Automate your marketing via SMS Autopilots

Once you're approved to send SMS messages to your customers, you can start setting up your autopilots!

This feature is available with the following subscription plans. Merchants not on one of these plans will be automatically upgraded
  • Pro
  • Expert

Before setting up, ensure you've already created an SMS account in the dashboard by clicking the gear icon on the left, then selecting "Create an Account." Once your account is approved, your account manager will notify you.

SMS marketing regulations are quite specific, and compliance requires that your customer:

1) receives a text asking for their permission to send future messages

2) responds directly to that message to give their consent

We have built a quick and easy template so that this can happen automatically, whenever a customer provides their phone number.

The following autopilots may already be enabled when you sign up for SMS, but if it is not, please follow these steps to set it up!

  1. Begin on your Autopilot section 
  2. ClickScreenshot 2024-07-31 at 11.50.23 to view the dropdown 
  3. Choose to create from an existing template Screenshot 2025-01-21 at 19.03.42
  4. Select SMS SenderScreenshot 2025-01-21 at 19.06.02
  5. Activate the flight Screenshot 2025-01-21 at 15.23.28
  6. Edit the flight name
  7.  Click the pencil icon in the 'Send SMS' action box  Screenshot 2024-08-15 at 18.48.45
  8. Edit the body of your SMS 
    Screenshot 2025-01-21 at 19.22.29
  9. Click 'Submit' to save the message Screenshot 2024-02-07 at 12.30.03 PM
  10. Click 'Save Flight' to save changes Screenshot 2025-01-21 at 19.28.46

Activate an SMS Welcome Series Autopilot for your First Purchase Promotion coupon

  1. Ensure a first-purchase promotion has already been chosen
  2. Click (+) at the top right of the Autopilot section to choose another template. This time, select the template that corresponds to your first purchase promotion, such as the "SMS Welcome Series: $10 OFF $30" template, if it matches your coupon
  3. Similar to the first autopilot, this series has already been set up for you. It will send three texts, spaced five days apart, to your new customer. The aim is to "strike while the iron is hot" and encourage them to place their first order while it's still fresh in their mind
  4.  You can adjust the wording of the messages if you'd like, but feel free to leave them as is if you're satisfied with the content. Toggle 'Flight is on' and save your changes

Congratulations! Your SMS marketing automations are ready to go!

Please note that there is an additional cost for SMS campaigns.  Each SMS message sent incurs a charge of 1.8 cents, which will be billed to your account.