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How to Set up Text to Email Campaign? [Video]

  • Updated

The Text2Email feature allows users to send text messages directly to email addresses, making it easy to bridge communication between SMS-based systems and email-based systems. This feature is especially useful for sending quick updates, notifications, or support messages to customers or team members who prefer receiving email communication.

How to Configure a Text2Email Campaign

Follow these simple steps to set up and customize your Text2Email campaign:

  1. Log In to Your Account
    Access your business texting platform by logging into your account dashboard.

  2. Navigate to Workflow & Rules

    • In the menu, click on "Workflow & Rules".
    • Then, go to "Inbox Forwarding Rules".

  3. Customize the Default Rule

    • A default rule is pre-set for text-to-email forwarding. You can customize it to fit your needs.
    • Select the "All Messages Rule" to modify the settings.

  4. Choose Your Shortcode & SMS Account

    • From the dropdown menus, select the shortcode and the SMS account you want to use for this rule.

  5. Set Forwarding Email Address

    • If “Anything” is selected under message forwarding, all messages will be forwarded to the email address specified in the "Forward to Email ID" field.

  6. Customize Auto-Reply for Opt-ins

    • Edit the auto-reply message that will be sent when a subscriber opts in to your campaign via SMS.

  7. Enter Recipient Email Address

    • Enter the email address that will receive the text message content as an email.

  8. Enable Email Replies (Optional)

    • If you wish to allow email replies from subscribers, enable the "Email Reply" option. This will allow you to respond to subscribers directly from your email inbox.
      • Tip: Click here to learn how to send text messages from email.

  9. Forward Texts to a Mobile Number (Optional)

    • You can also enter a mobile number where the message will be forwarded as an SMS if needed.

  10. Edit Email and Reply Templates

    • Customize the email subject template and the email reply template for a professional and branded communication experience.
    • You can also edit the Opt-out and Help response messages.

  11. Save Your Campaign

    • After all configurations are set, click "Save" to finalize and activate your Text2Email campaign.

  12. How It Works

    Once a subscriber sends a keyword to your shortcode, the following will happen:

    • The designated email address will receive the SMS message content as an email.
    • If you’ve set a mobile number for forwarding, the designated mobile number will also receive the message as a standard SMS.

    By using the Text2Email feature, you ensure a seamless flow of communication between SMS and email, keeping your customers and team connected in the most convenient way for them. To help you get started, watch the tutorial video below for a step-by-step guide on setting up and using the feature effectively.

Watch the Tutorial Video

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