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How to combine Email and SMS in Automation

Using AVADA email and SMS together allows you to communicate directly with your customers via multiple channels. These channels have different advantages and disadvantages, which you need to be conscious of when developing your content strategy.

In this guide, let's see the strategies for using both email and SMS channels in an automation workflow , and tips for how to implement these strategies.

How to collect subscribers for email and SMS

Before you start sending an automation campaign with both email and SMS, you need to make sure that your subscribers on both channel gave consents to receiving them. A campaign sent without agreement from recipients can lead to a high unsubscribe rate, bad sending reputation, and even legal fine based on the law.

Email and SMS consent are separate with different laws for countries, so you must collect each individually. With SMS, you have to include copy that explicitly states that when a person sign up, he/she consents to receive SMS marketing messages from your store. With email, you can collect consent via your website's signup forms.

Below is a picture of an AVADA form with GDPR compliance, letting subscribers choose to give consent through a checkbox before subscribing.


How to set up AVADA SMS compliant with TCPA/CTIA
How to set up GDPR Compliant

How to combine email and SMS in automation

A quick note before you start creating, you should prioritize your SMS subscribers when messaging both channels. While email subscribers are important and should not be overlooked, providing a phone number is more personal than sending an email. As a result, it is usually preferable to treat SMS subscribers with greater care and preference, especially with their consent.

Here is you can create a workflow that includes both emails and SMS with AVADA.

Step 1. Create a new workflow

Go to Automation and click on the New workflow button.

Step 2. Choose a Blank template

Choose Blank template to freely create your automation workflow.

Step 3. Choose an event

Choose an event for your automation workflow. For example, click on Abandoned cart and then the Next button.

Step 4. Insert email and SMS with your own logic

When the automation workflow is generated, you just need to drag email and SMS elements into your automation as you like. I wanted to create a classic workflow - the cart abandonment automation. In that logic, I added one email and one SMS:

A reminder email to remind the visitors about the abandoned cart.
An SMS to remind the visitors about the cart one day later and urge them to check out before the cart expires.

You can see the result in the image below.

Tip: To avoid sending too many SMS messages, we recommend following up on SMS messages via email. Keep track of what you offered via SMS and email so that your reminders are relevant. Separate the email and SMS with a time delay (e.g., two days) and then, if applicable, a split to see if they have already completed the desired action (e.g., placed order).

Examples of email and SMS automation combination

Below is some AVADA automation templates that you can use right the way to combine SMS. Often, an email is sent first then followed by an SMS in these workflows because the SMS requires higher consent.

1. A Welcome subscriber automation workflow

Give a warm welcome to your new subscriber with both email and SMS to make sure they check out your email.

2. Shipping confirmation automation workflow

Send shipping confirmation by email and SMS to make sure your customer won't miss this important information.

3. Birthday celebration automation workflow

Celebrate your customer's birthday by email and SMS to let them know you have some special presents for them.

Related: How to send SMS Automation in AVADA

Updated on: 06/09/2021

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