Text Marketing Guide


Text marketing can be an incredibly effective way to reach customers and generate leads. It is an affordable marketing strategy that enables businesses to interact directly with their customers, build relationships and maximize reach. This guide introduces text marketing and details the different types of campaigns you can use.

Let us explore it further in the coming sections:

What is Text Marketing?

Text marketing is the practice of businesses sending promotional messages – like alerts, coupons, reminders, and special offers – via text messaging (also known as SMS).

Text messages are instant; you can send a message to multiple contacts at once without delivery delay. For small businesses, the cost tends to be low compared to other forms of marketing. It’s also helpful for business owners who don’t have a lot of customer data or segmenting capacity since all customers need to opt into your service are their phone numbers.

For customers to receive your text message campaigns, they must consent by opting in. This usually works by having them reply “yes” or “start” when prompted by an automated welcome message from your text-messaging service. After this initial opt-in process, they should receive regular communications like discounts and promotions directly to their mobile phones as created and sent through your service provider.

It’s an effective way for companies of any size or budget to reach a broader audience quickly and efficiently. In addition, text marketing can lead to increased customer engagement and sales growth when used correctly.

Benefits of Text Marketing

Text marketing is a powerful way of reaching customers and driving loyalty. Compared to other marketing tactics, it offers several key advantages that can help businesses boost brand awareness, increase customer engagement, and grow revenue. Here are just a few of the key benefits of text message marketing:

  • Reach Your Customers Instantly: With text marketing, you can send personalized messages directly to your customers’ cell phones. This allows you to quickly reach many users without waiting for them to spot your message in an email or other channel.
  • High Rider Rate: Text messages are read more often than any other type of communication—including email—providing you with immediate customer engagement. Text messages tend to be opened within five minutes of being sent, which makes them perfect for time-based promotions or sales notifications.
  • Flexible Contact Options: Unlike some advertising platforms, text message campaigns provide customers with more than one way to get in touch – by responding directly to the message or calling a dedicated phone number for more information.
  • Target Audiences Easily: Text messages allow marketers to segment audiences based on location, demographics, interests, and behaviors so that they can tailor their messages accordingly and reach their desired target groups accurately and effectively.
  • Cost-Effective: Finally, text message campaigns have lower costs than traditional forms of advertising, such as television or print media, making them an attractive option for businesses looking for cost-effective ways to market their products or services.

Getting Started

Text marketing is a great way to reach potential customers quickly. When used strategically, text messages can engage customers, provide updates on new products, or offer discounts and special promotions. However, understanding the basics of text marketing and setting up a campaign can be hard if you’re unsure where to start.

With this guide, you’ll learn the fundamentals of text marketing and how to start creating your campaigns:

Set up a Text Marketing Platform

Text marketing can help you instantly connect with your customers and drive more sales. It’s a great way to communicate quickly and inform customers of your business’s latest offerings. Setting up a text marketing platform is easy and allows you to create powerful campaigns that generate results.

Select a text marketing provider that best meets your needs to get started with text messaging. Make sure to look for one that offers features like automated scheduling, customizable templates, segmentation capabilities, integration options, and data management tools.

Once you’ve chosen a provider, sign up for an account and create a list of contacts who will receive your messages. This list should include all the phone numbers of people in your target market who want to be contacted through text messaging. In addition, you may want to upload existing contact lists or append mobile numbers from other data sources, such as purchase histories or email databases.

Now it’s time to create messages with engaging content that gets customers’ attention! Design creative campaigns that include special offers or discounts, event reminders, contests or sweepstakes information, product launches, educational content, and more. Once you’ve created campaigns that match your business goals, schedule them at timely intervals, so they arrive when customers are most likely to act on them – such as during their regular shopping times or at the end of their work day.

Ready for launch? Test the message delivery format on a few contacts before sending the message out to all subscribers – this will allow you to evaluate the effectiveness of design elements such as images, links, or formatting changes – before they go live!

Create a List of Contacts

Creating a contacts list is the first step to getting started with text marketing. This list should include names, phone numbers, and other pertinent information about each contact. It is crucial to ensure the collected phone numbers are those of individuals who have opted in–or given permission–to receive your messages.

