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Text 2 JOIN

  • Updated

How to Set Up a Text-2-Join Campaign

The Text-2-Join campaign allows businesses to grow their subscriber list by letting users join via a keyword sent to a designated text number. You can configure how contacts are collected and where leads are forwarded.

📍 Navigation

  1. From the left-hand menu, go to WorkFlows & Rules.
  2. Select Create Text-2-Join Campaign.

📝 Step-by-Step Setup

1. Text Number

This is the number participants will text to join your list. It’s usually pre-filled if you have an active number.

2. Select SMS Account

Choose the account under which this campaign is being created.

3. Campaign Name

Enter a unique name to identify your campaign internally.

4. Text-2-Join Options

  • Single Opt-In: Contact is added after first message.
  • Collect Data: Request additional information like name or email.
  • Double Opt-In: Contact must confirm opt-in by replying "YES" or similar.
  • List Only: Only used to segment existing lists.

5. Keyword *

Define the keyword users must text in order to join the list (e.g., JOIN, START).

6. Message

This is the auto-response users receive upon sending the keyword. Example: "Thanks for your entry. Reply STOP to quit. Msg & Data rates may apply."

📧 Lead Forwarding Options

• Forward Lead Email Address

Enter up to 3 email addresses that should receive the lead information once someone joins.

• Forward Lead to Mobile

Add mobile numbers (up to 50) to receive SMS notifications when a new user joins.

• Subject Template

This will be the subject line of the lead alert email. You can include variables like %MOBILE%.

• Email Template

Customize the body of the email notification. Use tags like:

  • %MESSAGE% – Incoming user message
  • %MOBILE% – User’s mobile number
  • %history% – Full interaction history

💾 Save & Activate

Once all required fields and optional lead forwarding settings are complete, click the red SAVE button. Your campaign is now ready to receive opt-ins via SMS keyword.

💡 Tips for Success

  • Use clear and short keywords for better recall.
  • Set up email forwarding if your team needs instant lead notifications.
  • Include opt-out instructions for compliance: “Reply STOP to unsubscribe.”
  • Test the full workflow before publishing to ensure responses and lead capture are working properly.

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