Businesses that use SMS marketing are 5.89 times more likely to say they succeed in digital marketing than those who don’t use it. Such is the significance of this platform. And why not? It’s easy to use, adaptable, and gives you a competitive edge.
Automation has changed the dynamics. I don’t think the upcoming decade will see a better evolution personal automation than this. It has set the mind right, keep the customers at centre and fulfil their requirements first.
The most easiest way to reach to your customers is send automated text messages. The right SMS marketing software helps you see trends, make customer groups, and send messages well.
What is SMS marketing automation?
They provide a fast and effective way to connect with audiences. This works for marketing, customer service, or personal reminders. Thanks to technology, it’s now easier than ever to send automated text messages, which can be set up quickly and used across various industries.
The messages are written in advance. They will send at certain times or when actions happen, like a customer buying something or visiting a website. It’s a great way to personalize communication with customers. This makes them feel valued and appreciated. You send messages that relate to their interests or actions.
It helps businesses connect with customers fast and easily. This boosts customer engagement and keeps more customers coming back.

Steps to send Automated Text Messages:
Step 1: Create a Sign-up Form or Opt-in Process
SMS marketing automation can be used, and tools like Google Forms or Jotform can be integrated. Create a sign-up form for users to enter their phone numbers and agree to receive automated messages app texts. Include incentives like discounts to encourage sign-ups.
An automated text message services can enhance customer engagement and simplify communication by offering features like ease of setup, personalization options, and improved customer retention through automated messages, particularly in e-commerce contexts like cart recovery and order updates.
How to Do It?
- Select a form builder like Google Forms or Jotform.
- Include fields for the user’s phone number and a checkbox to confirm consent.
- Offer discounts or exclusive offers to encourage sign-ups.
- Mention that data and message rates may apply.
For Example:
- Header: “Sign up for Exclusive Offers!”
- Fields:
- Phone Number
- Checkbox: “I consent to receive automated texts from [Your Business].”
- Incentive: “Get 10% off your next purchase!”
- Legal Note: “Msg & data rates may apply.”
Keyword Campaign
A keyword campaign allows users to opt-in to recurring messages by texting a specific keyword to a designated number.
How to Do It?
- Select a unique and memorable keyword.
- Use an SMS service provider to set up the keyword campaign.
- Advertise the keyword on your website, social media, or in-store.
Keyword Campaign Example:
- Keyword: “JOIN”
- Number: 12345
- Promotion: “Text JOIN to 12345 to receive exclusive updates and discounts!”
- Response: When you get the keyword, send a confirmation text. Include service details and how to opt-out.
These methods help you create a list of users who have agreed to receive your messages. This ensures you follow rules like GDPR and TCPA.
Step 2: Choose an SMS API Provider
Using a text messaging CRM Software will do the trick for you. It will automatically add SMS features to your business using an SMS API provider. This allows you to receive and send automated text messages efficiently.
How to Choose?
- Determine what features you require, such as scalability, reliability, and cost.
- Check out companies like Twilio, Plivo, MessageBird, and Textmagic. See which one meets your needs best.
- Evaluate the pricing models of each provider, as they often vary based on usage and location.
To send automated text messages, integrating a CRM system with an SMS API is a must. This will ease down the process. This is crucial for small businesses. They want to grow quickly and reach more customers.
Step 3: Build Your Contact List.