You can collect phone numbers in several ways depending on your specific situation. For example, if you plan to use text marketing for existing customers, consider collecting their information when they sign up for services or purchase items from your business. You can also set up a system to opt-in attendees or visitors with their consent during an event or at a retailer or trade show. Alternatively, you can create an online form that solicits opt-in consent from interested parties or acquire a pre-compiled contact list of individuals who have given consent to receive texts.

Once compiled, be sure to double-check your contact list before using it to send messages, and consider setting up some additional rules before sending out texts, such as ensuring no contact uses multiple subjects simultaneously and including opt-out options for people who do not wish to receive further messages from you. It is also good practice to regularly back up your contact list in an external storage device or cloud computing platform like Google Drive to protect against data loss and maintain secure backup records.

Ultimately, having the right contacts saved securely will help ensure that your text marketing strategy runs smoothly from the start until finish.

Write Engaging Copy

Whether you are sending SMS messages, emails, or other types of messages, keep in mind that your goal is to engage with your customers. Therefore, make sure that your copywriting is at its best by adhering to the following key points:

  1. Be clear and concise: Make sure that readers can quickly grasp what you’re aiming for in each message. Avoid jargon and long-winded statements as much as possible.
  2. Implement strong calls to action: Virtually all forms of text marketing allow for including links in messages, so why not use them? Whenever possible, include a call to action such as “Shop now” or “Book now” prominently in every message to draw attention to your offer and encourage people to click through.
  3. Leverage the power of images: Visuals are crucial for engaging users – particularly when it comes to mobile marketing – so make sure you include them whenever possible. Add an image or logo at the beginning of the message – it boosts open rates significantly!
  4. Personalize whenever possible: If you have access to customer data such as names or other identifying features, take advantage of it by personalizing each message for a more engaging customer experience. Personalized text messages can match inbox campaigns and help boost engagement even further!
  5. Test, test, test!: All effective campaigns should involve testing different elements across several target groups until you find a winning combination – this can be as simple as testing different subject lines on emails or adjusting the timing of when SMS messages are sent – always be prepared to try new things and experiment!

Crafting Messages

In text marketing, crafting a successful message is probably the most important part of the process. You want to ensure your message is concise, interesting, and engaging while also providing enough information, so your customers know what you’re offering. It’s also important to ensure your message is easy to read and understand.

In this guide, we’ll discuss some tips and tricks to help you craft successful text marketing messages:

Personalize Messages

The key to text message marketing is personalization. You’ll want to craft messages that make the recipient feel like it’s addressed directly to them.

To personalize messages successfully, start by including their name, such as “Good morning [Name].” Additionally, if you have demographic information such as age or address, you can use these data pieces to create targeted messages.

Additionally, it’s important to feel natural and conversational when sending a message through an automated system. Use language that reflects things people may say in person and avoid using codes or shortened words (e.g., lol), which can come across as casual and unprofessional.

Make sure your message stands out and conveys what you are offering simply and clearly. If you have a customer list sign up for more details or deals down the road and clearly understand what they need to do next with a call-to-action such as “Sign up now!”

Think about each message carefully before sending it out en masse – this is one area where human intervention over automation will always be best! Remember that any text message sent must be connected to your company and serve some purpose – otherwise, it can be considered spam by regulators or customers; crafting personalized texts can help ensure this isn’t a problem for your business.

Use A/B Testing

When creating text messages, it can be helpful to use A/B testing to determine which messaging version yields the best results. A/B testing allows marketers to split their sample group into two pools and send each group a different message. For example, marketers could send one message in all caps with short sentences and another in a standard case with longer sentences, then compare the results of each message. This analysis allows marketing teams to determine the messaging best for their target audience.

A/B testing is also known as split testing and can be used for more than just text messages; it is a great way to test website designs, landing pages, various forms, and other content mediums. When conducting A/B tests, you should carefully craft the two versions of your messaging and alter only one concern from the original content, such as font size or caption length, to get accurate test results.

