With Salesmsg, you can integrate and automate your outbound text messages to your contacts using Infusionsoft/Keap Campaigns.
First, if you have not yet connected your Infusionsoft/Keap account to Salesmsg, you can learn how to do that in this article Integrating with Infusionsoft/Keap.
How to Create a SMS Text Message
Step 1: Create Your Trigger SMS
Triggers are your text messages that you want to send to your contacts from your Infusionsoft/Keap Campaign. You will first need to create your trigger in Salesmsg to then insert your webhook URL in your Campaign.
The internal name given to your trigger message.
Select Infusionsoft/Keap to reveal the next steps.
This is the phone field where your contacts phone number resides.
This is the phone number you want to the SMS to be sent from.
You can apply certain Salesmsg tags to your contact when the trigger is fired.
Type in your personalized SMS text message.
Step 2: Copy Your Webhook URL
After you have created your trigger, then copy your webhook URL.
Example Trigger URL
How To Add Your Trigger to Your Campaign
Now that you've created your Salesmsg Trigger and copied your Trigger webhook URL, let's hop over to your Infusionsoft/Keap account to add this to your Automation campaign.
Step 1: Navigate to the Campaign Builder
From your Automation campaign, drag over the Webhook widget to where you want to add your ActiveCampaign contacts to Salesmsg.
Usually this is the first action in your Automation since this action is to only add contacts to your Salesmsg account.
Step 2: Create a New Campaign & Add a Sequence
Add a sequence...
Step 3: Add the "Send HTTP Post" To The Sequence
Drag over the action Send HTTP Post into your Campaign sequence.
Step 4: Paste Your Webhook URL
In the POST URL field, paste in your copied Salesmsg Webhook URL...
Step 5: Publish Your Campaign
How to Add Contacts To Your Campaign
Now that you've created your Campaign, the next step is to add contacts to your Campaign.
Step 1: Search & Filter Your Contacts
To do this, head over to your Contacts page and filter down the contacts you want to add to this Campaign.
Select all or the contacts individually, select Actions, then choose to Start/Stop a Campaign Sequence.
Step 2: Select the Campaign To Add Contacts
Now select the Campaign and the Sequence you want to add these contacts to.
That's it! Infusionsoft will add these contacts to your Campaign which will fire the Salesmsg Webhook to Add the contacts that have a phone number in the Phone Field you selected.
Infusionsoft/Keap is connected to another account, what is this?
The Salesmsg user can only connect to one Infusionsoft user at a time. You won't be able to connect the same Infusionsoft user to multiple Salesmsg users.
Can I apply Infusionsoft/Keap Tags from Salesmsg?
Yes you can, however, the contact will need to be an Infusionsoft/Keap - Salesmsg linked contact.
Do I need to make a Trigger to send a text from Infusionsoft
You will need to make a Trigger and use the Keap Campaign action HTTP Post.
- Integrating with Infusionsoft
- Send SMS Messages as Lead Owner from Keap/Infusionsoft Campaigns
- Import contacts from Keap/Infusionsoft Campaigns
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