OptinMonster offers a seamless integration with Zapier, a web automation app. This makes it easy to use Zapier’s 500+ apps to customize how you collect, store and transmit your subscriber data. Follow this guide to learn how receive text messages of new subscribers from OptinMonster by using SMS by Zapier
- Configure Webhook Integration
- Create Zapier Action
- Configure SMS by Zapier Action
- Determine What Information is Sent to SMS By Zapier
- Test Action
- Turn On Your Zap
Create a Webhook Trigger by connecting OptinMonster to Zapier using our integration guide.
Once you’ve configured a Webhook Trigger in Zapier following our Zapier integration guide, you’ll be ready to create an Action for your Zap. Select the Continue button to begin configuring your Action.
From the Choose an Action App screen, select SMS by Zapier. Note: you may need to search for this app if you haven’t previously used it in a Zap.
Next you’ll be prompted to specify what Action should happen within SMS by Zapier. Choose Send SMS from the options, followed by the Save + Continue button on the bottom right.
Zapier will now ask you to choose or connect your specific SMS by Zapier account. If you haven’t already connected your SMS by Zapier account to Zapier, select the Connect a New Account. If you have already connected a SMS by Zapier account to Zapier, you’ll see it listed here and can choose it. Click Save and Continue.
If connecting your SMS by Zapier account for the first time, a new window will open prompting you to enter your To Number (i.e.: your number which will receive a text of the new subscriber information), and choose your “Confirm via SMS or Call”, in this case you will choose SMS. Then you will need to enter a PIN to confirm the account. To get this, click the Send PIN button.
After you get the PIN sent as a text message to your phone, type that PIN into the appropriate field.
When you’re finished, click Yes, continue, to be returned to the Action setup..
You’ll see your SMS by Zapier account available to select now. Go ahead and press the Test button to confirm the connection to your SMS by Zapier account.
With the green Success message from SMS by Zapier, you are good to proceed to the next step.
Once you select the account you want to connect for this Action, select the Save + Continue button.
On the next screen you’ll be asked to link which webhook fields are linked to which SMS by Zapier fields.
Clicking the icon will provide options for selecting the lead data from your optin when appropriate.
The first thing you will need to do is determine the From Number. This is the number which will be the “From” number on the SMS messages. In this case, you need to select Use a Custom Value.
Next, for the Custom Value for From Number. From the dropdown, select Lead Phone.
Next, you need to write a message in the Message field that will be sent as the SMS (Text) Message. This should be a mix of text and the fields received from the webhook. Like the example below, you could have something like this:
Name: [Field: Lead First Name] [Field: Lead Last Name] Email: [Field: Lead Email] Phone Number: [Field: Lead Phone]
New Lead from [Field: Campaign Title]
Name: [Field: Lead First Name] [Field: Lead Last Name]
Email: [Field: Lead Email]
Phone Number: [Field: Lead Phone]
When you’re finished connecting fields, click Continue.
Review the fields used to send the SMS message via SMS by Zapier. If you need to make additional changes, you can click the “Edit Template” link in the left sidebar to return to the previous screen. If you’re happy with your fields, click Create and Continue to send a test SMS Text to yourself.
If your test was successful, you will see a green Test Successful message and also receive a text message to your phone. Click Finish.
The final step is to turn your new Zap on!
Toggle the switch “Your Zap Is…” to ON.
You can verify everything is good by going to your site where your optin is loaded. Below you will see a test with OptinMonster’s fields completed.
After submitting all the fields for the optin, you will receive a text with your custom message.
Congratulations! You’ve now created a Zap which will send SMS Text Messages to your subscribers!
Q: Where does the lead information go?
A: In this setup, you are only receiving text messages from information received from the optin, but you are not storing the information in any type of database, Email Service Provider, nor Customer Relationship Database. To store their name, email address, and phone number, you should take advantage of OptinMonster’s Multiple Provider ability. Additionally or alternatively, you could even create another webhook to your optin if you wanted the information added to something like Google Contacts.