Do you want to automatically send a text message to your new leads? It’s simple with OptinMonster’s Zapier integration. This doc will guide you through setting up automated text messages for your new subscribers.
- Configure Webhook Integration
- Create Zapier Action
- Configure Twilio Action
- Setup What Information Is Sent to Twilio
- Test Action
- Turn On Your Zap
Step 1 – Configure Webhook Integration
Create a Webhook Trigger by connecting OptinMonster to Zapier using our integration guide.
Step 2 – Create Zapier Action
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.
Step 3 – Configure Twilio Action
From the Choose an Action App screen, select Twilio.
Next you’ll be prompted to specify what Action should happen within Twilio. 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 Twilio account. If you haven’t already connected your Twilio account to Zapier, select the Connect a New Account.
If connecting your Twilio account for the first time, a new window will open prompting you to enter your Account SID and Auth Token from your Twilio account and confirm Zapier can access your account. To get this values, login to Twilio, and go to your Home Menu and then sub-menu Dashboard.
Copy and paste those values into their respective fields in your Zapier popup.
Once added, click Yes, continue to be returned to Action setup.
You’ll see your Twilio account available to select now. Go ahead and press the Test button to confirm the connection to your Twilio account.
Clicking the pencil icon next to your account’s name will allow you to rename the account. This can be helpful if you need to connect more than one Twilio account to your Zapier account.
Once you select the account you want to connect for this Action, select the Save + Continue button.
Step 4 – Setup What Information Is Sent to Twilio
On the next screen you’ll be asked to link which webhook fields are linked to which Twilio fields.
Clicking the icon at the top right of the fields will provide options for selecting the lead data from your campaign when appropriate.
The first thing you will need to do is determine the From Number. This is the number associated with your Twilio account for SMS messages. Select from your list of Twilio numbers here.
Next, you should configure the To Number to connect to the Lead Phone gathered in the OptinMonster Webhook.
Additionally, you need to write a message in the Message field that will be sent as the SMS (Text) Message.
When you’re finished connecting fields, click Continue.
Step 5 – Test Action
Review the fields used to send the SMS message via Twilio. 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. Click Finish.
Step 6 – Turn on Your Zap
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 campaign is loaded. Below you will see a test with OptinMonster’s Phone Field is available.
After submitting all the fields for the campaign, you will receive a text with your custom message.
Are you looking to send yourself a text message whenever you receive a new subscriber? Check out our guide on how to receive text messages of new subscribers using SMS by Zapier.
Q: Where does the lead information go?
A: In this setup, you are only sending text messages to the phone numbers entered in the campaign, but you are not storing the information. To store their name, email address, and phone number, you should either setup additional actions related to Twilio, or better yet, you can take advantage of OptinMonster’s Multiple Provider ability. Additionally, you could even create another webhook to your campaign if you wanted the information added to something like Google Contacts.