How do I send texts automatically with Twilio?

The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan

Carriers like AT&T and Verizon, and services like iMessage and WhatsApp, don't let you automate sending text messages with their services, but with Twillio you can. With Cloze Campaigns you can automatically send text messages using Twilio, Dialpad, or RingCentral. 

As a first step, you will connect Twilio to Cloze to link your Twilio texts to your contacts' timeline history. There’s no manual logging -- it is all automatic. All Twilio texts are logged in real-time within Cloze. This connection will also let you trigger sending texts from Cloze. 

Twilio also lets you forward both texts and calls to your real phone number. 

Lead Follow-up Example

Below is an example of how a follow-up Campaign can be triggered automatically based on a specific lead source. In this Campaign, Cloze automatically sends a text using Twilio, then waits a couple of hours, and then sends follow-up via email. The Campaign will continue sending another automatic email text with Twilio and other steps until it completes. 

Because Cloze automatically tracks calls, meetings, texts, and emails Cloze will also smartly stop this campaign if a reply is received or a future meeting is booked. This ensures the Campaign never sends an automated email when you just talked with them. 

When the lead source is set (in this example to "Open House"), the Campaign triggers. 

The Cloze Campaign automatically sends the text via Twilio. 

The full conversation, including replies syncs into the Cloze timeline. 

For iPhone users, the Cloze Call and Text Sync App for iOS will automatically log any text messages. If you are using an Android Cloze has you covered too

Getting Started with Auto Sending Texts with Twilio 

Below you will find the "Take Action" campaigns settings for Auto Send Text:

  • Text Details
  • Sending Details
  • Timing
  • Recipient Tags

Auto Send Text Campaign "Take Action" Settings.

Tap on the + icon and select Auto Send Text.

Text Details

Text Template

You must connect a Twilio (or Dialpad or RingCentral) account to send text messages automatically.

Using a placeholder

If you have not yet created a template you can use a placeholder instead. You can then return to the placeholder template to add your content at a later time. This is helpful when you are sketching out a campaign, but haven't yet created all of the content. 

Sending Details

Fallback to Non-Mobile Number

If no mobile phone number is available, Cloze will try to send the text to a number that isn't marked as mobile in their contact profile. Here are step-by-step instructions on how to classify a number as mobile

Timing

You can control when the text is automatically sent. 

Send During Work Time

Toggle on "Send During Work Time" to only automatically send the text during your work hours. Work hours are set in the Work Week and Locale section of Settings

Time to Send

You can set your text to send immediately, or during a specific hour of the day. 

  • If you specify “after 10 am” it randomly picks a time from 10 am to 11 am to make it look more natural.
  • If that time is in the past, the text will be sent immediately.
  • If in the future, it is scheduled for the time it needs to go out.
  • When "Send During Work Time" and Time To Send = Immediately is set:
    • If you're already during work time it sends immediately. 
    • If you're outside work time it waits until work time and then sends immediately.

Recipient Tags

You can limit the recipients of a specific Campaign step based on tags. This is helpful if you want the action to only trigger if certain criteria are met like a combination of tags.

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