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Send SMS Message Support Resources

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Feature Overview

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Send SMS Message allows for you to send outbound SMS messages. Best used as reminders for appointments/consults and notices to office personnel regarding specific points in a funnel. (Unfortunately, inbound SMS and opt in via SMS is not supported with this feature. Please use the SMS Sequences feature instead.)

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How to set up the Feature

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  1. Choose which Infusionsoft phone field you would like to send the SMS to. Select the field with the phone number you would like to send the SMS message to. You can also enter a phone number instead if you would like.
  2. Enter what you would like the message to be. If you would like any fields merged into the SMS message, select the Merge Field in the drop down menu to the right. Keep in mind if you do merge in any fields, PlusThis cannot know how many characters there will be in the SMS As such, the character count under the message box is only an estimation.
  3. Name and save the feature
  4. PlusThis will provide you a URL for an HTTP post. Place this in your campaign into an HTTP post at the point when you would like the SMS sent.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494369330392-99837ae0-ee73″][vc_column_text]

  1. Choose which phone field you would like to send the SMS to. Select the field with the phone number you would like to send the SMS message to. You can also enter a phone number instead if you would like.
  2. Enter what you would like the message to be. If you would like any fields merged into the SMS message, select the Merge Field in the drop down menu to the right. Keep in mind if you do merge in any fields, PlusThis cannot know how many characters there will be in the SMS As such, the character count under the message box is only an estimation.
  3. Name and save the feature
  4. PlusThis will provide you a url for use as an webhook. Place this in your automation at the point when you would like the SMS sent.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373114861-9b497703-c379″][vc_column_text]

  1. Choose which Drip phone field you would like to send the SMS to. Select the field with the phone number you would like to send the SMS message to. You can also enter a phone number instead if you would like.
  2. Enter what you would like the message to be. If you would like any fields merged into the SMS message, select the Merge Field in the drop down menu to the right. Keep in mind if you do merge in any fields, PlusThis cannot know how many characters there will be in the SMS As such, the character count under the message box is only an estimation.
  3. Name and save the feature
  4. PlusThis will provide you an Event Name for use as an Event Name. Place this in your automation at the point when you would like the SMS sent.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520369655472-f9c4219e-1cb2″][vc_column_text]

  1. Choose which phone field you would like to send the SMS to. Select the field with the phone number you would like to send the SMS message to. You can also enter a phone number instead if you would like.
  2. Enter what you would like the message to be. If you would like any fields merged into the SMS message, select the Merge Field in the drop down menu to the right. Keep in mind if you do merge in any fields, PlusThis cannot know how many characters there will be in the SMS As such, the character count under the message box is only an estimation.
  3. Name and save the feature
  4. PlusThis will provide you a url for use as an webhook. Place this in your automation at the point when you would like the SMS sent.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521049668819-a0c0168f-c245″][vc_column_text]

  1. Choose which Infusionsoft phone field you would like to send the SMS to. Select the field with the phone number you would like to send the SMS message to. You can also enter a phone number instead if you would like.
  2. Enter what you would like the message to be. If you would like any fields merged into the SMS message, select the Merge Field in the drop down menu to the right. Keep in mind if you do merge in any fields, PlusThis cannot know how many characters there will be in the SMS As such, the character count under the message box is only an estimation.
  3. Name and save the feature
  4. PlusThis will provide you a URL for a Webhook. Place this in your campaign into an Webhook at the point when you would like the SMS sent.

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Implementation Guide

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To implement this feature, paste the Feature URL in a HTTP Post inside of your campaign. Ensure that you place the HTTP Post at the point where you want the feature to fire.

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To implement this feature, paste the Feature URL in a Send a Webhook action inside of your campaign. Ensure that you place the Webhook action at the point where you want the feature to fire.

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To implement this feature inside of Drip. Add PlusThis as a Drip Integration. You can then select PlusThis as the action, and from the dropdown you can select the PlusThis feature you’ve created.

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To implement this feature, paste the Feature URL in a Trigger a Webhook action inside of your workflow. Ensure that you place the Webhook action at the point where you want the feature to fire.