Results from an A/B test may help reveal user preferences that can further inform future messaging decisions or email marketing campaigns. The more feedback you have from your customers, the better decisions you can make when crafting future messages about your product or business:

  • Carefully prepare the two versions of your messaging.
  • Alter only one concern from the original content, such as font size or caption length.
  • Compare the results of each message.
  • Reveal user preferences that can further inform future messaging decisions.
  • Make better decisions when crafting future messages about your product or business.

Include a Call-to-Action

When crafting messages for your text marketing campaigns, including a call-to-action (CTA) will help guide customers to take the desired action. A call-to-action is a phrase used in marketing materials (including text messages) that encourages customers to do something, such as purchase an item or provide feedback.

The CTA should always be strategically placed where it has the most impact. For example, the end of the message is usually the best spot for it, so customers will know how to act on your message. It should also be concise and clear; using words such as “Shop now” or “Book today” will encourage action faster than long sentences with multiple call-outs.

Adding incentives to CTAs can also increase response rates and customer engagement with your brand – including limited-time discounts or codes in your message, so customers feel rewarded for taking action quickly. A compelling CTA should have measurable results and allow you to track key performance indicators such as conversion rates or open rates; this will enable you to measure the effectiveness of your campaigns and adjust them accordingly.

Including a well-thought-out Call-To-Action in your text message allows you to get responses from even those who might be undecided about the purchase at first glance. By providing additional information, assurance of quality service, and incentives – all of which can boost customer confidence – you can ensure people follow through on their desires with a simple but effective CTA!


Automation is quickly becoming one of the most popular tools for text marketing campaigns. Automation allows companies to send out messages and other content to their subscribers regularly without manually updating or sending out messages. Automation can also help to save time and money and can help to ensure that campaigns are reaching their intended audience.

Let’s see what other benefits automation can offer regarding text marketing:

Set up Automated Messages

Automated messages allow businesses to avoid the time-consuming task of continuously writing and sending messages to customers. Instead, automation tools can streamline communication and help keep your message library organized, allowing you to respond quickly to customer inquiries or place offers on a predefined schedule.

There are a few steps you need to take To set up automated text messaging for your business:

  1. Decide which messages you want to automate – Automation works best when they are targeted towards the right audience and address their needs. Consider the statements you want to send (discounts, loyalty programs, product updates) and who should receive them (existing customers, new contacts). Knowing this information ensures your automated messages are effective in getting results.
  2. Set up triggers – Triggers tell your software what action should be taken when specific conditions are met or when users interact with a message in a certain way. For example, if someone buys something from you, an automated message can be triggered that sends them a personalized thank you message with an offer for their next purchase.
  3. Test before sending – Before setting up an automated campaign, take some time to test it out first. Testing ensures everything is working correctly and that the right messages are being sent at the right times with personalized content tailored to each user’s needs and interests. Making sure everything is working correctly before launch can save valuable time and frustration down the road!

Use Segmentation

Segmentation is an effective way to use automation to personalize text messages. Analyzing customer data and dividing your contact list into categories based on the similarities and differences between them will allow you to send automated messages that are more appropriate for each audience segment. This level of personalization can enable you to deliver more accurate and timely information to your customers than if you sent the same message to everyone.

To effectively segment customers, consider the age, location, customer history, purchase cycle or frequency, address or email domain, type of device used, engagement data (open rates), membership or loyalty status—just about any factor that allows for a finer level of separation into customer segments. From here, you can tailor content that best resonates with each piece.

Creating customer segments allows you to avoid sending generic messages daily while simultaneously enhancing customer experience by delivering relevant content at the right time. Additionally, it’s straightforward: no matter how extensive your database is! Automation through text marketing is a great way to connect with your audience. Still, without proper segmentation, it can be challenging to deliver meaningful content effectively without wasting resources and creating customer annoyance.

Monitor Results

As automation systems become increasingly complex, keeping an eye on the results being generated is essential. Closely monitoring automation processes helps to ensure that each operation is being executed as expected and that any necessary adjustments can be made. This process requires an extensive system of data logging and analysis tools for tracking automated processes.

