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:
โ
Sending an automatic text or email reply
โ
Adding contacts to a marketing list or automation series
โ
Organizing and managing keywords for different campaigns
By using Texting Keywords effectively, you can streamline communication, gauge audience interest, and automate follow-upsโall with minimal manual effort.
๐ Note: A texting subscription is required to use this feature.
Transcript
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