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SMS Automation Using Twilio

By Emily Tischler
May 2, 2022

Now you have a new channel to communicate with your customers “SMS”. SMS in nerDigital Chatbot Marketing works worldwide. No matter where your business is located or where your customers are, if it is supported by Twilio SMS, you can send SMS to bring your customers to Messenger to generate more revenue for your business.

We integrated with Twilio to let you send SMS. The only thing you need to start combining Messenger Marketing with SMS is to have a Twilio account. Twilio doesn’t provide phone numbers for all countries, but if there is no phone number available for your country, you can buy a phone number from a supported country and send SMS to your customers in your country without any restrictions.

We handle all the complexity for you. Your customers can easily opt-out for SMS with “STOP” keyword.

Regarding analytics for SMS, we create a dashboard where you can see all the SMS sent and received by your business. You can also see the status of any SMS sent.

1 – Connect your Twilio account to nerDigital Chatbot Marketing

in order to integrate Twilio with our platform navigate to Setting from the main menu:

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Then from the Channels tab go to SMS and in Twilio section click on Connect

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If you don’t have a Twilio account you can create a new account here for free.

The video below shows how to connect your Twilio account to nerDigital Chatbot Marketing. If you didn’t have an account in Twilio before, the video shows where you can buy the phone number in Twilio to send SMS to your customers. You will need to enable send SMS to the countries you want to send SMS here.

2 – Collect phone number and consent

Before you send an SMS to a user, you need to collect his phone number and the person needs to give you consent to send SMS.

Now every user has a field called “Phone” that is used for SMS marketing. You can ask your users their phone numbers with the “User Input” block and save the user phone in the “Phone” field.

To save the user consent to send SMS, you need to use the “Set SMS Opt-In” action. You can find this action in the “Actions” block. We advise you to use this action when the user presses a button to give consent. Your SMS will not be sent if you do not set the user consent using the “Set SMS Opt-In”.

We created a flow to ask for the user’s phone number and consent. You can get the flow now for free here

3 – Send SMS

You need to use the SMS step to SMS to your subscribers. You will find the SMS step by clicking on the big “+”.

We advise you to include a link to a flow or step in your SMS message to bring your customers to a particular flow or step in Messenger.

Useful links:
SMS pricing in Twilio
Global SMS Best Practices
Twilio SMS Source & Destination Coverage
SMS works differently in every country. See how it works in your country

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