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Add, edit, or remove an SMS message using the Automation Path Builder

Article: 000045849
Updated: December 13, 2023

Add an SMS message or a series of messages to a path, move messages to a different part of your path, update message content, or remove an email from a path

Email Plus IconReview your plan: Not able to access this feature? Upgrading your email plan and adding SMS marketing gives you full access to the Automation Path Builder. For more information, please see the Plans & Pricing page in your account.
 

Sending SMS messages through the Automation Path Builder gives you endless possibilities to reach the right contacts, at the right time, with personal content that has a high likelihood of being engaged with.

 

Add an SMS message action to a path

Your SMS message content may be short, but you can pack in a ton of information!

  1. From the Actions section of the Path builder, drag a Send an SMS step into your path. An SMS message action must fall below the path trigger, but it can come before or follow after any other action or rule.
    Tip: If you're sending to contacts that aren't opted into SMS, add a Conditional split Rule into your path and select the "SMS status" condition and "Subscribed" value. The Send an SMS action should be the first step in the "Yes" path.
  2. Drop the SMS message anywhere there is a plus sign. An SMS message can also be dragged from anywhere within the path to a plus sign if you want to change it's current location in the path.

    Automation Path Builder, Actions section with Send an SMS option, and drag-and-drop Send an SMS step into path
     
  3. Click the three dots on the Send an SMS step in your path, and select "Edit."

    Automation Path Builder, Send an SMS step with menu expanded and Edit option selected
     
  4. Give your new SMS message a unique name.
  5. Click Continue.

    Send an SMS overlay with Name your new SMS field, and Continue button
     
  6. Use the SMS message editor to customize your content. Your message can include a personalized name, a single URL, and emoji. Not sure what to write? Try our AI Content Generator too! Learn more.
  7. Click Save and close in the upper right-hand corner of the editor to return to the Path builder.

    SMS editor with SMS message field and sample content including a personalized first name, emoji, and URL
     

Repeat the steps for each SMS message you want to add to your path.

 

Edit an SMS message's content

If you need to make changes, it's easy to edit your SMS message.

  1. Click the three dots on the Send an SMS step in your path, and select "Edit."

    Automation Path Builder, Send an SMS step with menu expanded and Edit option selected
     
  2. Make your changes in the SMS editor. Your message can include a personalized name, a single URL, and emoji. Not sure what to write? Try our AI Content Generator too! Learn more.
  3. When you're ready, click Save and close in the upper right-hand corner of the editor to return to your path.

    SMS editor with SMS message field and sample content including a personalized first name, emoji, and URL
     
 

Remove an SMS message action from a path

When you delete an SMS message action, it can't be undone, but it's easy to add another in if you need it.

  1. Click the three dots on the Send an SMS step in your path, and select "Remove."

    Automation Path Builder with Send an SMS step in the path, and Send an email menu expanded with Remove option selected
     
  2. Click Delete to confirm the action.

    Delete the task overlay and Delete button
     


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