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How to Use Texting Keywords
How to Use Texting Keywords
V
Written by VipeCloud Developer
Updated today

In this training session, we walk through how to set up and manage Texting Keywords to automate responses based on inbound text messages. This feature allows you to trigger actions like:

โœ… Sending an automatic text or email reply
โœ… Adding contacts to a marketing list or automation series
โœ… Organizing and managing keywords for different campaigns

By using Texting Keywords effectively, you can streamline communication, gauge audience interest, and automate follow-upsโ€”all with minimal manual effort.

๐Ÿ“Œ Note: A texting subscription is required to use this feature.

Transcript

0:01

hello everybody my name is Drew and

0:05

today we're going to talk about texting

0:09

keywords so what are texting

0:11

keywords well they are automations that

0:15

you can set up so that if one of your

0:17

contacts sends an inbound text that that

0:21

contains a word whether it's just that

0:23

word or it's found anywhere within the

0:25

text body you can make some cool things

0:29

happen and it can be a very powerful

0:32

automation tool that you can use for

0:34

your business so as a couple of examples

0:38

of how you could use this for instance

0:40

you could set a keyword to the words te

0:45

sales guide and when somebody sends in

0:49

sales guide they'll automatically

0:51

receive a text response that includes a

0:54

link to an email template that you have

0:58

created or actually say an email

1:00

template landing page that you've

1:02

created that contains that sales guide

1:05

that they are interested in or you could

1:07

also use something like sales promo as a

1:13

keyword that they send that in they'll

1:16

automatically be added to a contact list

1:19

that is used as a uh VIP Marketing

1:23

Communications list that will they'll

1:25

receive special emails from you that

1:28

contain special deals and things like

1:31

that which um which they're they're

1:33

interested in and of course anything

1:36

like this can also just help you to

1:40

gauge what the interest is with your

1:42

audience the things that they uh that

1:44

they find compelling and so you can also

1:46

really uh and also you might be

1:48

surprised sometimes who these people are

1:50

that uh that opt in for things or engage

1:53

with these you might also find that

1:55

texting like this is something that your

1:57

audience is really receptive to

2:00

so let me go ahead here and share my

2:03

screen and show you how to create this

2:06

because it's actually quite simple to

2:08

create these uh these keywords so it's

2:12

really all about uh just the ideas

2:14

behind them and creating the

2:17

content so um naturally this does

2:20

require a texting

2:22

subscription so if that's something you

2:25

haven't done go ahead uh create your

2:27

texting subscription create a number

2:30

um reach out to us if you're unsure of

2:32

how to do that because this is a feature

2:35

that is for texting

2:38

subscribers so you'll find this under uh

2:42

under

2:44

Automation and in the left sidebar you

2:46

click on Automation and then you click

2:49

on text

2:51

keywords in the in the automation

2:53

sidebar under the workflows section so

2:56

you click on that

3:01

and now you'll see a list of all your

3:03

texting keywords you'll notice that some

3:06

there's going to be a bunch all righty

3:09

here and they're going to be the opt out

3:13

and un optout keywords because these are

3:17

ones that are um like regulations

3:21

require that you have these like of

3:22

course stop being the classic one for

3:25

people to opt

3:26

out but what we're talking about here

3:29

are these custom ones that you can

3:30

create so you click on the green create

3:33

button in the upper right corner to

3:36

create a new

3:37

one you'll uh say what the keyword is so

3:42

this case let's just say h spring

3:48

Chromo next you have to so this is going

3:50

to be the the keyword that that your

3:53

people can send in to trigger the

3:56

automation next you can see process if

3:59

and we have a toggle here between two

4:02

choices one of them is whether it's

4:06

going to be the entire inbound text that

4:08

matches the keyword that will trigger

4:10

this or if the keyword be found anywhere

4:14

within the inbound

4:16

text like nine times out of 10 you're

4:19

going to want this to be the entire

4:21

inbound text that matches the keyword so

4:24

if if it's a very very uh specific

4:28

keyword that people wouldn't naturally

4:30

use in a

4:32

sentence uh unless they're really going

4:34

out of the way to say this then you

4:36

might be able to get away with this

4:37

keyword is found anywhere within the

4:39

inbound text so what this means like uh

4:42

if somebody says

4:47

like uh hey I'm interested in the spring

4:50

promo that might not necessarily mean

4:52

that they actually are looking to uh

4:55

like they're like they're sending this

4:56

message to you um specifically because

4:59

they were prompted to send the keyword

5:01

it might just be something that they're

5:03

naturally um just inquiring

5:07

