How To Create a Conditional SMS Drip Campaign With Kixie

A conditional SMS drip campaign is a powerful tool that allows you to automate the progressive sending of text messages based on specific conditions. Whether you want to nurture leads, engage with customers, or follow up on sales opportunities, drip campaigns can help you streamline your communication process and save valuable time. In this article, we will explore the process of creating a conditional SMS drip campaign using Kixie, your CRM, and Zapier.

Throughout this article, we will cover the main points of creating a conditional SMS drip campaign, including setting up the campaign with Zapier and your CRM, triggering the campaign, and checking to make sure the deal still matches the trigger criteria. Plus, you can also use this same process for other phone call cadences or email sequences.

What is a Conditional SMS Drip Campaign?

A conditional SMS drip campaign is a sequence of automated text messages that are sent based on certain conditions. These conditions can be set in your CRM, allowing you to target specific leads or customers with personalized messages. By automating this process, you can ensure timely and consistent communication without the need for manual intervention.

Imagine you have a list of leads in your CRM, and you want to send them a series of text messages based on their engagement level. With a conditional SMS drip campaign, you can set criteria such as the number of times they have called your business, or the number of times they have opened a marketing email, and the campaign will automatically send text messages tailored to that specific behavior. Let’s take a look at how to build out this workflow automation in a few simple steps.

Step 1: Setting Up the Campaign with Zapier and Your CRM

To create a conditional SMS drip campaign, you can leverage the power of Zapier and integrate it with your CRM. Zapier allows you to connect different apps and automate workflows, making it the perfect tool for setting up your campaign.

Start by creating a Zap in Zapier, and select your CRM as the trigger app. This will allow you to set up the conditions that will trigger the campaign. Choose the specific criteria you want to base the campaign on, such as lead score, purchase history, or any other relevant data in your CRM.

Step 2: Triggering the Campaign

Once you have set up the conditions in your CRM, it’s time to create the trigger that will initiate the campaign. This trigger will be based on the specific criteria you have defined, and it will determine when the campaign starts.

For example, if you want to send a text message to leads who have visited your website more than three times, you can set up a trigger that activates the campaign when the lead’s website visit count reaches or exceeds three. This ensures that the campaign is only triggered when the desired conditions are met.

Step 3: Sending the First Auto-SMS Message

After the trigger is activated, the first step in your conditional SMS drip campaign is to send an auto text message. This message should be crafted to engage the recipient and provide relevant information based on the criteria you have set.

For instance, if the trigger is based on a lead’s purchase history, you can send a text message that offers a discount, thanks them for their purchase, or provides additional product information related to their previous purchases. Personalization is key in creating a meaningful connection with your audience.

Step 4: Adding a Delay for Subsequent Text Messages

While sending the first auto text message is important, it’s equally crucial to time subsequent messages appropriately. Adding a delay step allows you to control the timing between each text message, ensuring that your recipients don’t feel overwhelmed or bombarded with messages.

Specify the duration of the delay based on your campaign goals and the nature of your audience. For example, if you are targeting busy professionals, you may want to space out the messages over a few days to avoid being intrusive.

Step 5: Checking if the Deal Still Matches the Criteria

As your campaign progresses, it’s essential to periodically check if the deal still matches the desired criteria. This step ensures that you are only sending messages to leads or customers who are still relevant and interested in your offerings. For example, if you want to send reminder text messages to a customer encouraging them to sign up for an onboarding session, it’s important that they haven’t already enrolled in an onboarding meeting.

Search for the deal in your CRM and verify if it still meets the criteria you have set. By using the “Find Deal” action from your CRM, and the “Filter by Zapier” action, you can double check that it is still relevant to send a message to the desired lead. If the deal no longer matches the conditions, the next text message in your drip campaign will not be sent.

Step 6: Sending Subsequent Text Messages

The process of delay, search, filter, and text can be repeated as many times as needed in your conditional SMS drip campaign. This allows you to send subsequent text messages based on the evolving needs and actions of your leads or customers.

Continue the campaign by repeating the delay, search, filter, and text steps, ensuring that each message adds value and relevance to the recipient. By tailoring your messages to the specific conditions and behaviors of your audience, you can increase engagement and drive desired outcomes.

Bonus: Use This Process for Other Cadences and Sequences

This process can be applied to other types of cadences or sequences, such as phone calls or emails. By leveraging the power of conditional automation, you can create personalized, omnichannel communication with your leads and customers.

Apply the process explained above to different types of cadences based on your business needs and communication preferences. Customize the campaign to align with specific criteria and goals, ensuring that each interaction is tailored to the recipient’s preferences and behavior.

Get Started Creating Your SMS Drip Campaign Now

Creating a conditional SMS drip campaign with Kixie (start a 7-day free trial here) can revolutionize your communication strategy. By automating the process of sending text messages based on specific conditions, you can save time, increase efficiency, and deliver personalized experiences to your leads and customers.

In this article, we explored the main points of creating a conditional SMS drip campaign, including setting it up with Zapier, Kixie, and your CRM, triggering the campaign, adding delays, and sending subsequent text messages.

Remember, personalization and relevance are key in engaging your audience. By leveraging the power of conditional automation, you can create meaningful connections and drive desired outcomes in your communication efforts.