Once texting is set up for your site, you can send texts from journeys and some ready-made automations.
Add a text to a journey
- Open Messages & customers → Email → Automations and open a journey. Switch it off while you edit if it is live.
- Add a message step and choose SMS.
- Write the text in plain words. Keep it short and start with your business name.
- Add a Wait before it if it follows another message.
- Save, review, then switch the journey on.
Text reminders and review requests
Open Booking Reminders or Google Review Requests in the ready-made automations and set Send via to SMS, or to both email and SMS. Each reminder and follow-up has its own wording. You can also ask the assistant: "Change the one-hour reminder text to this."
Check what was sent
Open Email → Activity and filter to SMS to see sent, scheduled and failed texts. A contact's record shows their history under Emails & SMS.
Good to know
- Texts only go to people who opted in. See Collect SMS consent on your forms.
- Setup first: Set up text messaging for your site.