about um and so but this keyword would

5:11

be triggered

5:13

if if we have this chosen of keyword is

5:16

found anywhere within the inbound text

5:19

whereas if it's entire inbound text

5:22

matches the

5:23

keyword then what you specify here must

5:26

be the entire message that you were that

5:29

that's

5:30

received moving along we've got keyword

5:33

action and here's where we decide what

5:36

happens when this keyword is

5:39

received so we've got a bunch of options

5:41

here like Trigger text

5:44

reply so here you can select any of your

5:48

uh text

5:49

templates and you can also go down here

5:52

and set any kind of delay that you might

5:54

want to have or also if you want this to

5:57

only be sent uh within certain hours of

6:00

the

6:01

day you can choose that right

6:05

there now you can also in use this

6:08

option right here instead of selecting

6:10

text template you can select simple

6:13

reply and here you can just simply draft

6:18

what message you want people to receive

6:20

when they fill out this keyword or when

6:23

they send in this keyword so this allows

6:26

you to not need a text reply or sorry a

6:29

text template in order to use

6:32

this we've also then we can choose down

6:35

here trigger email reply and as you can

6:38

see in these parentheses contact must

6:39

have email

6:42

address uh because naturally um just

6:45

because somebody is sending you a text

6:46

doesn't mean that VIP Cloud necessarily

6:48

knows what their email address is but if

6:50

they on their contact record have the

6:53

mobile number that is sending in this

6:56

keyword and we have their email address

6:58

on that contact record

7:00

then you can

7:01

choose a u an email template that'll be

7:05

sent to them when they texted this

7:09

keyword we've got add to

7:12

Series so what this means is that when

7:15

somebody sends in a text keyword it'll

7:17

send them a multi-step

7:20

series uh which could be like a whole

7:22

nurturing campaign that they might

7:24

receive anything where there's multiple

7:26

steps there go ahead and make a a series

7:28

template for that

7:30

and they'll they'll receive it now of

7:33

course

7:34

remember that just like before with the

7:36

text templates if they're G emails you

7:39

need to make sure that anybody that's

7:42

texting this in has already had their

7:44

email address associated with their

7:46

texting

7:48

number remove from series uh this is

7:52

quite handy if when people send in a

7:55

tech in a a keyword you want them to

7:57

stop receiving and a uh a series that

8:00

they're currently

8:03

receiving and then lastly I'm a big fan

8:05

of this one add to contact list which as

8:08

you can see in parentheses here it'll

8:10

trigger an automation if this uh is

8:13

associated or if you have a if you have

8:16

an automation associated with contacts

8:19

being added to a contact list you can

8:21

have something else take place there so

8:25

let's just uh choose a

8:29

a contact list here so this is kind of

8:33

like this is how you could use that

8:36

example um that I gave earlier uh people

8:40

send texting in Spring promo therefore

8:43

you're going to put them on some kind of

8:46

VIP uh marketing list where they get

8:49

special deals or something along those

8:51

lines um this is how you could make

8:53

something like that happen they they

8:56

text us in therefore they get put on

8:59

that contact list and perhaps uh you

9:02

have an autoresponder associated with

9:03

that contact list so that they um that

9:07

they might maybe they they could receive

9:09

a notification saying great thank you so

9:12

much for texting this in you've been

9:14

added to this

9:16

list so there's a lot of cool

9:19

automations that can take place based on

9:24

these uh these keywords being set up

9:27

let's just walk through a little bit of

9:28

what you can see on this page so first

9:32

of all we've got a filter here that can

9:36

be used to filter these down to uh

9:41

different keyword types like opt out or

9:45

remove from series or things along those

9:48

lines add to series you can also filter

9:52

um based on if it's alphabetical or

9:55

create date or update date things along

9:57

those lines with this that other drop

9:58

down

10:01

and when you hover over each

10:03

keyword you can then choose to edit the

10:06

keyword like if you want to change what

10:09

they receive when they send in this

10:12

keyword you're able to do that right

10:14

there and there's also a delete button

10:18

uh with a little Trash Can again when

10:19

you hover over the row you can delete

10:22

any keywords that

10:28

way awesome

10:30

well that's about it as you can see it

10:34

is a it's pretty simple and

10:36

straightforward to create these keywords

10:39

the bulk of the work is going to go into

10:42

the ideas behind them creating any

10:45

content that you need people to receive

10:48

and um and just managing them basically

10:52

so of course if you have any questions

10:54

about any of this by all means reach out

10:56

to us we are more than happy to help

10:58

thank you so much

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