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Send SMS

Use automated messages to connect with your audience
This article shows you how to set up an SMS automation. Each time a specific event occurs, your funnel sends out an SMS message.
It's a three-step process:
Note This feature is available for members with a paid account. It's not possible to set up or send SMS messages with a Funnelish free trial account.

Set a sending number

Open a funnel and click the Funnel settings icon in the bottom left corner of the page. Scroll down the page to the SMS settings heading and click the tile.
If this is your first time on this page, you'll notice the balance is zero (see below to top up your SMS account). You should first click the Sending number field and select the default Shared phone number option.
The free option generates a dynamic number based on your location (e.g. a customer in the US gets one number and a customer in the UK gets a different number). Location-based dynamic numbers are cheaper for our customers (on a cost per SMS sent) and improve your chances of successful message delivery.

Buy a unique number

If you want to send SMS messages from the same number (say for branding purposes), there's an option to buy (well, actually rent) a phone number.
Click the Buy a number button. On the next page, click the field and select your sending country. Then scroll down the list, select a number, check the monthly fee, click Buy, and complete the purchase.
If you do buy a number (again, it's optional), go to the Sending phone number field and replace the shared number with your unique sending number.

Review sending prices

Sending SMS messages does incur a fee. To see a list of approximate costs (these are estimates based on recent data), click the SMS sending prices link.
The next page shows the estimated cost of sending SMS messages by country.

Add funds to your SMS budget

Everybody starts with a zero balance, so you'll need to add funds to your SMS account if you want to send messages.
Click the Top up button at the top of the SMS settings page and then choose how to add funds. There are two options: automatic top up and one-time payment.
Note When you add funds to an SMS sending account, Funnelish automatically charges the fees to the payment method in your account (see Account settings > Billing).
Automatic
Automatically add funds when the balance falls below a minimum amount. Click the fields and select an option to set the top amount (e.g. $20) and the minimum balance (e.g. $10). To stay within a budget, click the never exceed field and select a cap on the drop-down menu to limit monthly spending (e.g. $100).
  • If you choose this option, be sure to switch on the toggle to enable auto top ups.
One time payment
If you're new to SMS as a digital marketing tool, this might be a good option. Add funds to the SMS account one time and start sending messages. When the balance hits zero, your funnel stops sending messages, and no funds are added to the balance until you make a new payment or set up an auto top up.
To make a one time payment, confirm the top up toggle is switched off and click the Make a one time payment link. On the next page, select an amount and click Top up.

Create an automation

Now that you've completed the necessary background work, the next step is to create your message and trigger.
  1. 1.
    Open a funnel and click the Funnel automations icon in the bottom left corner of the page.
  2. 2.
    Click the Create a new automation button.
  3. 3.
    On the next page, click Start from scratch > Create. The automation canvas displays.
  4. 4.
    Click the plus (+) icon.
  5. 5.
    On the next page, click Sending options and then Send an SMS.

Enter a message

After you click Send an SMS, a dialogue box displays. Type your message in the field. You can also add dynamic content, like the person's first name. That's optional. To add dynamic content, click the {···} icon and select a value on the drop-down menu. Once complete, save your message. Finally, add a trigger, and your SMS tool is ready to go.
Some recommendations and notes.
  • Keep your message under 160 characters. This number includes dynamic content or links inside the message.
  • If your message is more than 160 characters, the delivery system breaks the message into two (or more) separate parts. Try to avoid this situation. It doesn't deliver a good user experience, and you get charged for each separate message.
  • Add the phrase STOP to opt-out to your message. Some mobile carriers require this option. If this opt-out option is not present, some carriers may not deliver your message. Note that this stop phrase counts towards your 160-character limit.
Troubleshooting
If you can't generate an SMS message, make sure you're on a paid plan. The SMS feature is not available to users with a free trial account.