How to Set Up Automated SMS Campaigns

Automated SMS campaigns are a powerful way to engage your audience, nurture leads, and drive conversions. With Strohm Media’s guidance and tools like GoHighLevel, setting up your SMS campaigns is simple and effective. Follow this step-by-step guide to get started.


Step 1: Log in to Your GoHighLevel Account

  1. Go to the GoHighLevel login page.

  2. Enter your email and password to access your account.

  3. Navigate to the Automation section in the main menu.


Step 2: Create a New SMS Campaign

  1. In the Automation section, click on SMS Campaigns.

  2. Click the + New Campaign button to create a new SMS campaign.

  3. Give your campaign a name (e.g., “Welcome Series” or “Appointment Reminders”).


Step 3: Define Your Audience

  1. Select the audience for your campaign. You can choose from:

    • Existing Contacts: Import your contact list.

    • New Leads: Set up triggers for new leads (e.g., form submissions).

  2. Use tags or filters to segment your audience for personalized messaging.


Step 4: Write Your SMS Messages

  1. Click Add Message to create your first SMS.

  2. Write your message, keeping it short and engaging (160 characters or less).

    • Example: “Hi [First Name], thanks for signing up! Reply STOP to opt out.”

  3. Add personalization tokens (e.g., [First Name], [Company Name]) to make your messages more relevant.

  4. Set the timing for when the message should be sent (e.g., immediately, 1 hour after sign-up).


Step 5: Set Up Automation Triggers

  1. Define the triggers for your campaign. For example:

    • A new lead submits a form.

    • A customer makes a purchase.

    • A scheduled appointment is approaching.

  2. Add delays or conditions between messages to create a sequence.

    • Example: Send a follow-up SMS 24 hours after the first message.


Step 6: Test Your Campaign

  1. Use the Test Mode feature to send test messages to your own phone number.

  2. Review the messages to ensure they look and sound the way you want.

  3. Make adjustments as needed.


Step 7: Activate Your Campaign

  1. Once you’re satisfied with your setup, click Activate Campaign.

  2. Your SMS campaign will now run automatically based on the triggers and timing you’ve set.


Step 8: Monitor and Optimize

  1. Go to the Analytics section to track the performance of your SMS campaign.

  2. Monitor key metrics like:

    • Delivery rates.

    • Open rates.

    • Click-through rates (if links are included).

  3. Use the data to refine your messages and improve results.


Best Practices for SMS Campaigns

  • Keep It Short: SMS messages have a 160-character limit, so be concise.

  • Add Value: Provide useful information, reminders, or exclusive offers.

  • Include a Call-to-Action (CTA): Encourage recipients to take action (e.g., “Reply YES to confirm your appointment”).

  • Respect Privacy: Always include an opt-out option (e.g., “Reply STOP to unsubscribe”).


Need Help?

If you run into any issues or have questions about setting up your SMS campaigns, our team is here to help!

👉 Contact Us