Category Archives: automation

The Effective Role In Terms Of Opt-In Text Messages for Business

You will realize pretty quickly that there is a breadth of texting terms for placing on your radar while you get started with texting for business, like the various SMS features that only come with the texting software being the straightforward option. There are even others with a greater explanation, like the opt-in text message dealing with the best practices while you text your customers.

What’s An Opt-In Text Message and What Does Opt To Mean in a Text Message?

It is important that you get the consent of a customer before texting them.

It is considered an invasion of privacy and is against the law in terms of texting customers without their permission. Businesses should have consent from the recipient prior to sending a text according to the Telephone Consumer Protection or TCPA act. The permission, such as opt-in, comes in here.

All you need is to make a choice here with the word opt. The recipient will be selected in terms of choosing to subscribe to your text communications. They are offering consent in terms of receiving your text messages, in other words.

Perse, an opt-in need not be initiated in a text message from your customer. Permission can be granted in varied ways depending on the kind of business and the type of messages you intend to send.

Difference between Promotional and Transactional SMS 

Whether your business should be sending opt-in text messages to your customers is what the transactional or promotional text might be affected. Here is a quick overview of the difference between transactional and promotional SMS to aid you in determining when you should be using the opt-in text.

  • Promotional Text Messages 

The text prompting a customer in terms of purchasing something or going somewhere, or even taking action is what a promotional text involves. These would be including messages about the flash sales, promotions, along with discounts. They will also require written consent from their recipients prior to a business sending a promotional SMS.

Through advertising, a keyword that someone can text to opt for marking texts is a common way for businesses to obtain consent. The keyword should be advertised on the website of the business through the sign-in store or even the digital and print advertisements on email or social media. It can be assumed that the customers are providing their consent if the text is initiated through them.

  • Transactional Text Messages 

The text that is used while a business requires to offer the required information to their customers is through transactional SMS. These are the messages that are mainly automated or include an order confirmation along with the tracking numbers and password resets along with the two-factor authentications.

There is no double-opt-in text message that is involved for the transactional SMS due to their appropriate opt-in can be provided by the customer while they are giving their phone number during the process of checkout while the placement of an order online. The businesses should even be clear whether or not the customer is giving their phone number as it can be used only for sending them their relevant transactional text messages.

Meeting With the Opt-In & Opt-Out Message Example for Compliance

In terms of driving some massive number of returns when they are used quite prudently, SMS is quite competent. Text message compliance for the opt-in and opt-out example is the first and foremost thing about making use of the Salesforce text messages for business communication.

Organizations can save themselves from the bigger penalty changes and continue with the use of SMS for marketing and other purposes without any inconvenience as they are compliant with the TCPA rules and regulations.

Opt-In Text Message Compliance

The few regulatory bodies have the intent of protecting the privacy of a consumer while texting is GDPR, TCPA, and the CCPA.

Before you send the text messages, it has been made a mandatory thing by TCPA to receive written consent from your prospective recipients. To make sure that your consumers are not feeling deceived, always offer a convenient and transparent opt-in mechanism.

It does not mean that the prospect has opt-in as you simply have to fill up the phone number in any form. Make sure that the customers have clearly offered their consent in terms of receiving the recurring messages. You should also be sending an opt-in confirmation of text message that should also be containing clear opt-out instructions before you send your initial marketing text.

Types of Opt-In

There are basically two kinds of opt-in. One is the web opt-in, while the other is the mobile opt-in.

The consumers can send a keyword to the shortcode number with the opt-in option for the mobile opt-in. Organizations can easily advertise these keywords on different platforms like the ads, emails along with the growth of the list of subscribers to increase the opt-in rate.

People can also select the opt-in through the landing pages along with the web forms and the pages that should be containing all the required details of the opt-in program, including the charges, opt-out instructions, purpose, and many more.

Opt-Out Text Message Compliance

Send a text of confirmation along with the opt-in instructions once a consumer has opted-in to receive the text messages before starting with the Salesforce text messaging. It would be offering the customers the ease of opting out and honor of their opt-out decision. Make sure that the customer can opt-out at any time conveniently, and after this, the customer would not be receiving a single text message. If you are failing to get this done, then it can place your organization at the risk of legal action if you are failing at doing so.

Importance of SMS Compliance for your Business

The king of the market is the customer. Your business can be at the face of a risk when any activity is done involving the consent of the customer. It would be including text messaging too. You can easily steer clear of the higher penalties along with reaping the texting benefits in business with the help of SMS opt-in and opt-out compliance.

You need to eliminate every possibility for legal actions while making use of the texts with the consent of the consumer, as it would be honoring their decision in terms of receiving and not receiving the texts.

8 Essential Benefits of Using Software for Personalized SMS Marketing

One of the easiest ways of business communication is SMS marketing or text marketing. It is, however, quite true that it has the potential that is still not harnessed completely. It is the reason why businesses today are making use of personalized SMS marketing.

SMS or text messaging was predominantly used for personal conversations until recently. Businesses started to realize the scope and importance of SMS marketing as it was only when the world witnessed a steep increase in the use of smartphones.