To build a contact list, either create a new one or import phone numbers in a user-friendly format.
This lets you organize and segment your contacts for SMS campaigns.
How to Choose?
- Use the best SMS marketing platforms to create new lists. You can also import existing ones from spreadsheets, CRM systems, or other data sources.
- Group your contacts by demographics, behavior, or purchase history. This helps you personalize messages and boost engagement.
Example:
- Use a CSV file to import contacts from an existing database into your SMS platform. This can include names, phone numbers, and other relevant details.
- Segmentation Example:
- Segment by age, location, or gender.
- Segment based on past interactions, such as purchases or engagement with previous messages.
- Send targeted messages based on these segments, like offering discounts to frequent buyers.
When you implement a CRM software, the contacts can be easily imported and merged. They can be well organized with the help of AI and Automation.
The lead management can be used to do all these and once its organized it moves up to sales pipeline. Now, every SMS conversation with the customer is saved for future references.
Note: 81% of businesses report that AI has improved their SMS marketing success.
Step 4: Craft Your Message Content
Your message content is the talking point of your brand. The way you craft and design it matters a lot. To create an effective automated text message, you have to think out of the box.
Make sure that the points are engaging, clear and actionable. Do not over do it. SMS are a medium of reaching out to customers, but not consuming their time.
Keep It Short and Relevant:
Craft your messages with brevity and clarity; keep them sharp and straightforward. Long points can drown recipients and important points might get lost.
- Embrace simple language that sings. Steer clear of jargon unless your audience craves it.
- Harmonize your message’s tone with your brand’s personality. Consistency breeds trust and recognition.
- Sprinkle URLs or tidy shortened links throughout, guiding recipients to desired destinations. This keeps engagement effortless.
- Lay out clear, actionable steps for your audience. Whether it’s visiting a site, making a purchase, or sharing thoughts, clarity is key.
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Step 5: Set Up Triggers and Automation
To unleash the power of automated text messages, set up triggers for keywords. Timing is key; getting those automatic text messages at the right moment really matters. Tailoring them to specific actions or events maximizes their impact.
Choose Triggers:
A trigger is an event or condition that initiates an automated message. Setting up a recurring message involves selecting a frequency for message delivery, such as daily, weekly, or monthly, and confirming the message’s accuracy before finalizing the schedule for broadcasting. Examples include customer actions like abandoned carts, scheduled text messages, birthdays, or specific dates.
Examples
- Birthday messages: Automatically send personalized greetings with offers or discounts.
- Abandoned cart reminders: Encourage customers to complete their purchases by offering incentives.
- Event-based messaging: Send reminders for appointments, webinars, or special promotions.
Schedule Messages:
- Determine the optimal time for your messages to maximize engagement. Use the schedule message icon located in the taskbar to select a specific time and date for sending your text.
- Send appointment reminders a day in advance.
- Schedule promotional messages during peak activity hours.
Step 6: Monitor and Optimize

Monitor not for the sake of just analyzing the reports but because you there is always a room for improvement. Optimize the text message automation campaigns everytime. Using software for SMS marketing helps you do that automatically.
Tracking Performance and Adjusting Strategies
Open Rates: This is the percentage of recipients who opened your message.
Conversion Rates: The percentage of recipients who completed a desired action (e.g., making a purchase).
Response Rates: The percentage of recipients who responded to your message.
Data Analysis: Check these metrics often. This helps you see how your messages are going and find ways to improve.
Read more related topic: Text Message Marketing Examples & Advantages of SMS Marketing
Adjust Your Strategy:
Adjusting the tone to be more engaging or formal based on audience feedback.
Shortening or lengthening messages to improve readability and engagement.
Incorporating more personalized elements, such as names or tailored offers.
Adjust the timing of your messages to maximize engagement.
Send messages during times when your audience is most active.
Space out messages to avoid overwhelming recipients.
How does CrmOne Ace the SMS Automation for Businesses?
CrmOne’s SMS marketing feature is well-known for its value and is worth your investment. Sending automated text messages is central, and AI is used for content creation and message delivery. It segments the audience and collects feedback automatically.

You can use Bulk SMS too to send messages to many customers, thereby increasing the chance of Sales. Each campaigns are based on trends. You can choose from pre-built SMS templates and there is no requirement of any expert team.
It has sentiment analysis to understand the customers and offer relevant products. The user-friendly interface makes it more appealing to beginners.
It has powerful integration with third-party apps, including payment ones, so you have yourself an ‘ecosystem’ that has everything.
Conclusion:
In 2025, automated SMS marketing is setting new benchmarks with the AI driven personalization and omni-channel integration. The internal communication among the teams have improved, this has led to better customer experience.
What’s more, to look up is the creation part. Automation has already taken over that. It adds your taglines, sets the tone right, understands customers, drafts the messages accordingly, and more. The less competition in the SMS market is your chance to apply it now and scale up your business.
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