Email and SMS Automation
Email and SMS automation sends the right message on the right channel at the right time. We build compliant sequences for follow-up, reminders, nurturing, and re-engagement across the full customer journey so communication is consistent, tracked, and tied to your CRM rather than sent manually.
Problems This Solution Addresses
Follow-up is manual and inconsistent
No reminders for appointments or renewals
Inactive contacts are never re-engaged
Email and SMS are not connected to the CRM
What Is Included
- Email and SMS sequence design
- Trigger-based sending tied to CRM events
- Compliant consent and opt-out handling
- Templates and messaging
- Nurturing and re-engagement workflows
- Performance tracking
Implementation Process
- 1
Map messages
We define what to send, when, and on which channel.
- 2
Build sequences
We create compliant email and SMS workflows.
- 3
Connect CRM
We tie sending to contact events and tags.
- 4
Test & launch
We test timing, consent, and opt-out before launch.
Who This Is For
Frequently Asked Questions
Can I automate both email and text in one sequence?+
Yes. We can combine email and SMS in a single workflow with channel-specific timing, consent handling, and fallback logic.
Is consent required for SMS automation?+
Yes. SMS is subject to consent, registration, and compliance requirements. We configure consent and opt-out handling as part of the build.
Ready to Build Email & SMS Automation?
Schedule a consultation to discuss your needs, or request an audit of your existing account.