  1. High Open Rates

Text messages have higher open rates when compared to emails and phone calls, as this is one of the top benefits of bulk SMS marketing—making SMS marketing services a boon to every enterprise looking for quick and effective customer service. About 98% of the messages sent are opened.

  1. Better Conversion Rate

The benefits of SMS in business are several, even with the higher usage of instant messaging through the apps. SMS will still be witnessing a better conversion rate than all of its new-age counterparts, for instance. People would take action on the promotions with offers that are shared through SMS than through any other marketing services as they are more likely to visit your business.

  1. SMS Marketing is Inexpensive

SMS marketing is a highly cost-effective option for the addition of benefits of the bulk SMS marketing further which are the Cloud messaging services. There are service providers out there who are offering the bulk SMS options through the SMS API or even their platforms allowing businesses to reach out to several of their customers in a few easy steps here.

  1. Greater Audience Reach

Statista has reported that in 2018, about 52.2% of all the online traffic was being generated through mobile phones globally that making SMS marketing the best form of communication for businesses with the increased use of smartphones.

One of the ideal benefits of SMS in business is that getting a text message will not need internet connectivity as a working phone will be enough to suffice. SMS marketing is nothing less of a goldmine here with the heightened usage of phones.

  1. Instant Delivery

One should be making sure that they are associated with a good Cloud telephony provider having strong network operator connections across this world for reaping the benefits of the use of the software for personalized SMS marketing. When businesses are looking to deliver the time-bound OTPs, this network-operator relation can be of great use.


  1. Campaign Success Visibility

The next thing businesses would need is insights on the performance once bulk SMS marketing campaigns are triggered. They can make use of these details for planning out their SMS marketing strategies and reaching out to the right audience for garnering more attention.

  1. Easy Opt-In/Opt-Out

The benefit of SMS in business is such that the messages still have an easy way out if the customers do not wish to hear from the businesses through regulatory compliances that are high in SMS marketing compared to email marketing.

  1. Flexible and Reliable SMS Marketing

For announcing the ongoing sale, offering the discount coupon offers, or even informing customers about the new store that has opened nearby and sending the appointment reminders, order status for the online shoppers, and more is what the businesses can use SMS services for. SMS, however, is offering limited space for conveying their story.

It also offers a secure and reliable platform for businesses to reach out to their customers worry-free since most of the messages are sent through the cloud telephony provider.

How to Attract More Customers with Retargeting Automation

One of the most cost-effective methods to generate leads for your business is inbound marketing automation. The promotion techniques that are generated through inbound marketing offer several benefits to its owners as compared to outbound marketing and other modes of advertising with little to absolutely no cost.

Retargeting automation can aid in achieving more sales compared to outbound marketing, where there are random people who are targeted regardless of their interests in your products or services by targeting the interested customers.

The following are the 4 stages of inbound marketing:

  • Attract

The offering and the value of the brand that it holds are what your target audience should know of. You can also bring forth a few engaging and useful content that is free of cost for them for quenching their thirst for knowledge. The important tools that can be used for facilitating this stage which consist of SEO, inbound content, blogging as well as social media marketing. It is where the stranger would become a website visitor.

  • Convert

Tempting your visitors so that they are submitting their contact details and signing up to head further down the marketing funnel is the other stage included here. You need to offer them the reason that they cannot say no to making your users sign up. You can also offer them the contents on the basis of the checklists, ebooks, and more. A few of the popular tools that can help you during the conversion stage would be the landing pages, forms as well as CTAs.

  • Close

You will have to make sure that they are buying your product or service and becoming your customer once you have qualified your leads along with the content. You can make use of these tools like sales alignment, email marketing, list segmentation as well as marketing automation. It is the stage that is all about the generation of leads for converting your leads to your customers.

  • Delight

Your main priority should be in offering customer satisfaction. You should be ensuring that your customers are happy with your product as well as your services and continue to engage with and upsell with other customers. The main advantage here is the extra step that can turn your customers into promoters. If they are happy, then they will be recommending you further.

About 55% of the B2B companies would be making their sales through word of mouth in terms of making these purchasing decisions for themselves, according to the report by HubSpot. There are a few great tools that can help you in terms of social media monitoring, surveys, trigger marketing, and more.

What Inbound Marketing Automation Offers Your Business?

High ROI:

About 53% of the businesses achieved a higher ROI by practicing inbound marketing compared to outbound marketing, according to the latest State of Inbound marketing reports.

Factors that can contribute to the higher ROI:

  • The Cost-effectiveness of inbound marketing is higher than outbound marketing.
  • As you are approaching people specifically interested in your services or products, inbound marketing is higher effective.

Clear Visibility:

You can now be seen by your potential users at almost no cost through inbound marketing. It creates clear visibility of your brand out in the market by creating content that is engaging showing up on the search engine results pages. You will therefore get the precise answers to the doubts and queries of your visitors with Retargeting automation. Distributing your content on various channels is the other way of acquiring visibility on the Internet.