🥇 SMS Best Practices
Identify Your SMS Use Case
Effective planning is the key to achieving success with SMS marketing and outreach. As you prepare to launch an SMS campaign, it is essential to have a clear idea of your message's use case.
Consider these common SMS use cases
Informative | Promotional |
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Student Services | Enrollment/Admissions |
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Use a Compliant SMS Consent Process
Utilize opt-in terminology. Contacts can opt-in using the three words START, UNSTOP, or SUBSCRIBE. Every SMS message must include a clear opt-out option. Prioritize giving your contacts the option to opt out of receiving messages.
Send the SMS and Manage Subscribers
Segment different groups: By categorizing your audience into segments, you can tailor your SMS campaigns, ensure message relevancy, and optimize engagement with specific segments of your target market.
Manage your subscriber lists: Effective contact management is crucial for successful SMS marketing and ensures you send the right messages to engaged contacts at the right time.
Review your SMS scheduling options. By default, HubSpot has quiet hour restrictions on SMS sending. You can only send SMS messages from 8 AM to 7:59 PM in contacts' local time zones.
Write Actionable SMS Copy
Know your character count. While HubSpot allows a 300-character limit SMS messages max out at 160 characters—if you exceed the 160 count, your text message will be sent as two separate texts. Get to the point quickly, and use links (and link shorteners) to fill out the details of your message.
Say hello! Send a welcome message to any new contact. Clearly state who you are and why you're messaging to provide valuable context.
Get to the point: By keeping messages brief, recipients can easily read and act on the information on smartphones, watches, and digital assistants like Siri.
Don’t overdo it: SMS is a high-cost communication channel. Reserve SMS for use cases that are deeply personalized and/or express urgency.
Personalize your copy: Tailor SMS communication using personalization tokens to automatically insert relevant details like a student’s name, program interest, or other preferences, creating a more meaningful connection.
How to Use Personalization Tokens | |
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For more details on how to use personalization tokens this, you can explore the Create and Send SMS Messages in HubSpot resource guide. |
Be transparent: Consistently reintroduce your brand, purpose, and message frequency.
Opt out: Every message should include the option to opt-out.
Examples
📇 Manage and Reply to Marketing SMS Messages
How to view/reply to SMS replies
CRM > Inbox > Go to your college’s inbox (GWCC - SMS)
Reply to the text messages through the inbox. When you reply, it will show who is replying.
Once the conversation is completed, click close the conversation in the top right conversation. Please note that the SMS conversation will reopen if the person texts back.
There is a comment section next to the SMS reply box where you can tag people for support. Students can’t view this.
Create and send SMS messages in HubSpot
Sending
Sending to a list
You also have the option to send SMS messages to individuals