigns.

Remember to include your company name and contact number in the provided fields. It’s essential because it allows recipients to identify who their messages are coming from. Also, set up a default sending number which will be used for all outgoing texts unless otherwise specified.

Next, determine when you’d like for messages to be sent by setting up default sending hours. This feature ensures that no text message disruption occurs during inappropriate times (like late nights or early mornings). For instance, if most of your customers are based in New York City, it would not be ideal for them to receive promotional texts at 3 AM!

After this initial setup, decide on whether or not you want replies from customers. If yes, select ‘Yes’ under ‘Allow Replies’, and designate an email address where these replies will be forwarded.

Lastly, pay attention to character limits for each text message while scripting them! Remember that standard limit is 160 characters per message – use every word wisely!

Here’s what we covered:

  • Navigate through Settings>SMS
  • Fill out necessary information
  • Set up default sending numbers & hours
  • Decide on reply options
  • Understand character limits

With these steps mastered, you’re ready for effective communication with your audience via SMS marketing in ActiveCampaign! Stay tuned for more steps to enhance your marketing game.

Step 3: Creating SMS campaigns

Now that you’ve got your contacts sorted, it’s time to dive into the fun part – creating your SMS campaigns. ActiveCampaign makes this process pretty straightforward, but there are a few steps you’ll need to follow.

First off, head over to the ‘Campaigns’ section of your dashboard. Here, you’ll find an option to create a new campaign. Click on it and select ‘SMS’ from the list of campaign types available. Name your campaign something meaningful so that you can easily identify it later.

Next comes crafting your message. This step is crucial as it directly impacts how recipients perceive your brand and respond to your campaign. It’s important not just to focus on what you want to say but also how you express it. Use short sentences and clear language for better readability.

ActiveCampaign allows up to 160 characters in an SMS, including spaces and punctuation marks! So make sure every character counts towards delivering a succinct yet compelling message.

Creating engaging content is key here:

  • Personalize: Add recipient’s name or relevant details using merge tags.
  • Call-to-action (CTA): Include a clear call-to-action that prompts recipients towards desired action.
  • Timing: Schedule messages at optimal times when they’re most likely read by recipients.

After crafting the perfect message, set up sending options for the campaign:

  1. Choose whether messages will be sent immediately or at a scheduled time.
  2. Select which contact list should receive the messages.
  3. Review everything before hitting ‘Send Now’ or ‘Schedule’.

Remember tracking performance is equally important! ActiveCampaign provides detailed reports on each SMS campaign – delivered messages, responses received, click-through rates etc., enabling you improve future campaigns based on past results.

Follow these steps diligently; creating successful SMS campaigns in ActiveCampaign isn’t too formidable after all!

Step 4: Managing SMS Subscribers

Now that you’ve got your SMS campaigns all set up in ActiveCampaign, it’s time to talk about managing your subscribers. The key to a successful SMS marketing strategy is keeping track of who’s receiving your messages and how they’re interacting with them. Let’s dive into this next step.

The first thing you’ll want to do is create segmented lists in ActiveCampaign. These are groups of subscribers based on specific criteria such as their location, interests or purchase history. For example, if you run a chain of pizza restaurants, you might have different lists for customers who live near each location.

It’s also essential to keep an eye on your opt-out rates. If too many people are leaving your list, it could be because they feel overwhelmed by the number of messages coming their way. To reduce opt-outs:

  • Limit the amount of texts sent per week
  • Make sure the content is relevant and valuable
  • Give subscribers an easy way to adjust their preferences

ActiveCampaign has built-in analytics tools that can help with this task. You can see at a glance how many messages were delivered successfully and which ones garnered the highest engagement rates.

Finally, remember that building relationships with your subscribers takes time and patience. It’s not enough just to send out promotional offers; try sharing useful tips or exclusive news about upcoming product launches as well.

Managing SMS subscribers doesn’t have to be daunting – once you get the hang of it, it becomes second nature!


You’ve journeyed with us through the ins and outs of setting up SMS marketing in ActiveCampaign. Now, you’re well-equipped to launch your own campaign and connect with your audience in a more personal, immediate way.

There’s power in SMS marketing. It’s direct, intimate, and typically has higher engagement rates than other digital marketing channels. Utilizing ActiveCampaign to its fullest potential allows you to harness this power effectively.

Remember those key steps we discussed? Let’s recap:

  • Building your subscriber list
  • Crafting compelling messages
  • Scheduling your texts
  • Analyzing the campaign data

By following these guidelines, you’ll be able to create an effective SMS marketing strategy that truly resonates with your audience.

And remember – data is king! Regularly reviewing and analyzing the performance metrics of your campaigns can provide valuable insights into what works best for your target audience. This information helps refine future strategies for even greater impact.

The world of SMS marketing may seem challenging at first, but rest assured that it gets easier as you become more familiar with it. Don’t shy away from experimenting with different strategies until you find what works best for your business.

So there you have it – everything you need to set up successful SMS marketing campaigns using ActiveCampaign. We’re confident that this knowledge will empower you to reach new heights in connecting with and engaging your audience. Happy texting!

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