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Creating SMS messages

Updated in the last hour

Overview

You can send SMS (text) messages through Twilio's destination.

📘 Good to know

Before you can send messages to your mobile audience, you’ll need to set up a Twilio account.

Refer to Twilio on how to connect it to Intempt.

To ensure your messages reach the right users, you must store users' phone numbers as attributes. You’ll point to this attribute within the destination configuration, which will be used as the default phone number field when sending messages within journeys.

Steps to start sending messages

  1. Set up your Twilio account

  2. Create a Twilio destination

  3. Store your users' phone number(s) as attributes

  4. Set up a message

  5. Create a journey and use the message

Creating SMS messages

You can create an SMS message directly from a Journey once you add an SMS action.

Alternatively, you can create SMS messages from the Journeys section -> Messages tab.

SMS editor

The information below provides an overview of each section in the SMS editor.

  1. Users/accounts. Switch between user and account levels. Depending on your selection, you can select user or account attributes in the dropdown below.

  2. Filter by. Filter users or accounts based on a selected attribute's value, e.g., location, email etc.

  3. Results. Users or accounts that match the specified filter criteria will be displayed under the "Results" dropdown. Select the user or account for the "Attributes" section to appear.

  4. Attributes. A list of all attributes for a selected user or account. Selecting the blue plus icon will insert the variable into the message body.

📘 Good to know

Ensure that before clicking on the icon, you select a specific place in the message where the variable should be inserted.

5. Message body. Here, you need to enter the text of the SMS message.

6. Add variable. This opens a modal to add the user's or account variable (like the first name). This is the same action as the plus icon under the "Attributes" section, but does not require filtering, presenting all variables in a single list.

📘 Good to know

We recommend using the approach in step 5 if you are unsure of which attribute to use (if values exist and how they will be displayed).

7. Message preview. This displays how the end user's device will render the message. Note that if no user is selected in the "Sample data" section, you will only see variables instead of actual user values.


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Send a test SMS

You can test how the SMS will render on the actual device by using the "Send test SMS" option.

To send the Test SMS, you must select your Twilio destination and the test user's phone number.

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