SMS Marketing

SMS, or Short Message Service, is a great new way to stay connected with your contacts. Easily design and create hyper-personalized SMS messages based on actions and behaviors to deploy the right message, to the right contact, at the right time!

In this article we'll cover how to

Before Getting Started

SMS Marketing is available to Pro and Agency plan users. If you're currently on a Growth plan and want to take advantage of our SMS capabilities, click here to learn how to upgrade.

You will also need to collect your contact's phone number prior to sending any SMS messages. You can either create a Popup Form in Sendlane, or use a platform that we integrate with such as Convertful to collect phone numbers from your contacts.

Activating SMS Messaging

  1. From your Sendlane dashboard, click on Account → Billing 
  2. Under Additional Plan Options click Enable SMS Service
  3. Choose your sending phone number from the dropdown (this is the number your contacts will see when they receive texts from you) and click Get Number
  4. Confirm the SMS activation plan upgrade 
  5. In the SMS section, select the number of credits you'd like to purchase
  6. Click Add to Account

You're all set! You can now use SMS within automations to send text messages to your contacts.

Please Note

The SMS Service Plan is $10 per month, and rebills on the same date as your regular subscription plan. Credits are purchased separately. 

Each credit purchase is a one-time-only payment and is equivalent to the number of texts you can send. 1 credit = 1 text

Sending SMS Messages via an Automation

  1. From your Sendlane dashboard, click on Automations
  2. Click on New Automation in the top right. To learn more about Automations, check out our Automation help document
  3. Select the Start from scratch option 
  4. Select an appropriate trigger to begin your automation. In this example, we will use Subscribes to List 
  5. Next, you will select Send Message followed by SMS
  6. Once the action has been added, you will be able to create the body of your SMS message on the right side of the editor 

  7. Continue to build out your automation to include any other desired actions
  8. Don't forget to Activate the automation once you're done building out your funnel

Once the automation is triggered, SMS messages will be sent to your contacts!


Activating SMS: Account → Billing → Activate SMS → Create Phone Number

Creating an Automation Using SMS: Automation → New Automation → Start from scratch → Select trigger → Send Message → SMS → Create Message → Save and Activate automation

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