Effective reporting of automation results should cover a broad range of functions and metrics, including:

  • Operation frequency and duration
  • Input data sources
  • User-defined tasks and actions
  • Error conditions
  • System events and status flags
  • Used variables and calculations
  • Start-up tasks or triggers
  • Outputs or outcomes produced from scripts or programs run via the automation system

These must be tracked to assess how the automated process performs accurately.

It is essential to subscribe to insight-rich dashboards that analyze performance figures over extended periods in real time to enable effective monitoring of automation process results. These dashboards then serve as indicators for where any necessary changes might need to be made to continue improving the automated process performance. Additionally, there should also be proactive alerts and notifications implemented to provide early warnings when issues occur so that they can be quickly addressed before they become significant problems. By doing this, organizations can ensure their automated systems deliver desired outcomes consistently and as expected with optimized productivity levels.


When measuring the success of your text marketing campaigns, it is important to look at both quantitative and qualitative data. These data include key performance indicators such as open rates, click-through rates, conversion rates, and customer feedback. Additionally, you can use A/B testing to compare different versions of your campaigns and determine which one is the most successful.

This guide will discuss all the different measurement methods you can use for text marketing:

Track Open Rates

Open rate is a metric used to measure how many people opened an email from the recipients to whom it was sent. Open rates are measured in percentages, with higher numbers being better. Measuring open rates allows companies and organizations to determine the effectiveness of their email marketing campaigns by gauging the level of interest in their messaging.

When tracking open rates, it is important to pay attention to the overall number and the individual details about who has opened an email and who hasn’t. This information will help identify which groups of people or demographics are often opening emails, giving insightful data for future strategies.

It’s also important to consider other variables, such as time of day and type of email content, when measuring an organization’s success with email marketing campaigns. Monitoring these factors will inform content planning and help tweak future messages more effectively so that more users are reached.

Analyze Click-through Rates

Measuring click-through rates helps marketers better understand the effectiveness of their campaigns. By identifying elements of an ad that receive the highest response, they can develop more effective marketing strategies and optimize the user experience. Here are some tips on how to analyze click-through rates:

  1. Measure your response rate: This measures what percentage of people who saw your ad clicked through and followed your link. To calculate this, divide the number of clicks by the number of impressions (people who saw your ad).
  2. Track performance over time: When analyzing click-through rates, look at how the response changes. Is it increasing or decreasing? The tracking will tell you which parts of your campaign are working and which need to be adjusted or eliminated.
  3. Utilize A/B testing: A/B testing is a great way to measure how different elements of an advertisement affect overall responses. Test different versions side-by-side to better understand customer engagement with each ad element separately and in comparison with others.
  4. Monitor mobile click-through rates: With mobile phones playing an ever larger part in daily life, ensure you’re tracking their user engagement with mobile ads too. Smartphones often require special design considerations for things such as button placement and font size that can affect customer responses – monitoring mobile click-throughs helps you stay ahead in that arena.

By periodically analyzing these metrics, marketers can track how successful each campaign has been over time and use this insight to optimize their content and delivery strategies for future campaigns.

Monitor ROI

ROI, or return on investment, is a key metric for measuring the effectiveness of an investment or marketing activity. It is expressed as a percentage and can help organizations determine whether their investments are worthwhile. Organizations must understand how much their investments cost and the ROI framework to monitor ROI.

The first step in measuring ROI is calculating your investment’s total cost. Expenses include direct costs like labor and materials and indirect costs such as overhead and opportunity costs associated with using resources that could be allocated elsewhere.

Once you know how much was invested in the project, you can quantify how much return you received from it. The return can include direct benefits like revenue or cost savings associated with the project and indirect benefits such as brand visibility or customer satisfaction.

Divide the return on your investment by its total cost to establish its lengthy percentage-based value. It’s essential to track this number over time as metrics like ROI tend to fluctuate based on external factors such as market conditions or customer tastes/demographics changes. Benchmark your performance against relevant peers so you can see where your organization stands relative to them – this will make it easier to adjust your activities accordingly and get closer to achieving maximal investment returns.

Previous Post
Next Post