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SMS Opt-in Automation

The SMS Opt-in automation helps build your SMS marketing database by encouraging guests to opt into text message communications for special offers, updates, and exclusive deals.

Overview​

Purpose: Grow SMS subscriber list and establish direct communication channel with guests.

Trigger: Multiple entry points including post-checkout, email opt-in, and website signup.

Channels: Email, SMS confirmation, website popups.

Setup Instructions​

  1. Navigate to Automations in your SendSquared dashboard
  2. Click + Create New Automation
  3. Select SMS Opt-in from the template library
  4. Configure the automation with the following nodes:

Step 1: Configure Trigger Options​

  1. Select multiple Entry Points:
    • Post-stay survey completion
    • Email opt-in checkbox
    • Website popup engagement
    • Booking confirmation page
    • Check-in WiFi portal
  1. Configure Legal Compliance rules:
    • TCPA compliance (US)
    • GDPR compliance (EU)
    • Double opt-in verification
    • Easy opt-out mechanism

Step 3: Create Value Proposition​

  1. Design Incentive Offerings:
    • Welcome discount code
    • Exclusive SMS-only deals
    • Early access to promotions
    • Last-minute discounts

Email Template (SMS Signup Invitation)​

Subject: Get exclusive deals via text - Sign up now!

Dear [Guest Name],

Want access to our best deals and last-minute offers? Join our SMS list!

SMS SUBSCRIPTION BENEFITS:
• 15% welcome discount code
• Early access to seasonal promotions
• Exclusive SMS-only flash sales
• Last-minute availability alerts
• VIP member updates

Why join our SMS list?
✓ No more than 4 messages per month
✓ Opt out anytime with simple "STOP" reply
✓ Never share your number with third parties
✓ Get deals before they sell out

Sign up methods:
1. Reply to this email with your mobile number
2. Text JOIN to [Phone Number]
3. Sign up online: [Link]

Upon signup, you'll receive:
• Welcome discount code: 15% off
• First exclusive offer within 48 hours
• Access to members-only promotions

Limited time: Next 50 subscribers get an extra 5% off!

Best regards,
[Marketing Team]
[Company Name]

P.S. By subscribing, you agree to our [Terms & Conditions] and [Privacy Policy]

Website Popup Template​

🎯 EXCLUSIVE OFFER: Join our SMS VIP Club

Get 15% OFF your next stay INSTANTLY!

📱 Join thousands of savvy travelers who save with our text message deals.

Benefits:
• Flash sales alerts
• Last-minute deals
• Seasonal promotions
• Local event discounts

⏰ One-time offer: +15% off for first 50 signups

[Phone Number Field]
[Submit Button]

No spam, just savings. Max 4 texts/month. Unsubscribe anytime.

[Privacy Policy] | [Terms of Service]

Double Opt-in SMS Confirmation​

Welcome to [Company] SMS! Reply Y to confirm your subscription and receive:
• Instant 15% discount code
• Exclusive member offers
• Early access to deals

Reply STOP to cancel. Msg frequency: max 4/month. Rates may apply.

Welcome SMS Sequence​

Welcome SMS (Immediate)​

Welcome to [Company] SMS VIP Club! Your 15% discount code: SMSV15. Use online by [Date]. View our newest properties: [Link] Reply DEALS for current offers.

3 Days Later​

VIP Alert: [Property Name] just reduced for [Dates]! Was $[Original], now $[New price]. Book before it's gone: [Link] .

7 Days Later​

Exclusive SMS offer: Book any stay in [Month] and get:
• Free upgrade to premium unit
• Late checkout included
Use code: SMS7DAY. Valid 48hrs only.

Opt-in Incentive Variations​

Seasonal Offers​

🌴 Summer Preview: Join SMS for early access
• 25% off summer bookings
• Pool-view upgrades
• Free beach gear rental

Text JOIN to [Number] by 5/31

Loyalty Program Integration​

LOYALTY BOOST: Text subscribers earn 2X points!

Current points: [X]
With SMS: Double on every stay
Bonus: 500 points upon signup

Join now: Text LOYALTY to [Number]

Last-Minute Deals​

🚨 URGENT DEALS: Last-minute availability alerts

Stay in the loop for:
• Tonight's empty vacation homes
• Weekend drop-out discounts
• Travel disruption solutions

Text LASTMIN to [Number] for instant alerts

Compliance Templates​

Opt-out Instructions​

To unsubscribe from [Company] SMS:
• Reply STOP to any message
• Text STOP to [Number]
• Click unsubscribe: [Link]

You'll receive a confirmation and no future texts.
Subject: SMS Subscription Confirmed

Dear [Guest Name],

Thank you for joining our SMS program!

Confirmed Details:
• Phone number: [Number]
• Subscription date: [Date]
• Welcome discount: SMSV15 (15% off)

What to expect:
• Maximum 4 messages per month
• Exclusive deals and offers
• Early access to promotions
• Last-minute availability

Managing your subscription:
• Reply STOP to any message to unsubscribe
• Update preferences: [Link]
• Contact us: [Phone] or [Email]

Your privacy is protected according to our [Privacy Policy].

Welcome to exclusive savings!

[Marketing Team]

Best Practices​

  • Always provide clear value proposition
  • Keep frequency modest (max 4 messages/month)
  • Make opt-out process simple and obvious
  • Use welcome incentives immediately
  • Segment lists by preferences and behavior
  • Personalize messages when possible
  • Monitor opt-out rates and feedback
  • Test different signup incentives
  • Include clear opt-in consent language
  • Provide double opt-in verification
  • Enable simple opt-out mechanism
  • Never share subscriber data
  • Maintain opt-out records
  • Age-verify subscribers (13+)
  • Provide clear privacy policy
  • Honor marketing preferences

Measuring Success​

Track these metrics:

  • Opt-in conversion rate by source
  • Welcome offer redemption rate
  • Unsubscribe rate per campaign
  • Revenue per SMS subscriber
  • Message engagement rates
  • ROI on SMS promotions