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    Follow a text messaging implementation checklist

    Course overview
    Lesson
    3 min read

    6 | Set a text message campaign strategy

    Work with your client to create a text message campaign strategy that supports their most important business goals and communicates the right information at the right time.

    With the core text message automations in place taking care of evergreen communications, you can create the framework for your client’s text message campaign strategy. Campaigns are time-sensitive in the sense that they relate to your client’s seasonality and/or calendar year. There are a few key types of text message campaigns that you can send on behalf of your client, but sending cadence may differ across client accounts based on audience size and engagement levels.

    Sale announcements

    Announce sales via text to those who frequently engage with text messages. You can send texts to their personal devices with a clear call-to-action that is timely and relevant so they don’t miss out on huge savings.

    Seasonal promos and pre-orders

    With texting, time is of the essence. If your client is taking pre-orders, or if they are dropping products that are limited edition/seasonal, letting text message subscribers get first dibs. This is a great way to reward this audience for engaging with the brand through a very personal channel.

    Product launches

    Product launches are always exciting, especially to your most invested customers. Product launch text message campaigns can be used in tandem with or instead of email campaigns.

    VIP experiences

    Reward your client’s best customers with text message perks. Work with your client to determine what kind of perks they want to give: random discounts, freebies in the cart, store credit, or exclusive content. Surprising and delighting the top customers or biggest brand loyalists is a strong retention play.

    Challenges

    Encourage users to complete tasks that drive toward a specific goal, or help increase brand awareness. For example, you can design a social media contest where you prompt users to follow the brand on social and share content with a specific hashtag. You can also run a review contest where you text folks who have placed an order but never left a review and encourage them to write one in exchange for an entry to win a prize. Any creative idea like this can be facilitated through text messages.

    Determine a sending cadence

    Once you and your client have defined your campaign pillars, build out a sending cadence that you can use as a general guide for each month. If your pricing structure is based on a specific number of campaign messages per month, use that as a starting point. Just like email, we recommend setting up a cadence that communicates most frequently with the most engaged subscribers, and widens out to less frequent communication with those who do not engage as often. See the graphic below to understand how you can coordinate text message campaigns with email campaigns in an intuitive way.

    6 | Set a text message campaign strategy