SMS Sequences Support Resources

Feature Overview

SMS Sequences allows for you to configure a conversation style SMS sequence to take place upon receiving a keyword, or via triggering it from your CRM , from a contact or potential contact to your Twilio phone number.

How to set up the Feature

 

  1. To start the SMS sequence by having a contact send a keyword to a specified phone number, select the keyword you would like to use to trigger this sequence. (ie. When the phone number specified receives an SMS with this keyword in it – it will trigger the sequence.)
  2. Select your preferred Twilio phone number (if you haven’t already purchased a phone number, click the + symbol to do so).
  3. Select the field to store the contact’s mobile number in (We suggest you pick a phone number field that you designate specifically as a mobile phone number field – that is not to be used for office or home phones). Note * PlusThis will try to find an existing contact record using the specified field. If no matching records are found- a new contact record will be created. If you chose to collect email address first, PlusThis will try find a contact using the collected email address.
  4. Sequence Steps (you can add as many as you’d like)
  5. Name your sequence step by clicking the Title in green at the top right of the sequence.
  6. Compose a message you’d like to send. (if you are triggering the sequence through a keyword – this will be sent in response to the keyword being sent in). If you would like to use a merge field – note that if the contact record is new, only the information previously requested will be available to merge in.
  7. Select the field to store the response in and select a tag(s), if desired, to be applied upon receipt of the response. Choose which message should be sent next, and configure any conditions around how to respond and tag the recipient.
  8. Create as many sequences as necessary by clicking the blue “add sequence step message” button
  9. Under Additional Options, you can check the box to create a note on the contact record with the Conversation and you can configure tags to apply to contacts if they opt out of messaging or if the mobile number is incorrect.
  1. To start the SMS sequence by having a contact send a keyword to a specified phone number, select the keyword you would like to use to trigger this sequence. (ie. When the phone number specified receives an SMS with this keyword in it – it will trigger the sequence.)
  2. Select your preferred Twilio phone number (if you haven’t already purchased a phone number, click the + symbol to do so).
  3. Select the field to store the contact’s mobile number in (We suggest you pick a phone number field that you designate specifically as a mobile phone number field – that is not to be used for office or home phones). Note * PlusThis will try to find an existing contact record using the specified field. If no matching records are found- a new contact record will be created. If you chose to collect email address first, PlusThis will try find a contact using the collected email address.
  4. Sequence Steps (you can add as many as you’d like)
  5. Name your sequence step by clicking the Title in green at the top right of the sequence.
  6. Compose a message you’d like to send. (if you are triggering the sequence through a keyword – this will be sent in response to the keyword being sent in). If you would like to use a merge field – note that if the contact record is new, only the information previously requested will be available to merge in.
  7. Select the field to store the response in and select a tag(s), if desired, to be applied upon receipt of the response. Choose which message should be sent next, and configure any conditions around how to respond and tag the recipient.
  8. Create as many sequences as necessary by clicking the blue “add sequence step message” button
  9. Under Additional Options, you can check the box to create a note on the contact record with the Conversation and you can configure tags to apply to contacts if they opt out of messaging or if the mobile number is incorrect.
  1. To start the SMS sequence by having a contact send a keyword to a specified phone number, select the keyword you would like to use to trigger this sequence. (ie. When the phone number specified receives an SMS with this keyword in it – it will trigger the sequence.)
  2. Select your preferred Twilio phone number (if you haven’t already purchased a phone number, click the + symbol to do so).
  3. Select the field to store the contact’s mobile number in (We suggest you pick a phone number field that you designate specifically as a mobile phone number field – that is not to be used for office or home phones). Note * PlusThis will try to find an existing contact record using the specified field. If no matching records are found- a new contact record will be created. If you chose to collect email address first, PlusThis will try find a contact using the collected email address.
  4. Sequence Steps (you can add as many as you’d like)
  5. Name your sequence step by clicking the Title in green at the top right of the sequence.
  6. Compose a message you’d like to send. (if you are triggering the sequence through a keyword – this will be sent in response to the keyword being sent in). If you would like to use a merge field – note that if the contact record is new, only the information previously requested will be available to merge in.
  7. Select the field to store the response in and select a tag(s), if desired, to be applied upon receipt of the response. Choose which message should be sent next, and configure any conditions around how to respond and tag the recipient.
  8. Create as many sequences as necessary by clicking the blue “add sequence step message” button
  9. Under Additional Options, you can check the box to create a note on the contact record with the Conversation and you can configure tags to apply to contacts if they opt out of messaging or if the mobile number is incorrect.
  1. To start the SMS sequence by having a contact send a keyword to a specified phone number, select the keyword you would like to use to trigger this sequence. (ie. When the phone number specified receives an SMS with this keyword in it – it will trigger the sequence.)
  2. Select your preferred Twilio phone number (if you haven’t already purchased a phone number, click the + symbol to do so).
  3. Select the property to store the contact’s mobile number in (We suggest you pick a phone number property that you designate specifically as a mobile phone number property – that is not to be used for office or home phones). Note * PlusThis will try to find an existing contact record using the specified property. If no matching records are found- a new contact record will be created. If you chose to collect email address first, PlusThis will try find a contact using the collected email address.
  4. Sequence Steps (you can add as many as you’d like)
  5. Name your sequence step by clicking the Title in green at the top right of the sequence.
  6. Compose a message you’d like to send. (if you are triggering the sequence through a keyword – this will be sent in response to the keyword being sent in). If you would like to use a merge property – note that if the contact record is new, only the information previously requested will be available to merge in.
  7. Select the property to store the response in and select a list(s), if desired, to be applied upon receipt of the response. Choose which message should be sent next, and configure any conditions around how to respond and list the recipient.
  8. Create as many sequences as necessary by clicking the blue “add sequence step message” button
  9. Under Additional Options, you can check the box to create a note on the contact record with the Conversation and you can configure lists to apply to contacts if they opt out of messaging or if the mobile number is incorrect.
  1. To start the SMS sequence by having a contact send a keyword to a specified phone number, select the keyword you would like to use to trigger this sequence. (ie. When the phone number specified receives an SMS with this keyword in it – it will trigger the sequence.)
  2. Select your preferred Twilio phone number (if you haven’t already purchased a phone number, click the + symbol to do so).
  3. Select the field to store the contact’s mobile number in (We suggest you pick a phone number field that you designate specifically as a mobile phone number field – that is not to be used for office or home phones). Note * PlusThis will try to find an existing contact record using the specified field. If no matching records are found- a new contact record will be created. If you chose to collect email address first, PlusThis will try find a contact using the collected email address.
  4. Sequence Steps (you can add as many as you’d like)
  5. Name your sequence step by clicking the Title in green at the top right of the sequence.
  6. Compose a message you’d like to send. (if you are triggering the sequence through a keyword – this will be sent in response to the keyword being sent in). If you would like to use a merge field – note that if the contact record is new, only the information previously requested will be available to merge in.
  7. Select the field to store the response in and select a tag(s), if desired, to be applied upon receipt of the response. Choose which message should be sent next, and configure any conditions around how to respond and tag the recipient.
  8. Create as many sequences as necessary by clicking the blue “add sequence step message” button
  9. Under Additional Options, you can check the box to create a note on the contact record with the Conversation and you can configure tags to apply to contacts if they opt out of messaging or if the mobile number is incorrect.
Implementation Guide

