Mailchimp’s text messaging feature offers a powerful way to engage with your audience personally. By leveraging automations, you can streamline your communication efforts and deliver timely, relevant messages.
Why SMS Automation Matters
Automating your text or SMS communication saves time and creates a personal touch that enhances customer engagement. By offering timely updates, personalized messages, and efficient communication, you’re building trust and boosting customer satisfaction.
Let’s dive into how to create and use automations in Mailchimp’s text messaging:
1. Set Up Your Audience
- Create a new audience or select an existing one.
- Add subscribers manually or through integrations with other platforms.
- Ensure subscribers have opted in to receive text messages.
2. Create a New Campaign
- Navigate to the Campaigns tab in your Mailchimp account.
- Click “Create Campaign.”
- Choose “Text message.”
3. Design Your Text Message
- Compose your message using plain text. Keep it concise and to the point.
- Add personalization tags to include subscriber information (e.g., name, purchase history).
- Include a clear call to action (CTA) to guide subscribers to take the desired action.
4. Set Up Automation Rules
- Click the “Automate” button at the top of the campaign builder.
- Choose the type of automation you want to create:
- Welcome Automation: Send a welcome message to new subscribers.
- Purchase Automation: Send a confirmation or follow-up message after a purchase.
- Abandoned Cart Automation: Remind subscribers about items left in their carts.
- Birthday Automation: Send a personalized birthday message.
- Anniversary Automation: Celebrate your relationship with subscribers.
- Custom Automation: Create a unique automation based on specific triggers.
- Configure the automation settings:
- Trigger events: Define the conditions that will trigger the automation (e.g., new subscriber, purchase, specific date).
- Delay: Specify the delay between the trigger event and the message delivery.
- Segmentation: Target specific segments of your audience based on criteria like demographics or purchase history.
5. Test and Preview
- Preview the message to ensure it looks correct and includes all necessary information.
- Test the automation by sending a test message to yourself.
6. Schedule or Activate
- Schedule the automation to send messages at a specific time or date.
- Activate the automation to start sending messages immediately.
Tips for Effective Text Messaging Automations:
- Keep messages concise: Text messages should be short and sweet.
- Personalize messages: Use personalization tags to make messages more relevant.
- Test and refine: Continuously test and refine your automations to optimize results.
- Track performance: Use Mailchimp’s analytics to measure the effectiveness of your automations.
Stay Ahead of the Curve
As more businesses embrace SMS marketing, implementing automation into your communication strategy is vital to staying competitive. Start today and see how streamlined communication can improve customer relationships and business growth. If you aren’t sure how to get started or would like guidance on how to proceed, contact us, and we can help!



