Creating an Automated TXT Out
Set up TXT Outs that send automatically on a recurring schedule, triggered by date-based conditions in your contact data.
Automated TXT Outs let you send TXT messages to contacts based on dates or lifecycle events — without having to manually send each time. Common uses include:
Sending a birthday TXT
Following up with a contact a set number of days after a purchase
Notifying a contact before their subscription expires
Sending a welcome TXT when a contact joins, with follow-ups one and two weeks later
Creating an Automated TXT Out
When you create an Automated TXT Out you are taken to the Automated TXT Out Dashboard. From here you can step through the wizard:
Content and Preview
Filter
Dedupe
Recurrence
Activate
An Automated TXT Out will not run until it has been activated. Once activated, the dashboard updates to include reporting and a history of runs. To make changes, deactivate it first.
Use Run Now to trigger the Automated TXT Out immediately outside of its schedule.
Content and Preview
Content and Preview works the same way as for a standard TXT Out. Write your message, add merge fields, and include a STOP opt-out instruction if required. Use the preview function to check merge fields against database contacts.
See TXT Message Guidelines for guidance on when a STOP message is required.
Filter
The filter for an Automated TXT Out works similarly to a standard TXT Out filter, with the addition of a When Filter.
When Filter
The When Filter lets you target contacts based on date fields using relative operators, for example:
5 days after Purchase Date
2 days before the anniversary of Birthdate
Anniversary options ignore the year part of a date. This means the Automated TXT Out will send each year on the correct day and month, regardless of the year in the database.
The Filter and the When Filter work together as an AND condition — both must be true for a contact to be included.
Example: Filter — City = Auckland, When Filter — 2 days before the anniversary of Birthdate. This will only send to contacts in Auckland, two days before their birthday.
Use the preview function to test your filter logic by selecting a date and clicking Refresh.
Automatically excluded contacts
As with standard TXT Outs, contacts flagged as GNA or who have opted out are automatically excluded. Contacts are marked GNA when three consecutive TXT messages to their mobile number fail to deliver.
Dedupe
The Dedupe screen removes duplicate contacts from each run of the Automated TXT Out. Duplicates are calculated at the time the Automated TXT Out runs, not when it is set up.
Select the field or fields that indicate a duplicate. To prevent duplicates in your database, set Unique Fields under Database > Edit Database Fields.
Recurrence
Set how often the Automated TXT Out should run — for example, daily, weekly, or monthly.
Activate
Once you are satisfied with your setup, activate the Automated TXT Out. The dashboard will update to show reporting and a run history.
To make changes after activation, deactivate the Automated TXT Out first, then edit and reactivate.
TXT Out Projections
Once your Automated TXT Out is active, the TXT Out Projections section shows how many messages are expected to be sent on future dates. Click on a date to see the projected send count for that day.
Projections are estimates based on current data. The actual number sent may differ if your database changes before that date.
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