The SMS Sequence will trigger when the keyword is texted to the Twilio number shown on the save page.

Alternatively, you can trigger the sequence to fire on existing contacts in your CRM by triggering the feature to run via HTTP post.

The SMS Sequence will trigger when the keyword is texted to the Twilio number shown on the save page.

Alternatively, you can trigger the sequence to fire on existing contacts in your CRM by triggering the feature to run via Webhook.


The SMS Sequence will trigger when the keyword is texted to the Twilio number shown on the save page.

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.

The SMS Sequence will trigger when the keyword is texted to the Twilio number shown on the save page.

Alternatively, you can trigger the sequence to fire on existing contacts in your CRM by triggering the feature to run via Webhook.

The SMS Sequence will trigger when the keyword is texted to the Twilio number shown on the feature save page.


Alternatively, you can trigger the sequence to fire on existing contacts in your CRM by triggering the feature to run via Webhook.

Feature Tip
  • You can toggle the Edit/Sort mode to easily see and move your steps around like a drag and drop builder
  • You can toggle the Edit/Sort mode to easily see and move your steps around like a drag and drop builder
  • You can toggle the Edit/Sort mode to easily see and move your steps around like a drag and drop builder
  • You can toggle the Edit/Sort mode to easily see and move your steps around like a drag and drop builder
  • You can toggle the Edit/Sort mode to easily see and move your steps around like a drag and drop builder
Feature Blueprint
Feature FAQ

What do I put in the HTTP post name/value pairs?

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~

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.

I got stuck while testing a sequence. When can I start testing my sequences again?

Twilio will refresh every 24 hours. If you get stuck in the middle of one of your sequences, wait 24 hours before sending in another keyword to trigger the next sequence.

What do I put in the "add action" fields?

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.

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.

I got stuck while testing a sequence. When can I start testing my sequences again?

Twilio will refresh every 24 hours. If you get stuck in the middle of one of your sequences, wait 24 hours before sending in another keyword to trigger the next sequence.

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.

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.

I got stuck while testing a sequence. When can I start testing my sequences again?

Twilio will refresh every 24 hours. If you get stuck in the middle of one of your sequences, wait 24 hours before sending in another keyword to trigger the next sequence.

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.

I set this feature to 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.

I got stuck while testing a sequence. When can I start testing my sequences again?

Twilio will refresh every 24 hours. If you get stuck in the middle of one of your sequences, wait 24 hours before sending in another keyword to trigger the next sequence.

What do I put in the Trigger a 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.

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.

I got stuck while testing a sequence. When can I start testing my sequences again?

Twilio will refresh every 24 hours. If you get stuck in the middle of one of your sequences, wait 24 hours before sending in another keyword to trigger the next sequence.

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