Building Custom SMS Opt-In Campaigns: A Step-By-Step Guide to Using Workflows

As a seasoned marketer, I am constantly looking for innovative strategies to effectively reach my target audience. Today, I want to share with you my firsthand experience in building custom SMS opt-in campaigns. By employing strategic workflows, I have witnessed remarkable results in terms of engagement and conversion rates. In this comprehensive guide, I will walk you through the step-by-step process of utilizing workflows to create successful SMS opt-in campaigns. So, join me as we explore the world of customized messaging and unlock a whole new realm of marketing possibilities. Let’s dive in!

Building Custom SMS Opt-In Campaigns: A Step-By-Step Guide to Using Workflows


In today’s fast-paced digital world, businesses are constantly looking for effective ways to engage and communicate with their audience. One powerful tool that has emerged as a game-changer is SMS marketing. With higher open rates compared to emails, text messaging provides a direct and personal channel to reach customers. In this article, I will show you how to create an SMS opt-in campaign using Go High Level, a robust marketing automation platform that allows you to build and automate your SMS campaigns.

Setting Up Your SMS Opt-In Campaign

To get started, you’ll need a Go High Level account. Once you’ve logged in, follow these steps to create your SMS opt-in campaign:

  1. Navigate to the “SMS” section in the platform.
  2. Choose “Campaigns” from the drop-down menu.
  3. Click on the “+ New Campaign” button.

Enabling SMS Compliance

Before you start sending text messages to your audience, it’s important to ensure SMS compliance. You can do this by enabling the necessary settings in your Go High Level account. Here’s how:

  1. Go to “Settings” in the platform.
  2. Select “SMS Compliance” from the menu.
  3. Enable the options that comply with the regulations in your region, such as obtaining explicit consent and providing opt-out options.

Creating an Opt-In Workflow

Now that your account is set up for SMS compliance, it’s time to create an opt-in workflow for your SMS campaign. A workflow allows you to define the steps subscribers will go through when they opt-in to your campaign. Follow these steps:

  1. Click on the “Campaigns” tab in the SMS section.
  2. Select “+ New Campaign” to create a new campaign.
  3. Choose “Workflow” as the template for your campaign.
  4. Give your workflow a name and click “Create” to proceed.

Building Your Workflow

Once you’re inside the workflow builder, you can start building and automating your SMS campaign. Here are some steps to follow:

  1. Drag and drop the “Opt-in” trigger onto the canvas.
  2. Connect the trigger to the first action of your workflow.
  3. Add a filter to respond only to specific keywords or phrases.
  4. Drag and drop the “Send SMS” action to send personalized text messages.
  5. Add a link to the discount coupon in the SMS message.
  6. Connect the actions in a logical sequence.

Triggering Subsequent Actions

To make your workflow more dynamic, you can set up triggers and filters to respond to specific keywords or actions. For example, you might want to send a different SMS message to subscribers who have already opted in and requested the discount coupon. Here’s how you can do it:

  1. Drag and drop the “Trigger” action onto the canvas.
  2. Set the trigger to “SMS Received” and specify the keyword you want to respond to.
  3. Connect the trigger to the appropriate action in your workflow, such as sending a different SMS message.


SMS opt-in campaigns can be a powerful tool for businesses to engage with their audience and build a list of text subscribers. By using Go High Level’s workflows, you can easily create and automate your SMS campaign, ensuring that your messages are personalized and relevant to your subscribers. Don’t forget to enable SMS compliance settings to stay within regulatory guidelines. Get started today and enjoy the benefits of building custom SMS opt-in campaigns.


1. Can I use Go High Level for other types of marketing campaigns?
Yes, Go High Level is a versatile marketing automation platform that supports various types of campaigns, including email marketing, social media marketing, and more.

2. How can I ensure that my SMS messages comply with relevant regulations?
By enabling SMS compliance settings in your Go High Level account, such as obtaining explicit consent and providing opt-out options, you can ensure that your SMS messages meet the necessary regulatory requirements.

3. Can I send personalized SMS messages using Go High Level?
Absolutely! Go High Level allows you to send personalized SMS messages by including dynamic variables in your text templates. This allows you to address subscribers by their name or include other personalized information.

4. Can I track the performance of my SMS opt-in campaigns in Go High Level?
Yes, Go High Level provides robust analytics and reporting features that allow you to track the performance of your SMS opt-in campaigns. You can measure open rates, click-through rates, and other valuable metrics to optimize your campaigns.

5. Can I integrate Go High Level with other marketing tools?
Yes, Go High Level offers integrations with popular third-party marketing tools such as CRM systems, email marketing platforms, and more. This allows you to streamline and consolidate your marketing efforts for better efficiency.

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