Agencies often struggle to create SMS campaigns that actually get results. Many messages fall flat and don't lead to sales or sign-ups. This guide gives you a clear strategy to build SMS campaigns that people want to read and act on. We'll cover how to make your messages personal, target the right groups, and tell people exactly what to do next.
Understand Your Audience Through Segmentation
Sending the same message to everyone rarely works. Think about who you are talking to. Is it a new customer, someone who bought before, or someone who left items in their online cart? Grouping your audience into smaller, similar groups is called segmentation.
For example, you might have segments like:
- New Leads: People who just signed up for your newsletter.
- Recent Buyers: Customers who bought something in the last month.
- Cart Abandoners: Shoppers who added items to their cart but didn't finish buying.
- Loyalty Members: Customers who are part of your special program.
Each group has different needs and interests. A "new leads" segment might get a welcome message and a small discount. "Cart abandoners" might get a reminder about their items. This makes your message much more relevant to them.
Make It Personal and Relevant
Once you have your segments, make your messages personal. This goes beyond just using someone's first name. Personalization means the message feels like it's just for them, based on their actions or interests.
Think about what they've done before. If they looked at blue shirts on your website, send them a message about new blue shirts. If they bought a dog toy, send them a message about other pet supplies. This shows you understand their preferences.
Here's a simple way to think about personalization:
| Audience Segment | What They Did | Personalization Idea |
|---|---|---|
| New Subscriber | Signed up | "Welcome! Here's a special offer just for you." |
| Browser | Looked at product X | "Still thinking about Product X? Here are some reviews." |
| Past Customer | Bought product Y | "We thought you'd like this new item, similar to your last purchase!" |
| Event Attendee | Attended a webinar | "Thanks for joining our webinar! Here's a recap." |
Personalization builds trust. People are more likely to respond when they feel like you're talking directly to them, not just blasting out a generic message.
Craft Clear Calls to Action (CTAs)
Every SMS message should have a clear goal. What do you want the recipient to do next? This is your Call to Action (CTA). Your CTA should be short, easy to understand, and stand out.
Bad CTA: "Check out our website for more information on our products and services, and maybe buy something if you like it."
Good CTA: "Shop now!" or "Get 20% off!" or "Learn more here."
Your CTA should almost always include a link. Make sure the link is to the exact page you want them to visit. If you're promoting a specific product, link directly to that product page, not your general homepage.
CTA Checklist:
- Is it clear? No confusing words.
- Is it concise? Short and to the point.
- Is it actionable? Tells them what to do.
- Does it include a link? Essential for most campaigns.
- Is the link relevant? Goes to the right place.
Remember that SMS messages are short. Get straight to the point with your CTA.
Automation and Compliance
Once you have your strategy, you need tools to put it into action. Automation helps you send the right message at the right time without manual effort. For example, you can set up an automation to send a "welcome" SMS as soon as someone signs up. Or an "abandoned cart" reminder an hour after they leave items in their cart.
a connected agency platform allows agencies to set up these kinds of automations easily. You can connect contact records, set up triggers, and send out personalized SMS messages based on customer actions. This ensures your campaigns run smoothly and consistently.
However, it's crucial to follow rules for SMS marketing. These rules protect consumers from unwanted messages. Always get clear permission (opt-in) before sending someone an SMS. Make it easy for them to stop receiving messages (opt-out).
Rules for SMS marketing can change. Always verify current requirements with your provider or legal counsel. For example, the FCC provides guidance on consumer protection related to calls and texts: https://www.fcc.gov/rules-political-campaign-calls-and-texts. Similarly, for commercial email, the FTC offers a CAN-SPAM Act compliance guide: https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business. For A2P 10DLC messaging, Twilio provides an overview: https://www.twilio.com/docs/messaging/compliance/a2p-10dlc. These resources are important for understanding your obligations.
Think about how you collect phone numbers. Did they check a box saying they want SMS updates? Did they text a keyword to opt-in? Make sure your opt-in process is clear and recorded. Also, always include "STOP to opt-out" or similar language in your messages so people can easily unsubscribe.
Using a platform like a connected agency platform can help manage these aspects, as it provides tools for managing contacts and sending messages, making it easier to implement your strategy and stay compliant.
For more on crafting effective SMS messages, check out our guide on [/blog/crafting-compelling-sms-copy-for-marketing-campaigns](https://www.the platform.com/blog/crafting-compelling-sms-copy-for-marketing-campaigns).
Start by reviewing your current customer list and thinking about how you can segment them into smaller, more targeted groups.
A practical next step is to map this process against the connected platform features your team already uses, then document the smallest change worth testing.
Common questions
Answers at a glance
What is SMS marketing segmentation?
SMS marketing segmentation is dividing your audience into smaller groups based on shared traits like purchase history, interests, or how they interact with your brand. This allows you to send more relevant and effective messages to each group.
Why is personalization important in SMS marketing?
Personalization makes your SMS messages feel like they are directly for the recipient, not just a generic blast. This increases engagement, builds trust, and makes people more likely to act on your message because it's relevant to their specific needs or interests.
What is a Call to Action (CTA) in SMS marketing?
A Call to Action (CTA) is a clear instruction in your SMS message that tells the recipient exactly what you want them to do next. Examples include "Shop Now," "Learn More," or "Get Your Discount." It should be concise and usually include a link.
How can I ensure my SMS campaigns are compliant?
To ensure compliance, always get clear permission (opt-in) from recipients before sending messages and provide an easy way for them to opt-out (e.g., "STOP to unsubscribe"). Regularly check current regulations from bodies like the FCC and FTC, or consult with your provider or legal counsel, as rules can change.
Put the system to work
Run the whole client journey in one place.
CRM, phone, messaging, automation, funnels, and AI—connected on one contact record and ready for your brand.
See Chirply pricing
Chirply