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NEW! Send texts from ActiveCampaign Automations (CX Apps)
NEW! Send texts from ActiveCampaign Automations (CX Apps)

Learn how to add Salesmsg SMS to your Automations with ActiveCampaign CX Apps

Chris Brisson avatar
Written by Chris Brisson
Updated over 2 years ago

Now you can easily add Salesmsg SMS to your ActiveCampaign Automations right from within your campaign.

First, if you have not yet connected your ActiveCampaign account to Salesmsg, you can learn how to do that in this article Integrating with ActiveCampaign.


How it Works

The Salesmsg ActiveCampaign integration gives you a simple way to create, personalize, and send SMS & MMS text messages from your ActiveCampaign Automations.

If you are wanting to automate an outbound text message to a new lead after they will out a specific form or need to send out a text to a group of contacts, this feature will help you do just that.

There are two actions you can create:

  1. Salesmsg: Send SMS

  2. Salesmsg: Send SMS (Advanced)

Option #1: Salesmsg: Send SMS (static)

You can directly select the Phone number, Inbox, or Smart Inbox you want to send the text message from. This will send the outgoing text from the number or if it's a Smart Inbox then one of the numbers in the Inbox.

  • Inbox with One Number. It will show as (555) 555-5555: Inbox Name

  • Inbox with Multiple Numbers. Shown as Smart Inbox: Inbox Name

  • Short Code. Shown as Short code (79000)

When would I use this option?

For example, after someone fills out a ActiveCampaign web form I want to send a text from the exact Phone Number 561-771-5917 or from a Smart Inbox which contains multiple outgoing phone numbers.

Step 1: Drag the Salesmsg Widget into Your Automation

It's really simple! Just drag over the Salesmsg widget right into the place where you want to send an SMS.

Step 2: Select or Connect Your Salesmsg Account

If you haven't connected a Salesmsg account to ActiveCampaign, you can do that here or choose the Salesmsg account you want to send the texts from.

Step 3: Select the Phone Number Field

This is the Phone number that Salesmsg will send the text message to. You can insert an ActiveCampaign field token or hard-code the phone number here. You have many options to choose from...

Phone number (default)

Custom field

Hard-coded phone number

Enter in a phone number including the country code.

Fallback

Salesmsg will try the primary token first and if there is no phone number, then it will fall back to the secondary token.

  • %phone%, %customfield%

  • %customfield%, %phone%

  • %phone%, 561-898-9988

You can use any combination.

Separate the tokens by a comma.

Step 4: Select The Send From Number or Inbox

With this step you have a few options on where and how you want to send your texts.

Step 5: Create Your Message

Simply type in the text message you want to send and personalize it with ActiveCampaign fields.

MMS Media URL
​(.gif, .png, .jpg, .vcf)

Insert a full URL to the hosted file. Can be hard coded (static) or an ActiveCampaign merge token (dynamic).

Apply Tags

Select the Salesmsg tags you wish to apply on the ActiveCampaign contact when this message is sent.

Add Opt-Out Message

When selected this will append the following opt-out text to the end of your SMS text.

Reply STOP to end

Option #2: Salesmsg: Send SMS (Advanced) (dynamic)

This is by far the most advanced and scalable way to send outbound text messages from an Automation. Rather than sending from a specific number, you can tell Salesmsg which Inbox you want to send your text messages from using the Salesmsg Inbox ID.

This gives your campaigns a much more flexible and scalable approach when building your Automation campaigns.

To find the Salesmsg Inbox ID, head to Inboxes, select the Inbox, then goto the Inbox Settings and you'll be able to copy the Salesmsg Inbox ID.

Create a Custom Field "Salesmsg Inbox ID"

To insert the Salesmsg Inbox ID onto the contact record, then you'll want to create a Custom Property called Salesmsg Inbox ID.

If you wanted to dynamically set the Salesmsg Inbox ID property, you can do so using the Workflow action Set property value.

ActiveCampaign Token (Dynamic)

Hard-code the Inbox ID (Static)

Smart Inbox Features (Multiple Phone Number Inbox)

With Salesmsg Inboxes you can have 1 number or 100 numbers on an Inbox and with Smart Inboxes (2 or more numbers) we included some new features that enhance it even further.

Smart Inboxes features include:

  • Localmsg

  • Sticky Sender

  • Scaler

Localmsg (aka: Local Presence) will automatically match the contacts area code and send the outgoing text from the same area code (if you have the number available).

Sticky Sender is a feature for SMS and Voice Calling where all outbound customer contact comes from a single number. This 'sticky' or 'unchanging' number increases customer familiarity and trust.

Scaler is a feature distributes your outbound messaging traffic evenly across the phone numbers in your Messaging Service so that you can handle higher volumes of messages.


How to Send MMS Messages

The Media URL will allow you to send .gif, .jpg, .png, .vcf files.

Hardcoded URL

Enter a full URL that points directly to the hosted file with the proper accepted extension. (ex: https://app.salesmessage.com/images/logo-sidebar.png)

Upload Files to Content Manager (Learn More)

Upload your files to your ActiveCampaign account (Campaigns > Content Manager) and copy the URL to insert into your Media URL field within your message.

ActiveCampaign Token (Dynamic)

Hard-code the MMS URL (Static)


Frequently Asked Questions

Can I send an MMS?

You can but you must host your file online and use its media URL


Do I need to import my contacts before I start sending them messages?

You do not, once Salesmsg is connected to ActiveCampaign you can install the Salesmsg message action in your automation and start texting.

What timezone are my messages sent and received in?
Your timezone is dictated by the timezone you selected in your Personal settings. If you've never configured this, the default is the timezone that your web browser is set to.


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