How To Build Custom SMS Opt-In Campaigns Using Workflow in HighLevel

In the digital age, businesses must adapt to new ways of engaging with customers. Text messaging is one of the most effective communication channels available, boasting an impressive open rate of 98% within the first three minutes of receipt. By leveraging the power of SMS, businesses can reach customers quickly and directly. This blog will guide you through creating an SMS opt-in campaign using Go HighLevel to boost customer engagement and grow your contact list.

Why Use SMS Opt-In Campaigns?

SMS marketing offers several key advantages:

  1. Higher Open Rates: Text messages are far more likely to be opened than emails.
  2. Instant Communication: Messages are typically read within minutes of being received.
  3. Direct Engagement: Texting provides a personal touch, allowing businesses to build stronger relationships with customers.

Step-by-Step Guide to Creating an SMS Opt-In Campaign

Step 1: Define Your Campaign Goal

Before diving into the technical setup, clearly define the goal of your campaign. For this example, let’s assume you are a restaurant offering a discount coupon to customers who opt-in via SMS.

Step 2: Ensure SMS Compliance

Compliance with SMS regulations is crucial. Go HighLevel simplifies this process:

  1. Navigate to your sub-account settings.
  2. Enable SMS compliance by checking the boxes for “Add opt-out message” and “Add sender information.”

Step 3: Create the Opt-In Workflow

  1. Set Up the Trigger:
    • Go to the workflows section and create a new workflow.
    • Set the trigger to “Customer Reply” and filter by SMS. Use a specific keyword like “COUPON2023” to ensure the workflow triggers correctly.
  2. Send an Automated Response:
    • Add an action to send an SMS message.
    • Craft a message that thanks the customer and includes a link to the coupon. Example: “Thank you for your interest in our VIP discount coupons! Use the link below to get your coupon: [Insert Trigger Link].”
  3. Add a Tag for Segmentation:
    • Add a “Tag Contact” action to label the customer with a tag like “September2023DiscountCoupon” for future segmentation.

Step 4: Upload the Coupon File

  1. Go to the media library in Go HighLevel.
  2. Create a folder named “Discount Coupons.”
  3. Upload the coupon file (e.g., “coupon.png”).

Step 5: Create a Trigger Link

  1. Navigate to the “Trigger Links” section under marketing.
  2. Create a new trigger link titled “Discount Coupons.”
  3. Paste the URL of the uploaded coupon file.

Step 6: Update the Workflow with the Trigger Link

  1. Return to your opt-in workflow.
  2. Edit the SMS action to include the trigger link for the coupon.

Step 7: Create a Follow-Up Workflow

  1. Set Up the Trigger:
    • Create a new workflow for when the trigger link is clicked.
    • Use the “Trigger Link Clicked” action and select the “Discount Coupons” link.
  2. Send a Follow-Up Message:
    • Add a “Wait” action to delay the follow-up message by 5 minutes.
    • Craft a follow-up SMS thanking the customer for downloading the coupon and providing a link to your menu or additional offers.

Benefits of an SMS Opt-In Campaign

  1. Increased Customer Engagement: SMS messages are read almost immediately, ensuring prompt customer interaction.
  2. Higher Conversion Rates: Personalized messages can drive higher conversion rates.
  3. Build a Contact List: Collecting phone numbers allows for future marketing opportunities.
  4. Segmentation: Tags help in organizing contacts for targeted campaigns.

Conclusion

Creating an SMS opt-in campaign with Go HighLevel is a powerful way to enhance customer engagement and streamline your marketing efforts. By following this step-by-step guide, you can set up an effective campaign that not only attracts customers but also builds a valuable contact list for future marketing endeavors. Embrace the power of SMS to boost your business and stay ahead in the competitive market.