The Power of SMS Retargeting in Lead Gen

In today's digital landscape, capturing leads is just the first step towards conversion. If you're collecting phone numbers but neglecting SMS retargeting, you're missing out on a 30% potential increase in conversion rates. SMS retargeting allows businesses to re-engage passive leads and turn them into active customers.

The Power of Automation with Twilio & Zapier

Setting up an automated SMS retargeting system using Twilio and Zapier ensures that no lead slips through the cracks. By integrating these tools, you can:

• Instantly follow up with leads who provide phone numbers but don’t initiate a call.
• Send personalized, timely messages that boost engagement.
• Track and optimize response rates to improve conversion strategies.

Step-by-Step Guide: Setting Up SMS Retargeting in Twilio

1. Create a Twilio Account

• Sign up at Twilio
• Purchase a Twilio phone number capable of sending SMS messages.
• Navigate to the Twilio Console → Select Messaging → Enable SMS capabilities.

2. Set Up a Twilio SMS Flow

• In Twilio, go to Twilio Studio → Click Create a Flow.
• Drag and drop the 'Send Message' widget.
• Configure the message content, ensuring it is compliant with TCPA regulations.
• Add a TrustedForm certificate for compliance verification.

3. Connect Twilio to Zapier for Automation

• Create a Zap in Zapier.
• Choose Trigger: New Lead Submission (from your CRM, form, or landing page software).
• Choose Action: Send SMS via Twilio.
• Map the fields: Phone Number, Message Content, Timing Delays.
• Activate the Zap and test the workflow.

Compliance & Best Practices

To ensure compliance and avoid legal risks:

• Include a TCPA disclaimer in all lead capture forms.
• Use TrustedForm or Jornaya LeadID for compliance verification.
• Allow leads to opt-out easily by including “Reply STOP to unsubscribe” in messages.

Industry Use Cases

1. Pay-Per-Call

• Follow-up SMS within 30 minutes of lead submission increases call connection rates by 40%.
• Example SMS: "Hi [Name], you inquired about Medicare options. Our licensed agent is available now. Call us at [Number]! Reply STOP to opt-out."

2. E-Commerce

• Abandoned cart SMS reminders have a 20-30% success rate.
• Example SMS: "Hey [Name], you left items in your cart! Complete your purchase now and get 10% off. Click here: [link]"

3. SaaS & Subscription Services

• Trial-to-Paid Conversions improve by 15-25% with SMS reminders.
• Example SMS: "Hi [Name], your free trial of [Software] ends soon. Unlock full features now: [link]"

Tracking & Optimization

To maximize results:

• Monitor SMS open and response rates in Twilio Analytics.
• A/B test different SMS messages for engagement.
• Adjust timing and frequency based on conversion trends.

Final Thoughts

By incorporating SMS retargeting with Twilio and Zapier, businesses can significantly boost lead conversion rates while maintaining compliance. Whether you're in Pay-Per-Call, E-commerce, or SaaS, automating SMS follow-ups ensures no lead is left behind.

Start optimizing your lead conversion strategy today and watch your engagement and revenue grow!