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How to Automate SMS Follow-Ups to Boost Engagement

Imagine you’ve just captured a new lead from your landing page. They filled out a form but haven’t yet taken the next step, like scheduling a consultation or making a purchase. You know that a timely follow-up could be the nudge they need, and that’s where automated SMS follow-ups come in. Let’s walk through how you can set this up on Hypergains.io

to keep your leads engaged.

Step 1: Define Your SMS Trigger

  • Click on “+ Create Workflow” and choose "Start from Scratch"

  • Click on "Add New Trigger" and choose a trigger. (ex. From Submitted)

Step 2: Create a New Funnel in Hypergains.io

  • Once you have saved your trigger, click "+" to select an action.

  • Find and select "Send SMS" in the Action section.

  • In the SMS editor, draft a friendly message. For example:

    “Hi [First Name], we noticed you haven’t scheduled a consultation yet. Feel free to click here to pick a time that works for you! [link].”

  • Personalize it with dynamic tags like the lead’s name, so it feels more tailored to them.

Step 3: Set Time Delays

  • After adding your SMS action, click on “+" below you SMS action.

  • Find and select "Wait"

  • Set a delay for a few hours or even a day, depending on the nature of the lead’s interaction. For example, if they filled out a form, sending an SMS 3 hours later is a good window to stay top of mind without being pushy.

Step 4: Add Additional Conditions

  • In the automation builder, add a “Condition” like “If Appointment Not Booked” or “If No Response in 24 Hours.”

  • This ensures only leads who haven’t taken the next step will receive your SMS.

Step 5: Test and Launch

  • Use a test lead profile to trigger the form submission or action.

  • Make sure the SMS is received at the right time with the correct personalized details.

Step 6: Monitor Performance

  • Head to the Analytics section to see how well the SMS follow-ups are performing.

  • If needed, adjust the message copy, timing, or even add more follow-ups to keep your leads engaged.

Helpful Tips

  • Use Personalized Messaging: Include dynamic tags like the recipient's name to make the SMS feel personal. A personalized message increases the likelihood of engagement compared to a generic one.

  • Time Your SMS Wisely: Don't send follow-ups too soon after the lead's action. Set delays of a few hours to a day to ensure the message feels timely but not intrusive. Timing can make all the difference in engagement rates.

  • Keep It Short and Clear: SMS messages have limited space, so keep your follow-up short and to the point. Include a clear call to action, like booking an appointment or visiting a link, to drive the next step.

  • Segment Your Audience: Send relevant SMS follow-ups based on lead behavior or preferences. Segmenting your audience helps ensure the message resonates with the recipient and increases the likelihood of engagement.

  • Monitor and Adjust: Track the performance of your SMS campaigns, including open rates and responses. Continuously optimize your messages based on data, and test different times, wording, and calls to action to improve results.

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