SMS Opt-In w/ Request for Email Workflow Template

The SMS Opt-In w/ Request for Email Address workflow template allows you to send contacts a welcome SMS message when they subscribe to an SMS keyword.

About this task

Important: You can only use this template if you have purchased SMS and have SMS Keywords. This workflow will not work with Text-To-Join.

The SMS Opt-In w/ Request for Email Address workflow template is triggered when a contact subscribes to an SMS keyword. By default, the workflow is set up to send a newly subscribed contact an SMS message that requests their email address, but can be modified to collect any other relevant contact data (first name, zip code etc.). If the contact sends a valid email address, the contact's email in Bronto is updated and they are sent a thank you SMS. When the email address provided already exists in the account, the SMS record and the email record are merged. No data will be lost.

If the contact does not send an SMS response with a valid email address, the contact is sent a second SMS request after a delay. After either a response containing the email address or the second SMS request is sent, the SMS session is ended. If a contact does not respond to the SMS requests, they are moved to a list for evaluation.

Because it is a paid service, when you send SMS messages you must comply with the CAN-SPAM Act of 2003, the rules of the Mobile Marketing Association, and Bronto's Permission Marketing Policy. For more information see SMS Compliance.

Before you use the SMS Opt-In w/ Request for Email Address workflow template you need to:
  • Create the SMS keyword that will trigger the workflow. For more information see Create SMS Keywords.
  • Create the SMS messages this workflow will send. For more information see Create an SMS Message.
  • Create the list you want to move contacts to for evaluation if they do not respond to the SMS messages sent by this workflow. For more information see Create A List.

What you need to do:

Procedure

  1. Go to Automation > Workflows.
  2. Copy the SMS Opt-In w/ Request for Email Address template:
    1. In the Template Workflows section, select the box for SMS Opt-In w/ Request for Email Address.
    2. Click Copy.

      A window appears asking if you are sure you want to copy the template.

    3. Click Copy.
  3. In the Your Workflows list, click on the name of the copy you made.

    The copy of the template opens in the workflow builder.

  4. To edit the name and/or description of the workflow:
    1. Click on the workflow name, located above the workflow builder.
    2. Enter a new name in the Name box.
    3. Enter a new description in the Description box.
    4. Click Ok.
  5. In the Initial Incoming SMS With Keyword node
    1. Click to a specific keyword.
    2. Click on the SMS keyword you want to trigger this workflow then click Select.
  6. In the Send SMS message asking for email address node
    1. Click an SMS message.
    2. Click on the welcome SMS message you set up for this workflow then click Select.
  7. In the Has customer responded to last SMS message? node click 2 hours if you want to change the length of time that passes before a contact's response is evaluated. If you clicked 2 hours:

    This is essentially the length of time that will pass before the contact is sent a follow up SMS message if they do not respond to the first request.

    1. Select a new unit of time from the Hours list, enter a new number in the Wait for box, and click Done.
    2. Click the pencil icon in the heading of the node, update the label to reflect the new delay, and click OK.
  8. In the Did that response contain a valid email address? node

    Be sure to select the SMS message you sent using the Send SMS message asking for email address node.

    1. Click some content.
    2. Select Use Content From A Previous Node, select Content From SMS Reply from the list, and then click Done.
  9. So not change the Change contact's email address to the one provided node.

    If the contact provides an email address, that email will be added to the contact's data. If the email address provided already exists in the account, the SMS record and the email record are merged.

  10. In the Send reminder SMS that you have not rcvd valid email yet node, select the second SMS that will be sent:
    1. Click an SMS message.
    2. Click on the SMS message you set up for this workflow then click Select.
  11. In the Have they responded to the reminder SMS? node click 2 hours if you want to change the length of time that passes before a contact receives the second message. If you clicked 2 hours:
    1. Select a new unit of time from the Hours list, enter a new number in the Wait for box, and click Done.
    2. Click the pencil icon in the heading of the node, update the label to reflect the new delay, and click OK.
  12. In the Did that response contain a valid email address? node

    Be sure to select the SMS message you sent using the Send reminder SMS that you have not rcvd valid email yet node.

    1. Click some content.
    2. Select Use Content From A Previous Node, select Content From SMS Reply from the list, and then click Done.
  13. In the Move user to a PENDING list so you can manually review node

    Any contact who subscribed to the keyword but failed to reply to the SMS is added to this list.

    1. Click a specific list.
    2. Click on the welcome series list you set up for this workflow then click Select.
  14. In the Send SMS confirming email receipt, thanks for subscribing node
    1. Click an SMS message.
    2. Click on the thank you SMS message you set up for this workflow then click Select.
  15. You cannot edit the Stop SMS Session. Recommended as last node for all SMS workflows. node.

    While you can remove this node, you should not. This node will end the SMS session for the current keyword, which allows the next time the cell phone texts the same SMS keyword to be recognized as a new keyword and not another response to this keyword.

  16. If you are ready to start using your workflow, click the Inactive toggle to activate the workflow.

    The workflow starts working immediately after it is activated, so only do this when you want to start sending messages to contacts.