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To implement this feature, paste the Feature URL in a Webhook action inside of your automation. Ensure that you place the Webhook action at the point where you want the feature to fire.

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Feature Tip

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  • PlusThis does not require any changes to be made to the default Name / Value Pairs.  Leave the entry as is already populated when you add the HTTP post. The default values are as such:  contactId   =   ~Contact.Id~

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1520574577229-9fb6fddd-d533″][vc_column_text]PlusThis does not require you to put any information in the Post Data field or check the “Send as JSON” box on the “Add Action” configuration.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1520574577308-258244c2-bd22″][vc_column_text]

  • You can use the Event Name that PlusThis gives you as either a Record a Custom Event or a regular Record an Event action.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520574577396-b0743a8f-eaaa”][vc_column_text]You can use the Trigger a Webhook action to trigger the PlusThis feature. Make sure to select “Post” and not “Get” in the action. Then paste the URL that PlusThis gives you for use in the action.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521049732848-8e9008a6-4d6d”][vc_column_text]

To implement this feature, paste the Feature URL in a Webhook action inside of your automation. Ensure that you place the Webhook action at the point where you want the feature to fire.

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Feature Blueprint

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Feature FAQ

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PlusThis does not require any changes to be made to the default Name / Value Pairs.  Leave the entry as is already populated when you add the HTTP post. The default values are as such:  contactId   =   ~Contact.Id~

[/vc_toggle][vc_toggle title=”I set this feature to tag my contact if they opt out of SMS communication, but they weren’t tagged. Why?”]

Twilio doesn’t let us know at the moment when a contact has opted out of text messages. Instead, the next time PlusThis tries to send an SMS to that contact, Twilio will let us know that the contact has opted out, and we will apply the tag in Infusionsoft.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1496372025096-c6af8803-5039″][vc_toggle title=”What do I put in the Trigger a Webhook action?”]

You can use the Trigger a Webhook action to trigger the PlusThis feature. Make sure to select “Post” and not “Get” in the action. Then paste the URL that PlusThis gives you for use in the action.

[/vc_toggle][vc_toggle title=”I set this feature to tag my contact if they opt out of SMS communication, but they weren’t tagged. Why?”]

Twilio doesn’t let us know at the moment when a contact has opted out of text messages. Instead, the next time PlusThis tries to send an SMS to that contact, Twilio will let us know that the contact has opted out, and we will apply the tag in Ontraport.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1496372023209-9f36b5e1-af4a”][vc_toggle title=”What kind of Event can I use this with?”]You can use the Event Name that PlusThis gives you as either a Record a Custom Event or a regular Record an Event action.[/vc_toggle][vc_toggle title=”I set this feature to tag my contact if they opt out of SMS communication, but they weren’t tagged. Why?”]

Twilio doesn’t let us know at the moment when a contact has opted out of text messages. Instead, the next time PlusThis tries to send an SMS to that contact, Twilio will let us know that the contact has opted out, and we will apply the tag in Drip.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520369739041-c3461386-2cfc”][vc_toggle title=”What do I put in the Trigger a Webhook action?”]

You can use the Trigger a Webhook action to trigger the PlusThis feature. Make sure to select “Post” and not “Get” in the action. Then paste the URL that PlusThis gives you for use in the action.

[/vc_toggle][vc_toggle title=”I set this feature add my contact to a static list if they opt out of SMS communication, but they weren’t added. Why?”]

Twilio doesn’t let us know at the moment when a contact has opted out of text messages. Instead, the next time PlusThis tries to send an SMS to that contact, Twilio will let us know that the contact has opted out, and we will add the contact to the list in Hubspot.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521049758206-144d1785-c2c2″][vc_toggle title=”What do I put in the Webhook action?”]

You can use the Webhook action to trigger the PlusThis feature. Paste the URL that PlusThis gives you for use in the action.

[/vc_toggle][vc_toggle title=”I set this feature to tag my contact if they opt out of SMS communication, but they weren’t tagged. Why?”]

Twilio doesn’t let us know at the moment when a contact has opted out of text messages. Instead, the next time PlusThis tries to send an SMS to that contact, Twilio will let us know that the contact has opted out, and we will apply the tag in ActiveCampaign.

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Helpful Downloads

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