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Text messages (SMS)

CampaignHQ can text your contacts as part of an automation — a welcome text when someone joins, a reminder a day after they grab your lead magnet, and so on.

Give contacts a phone number

SMS steps only reach contacts that have a phone number:

  • Add contact on the Contacts page now has an optional Phone field.
  • CSV imports accept a phone column (email,first_name,last_name,phone). A row with a bad phone still imports — the contact just has no number.
  • Funnel forms collect email only for now.

Numbers are stored in international format. US numbers can be typed naturally — (555) 010-2030 becomes +15550102030. Other countries need the + country code.

Send a text from an automation

  1. Open your automation and choose the Send SMS step type.
  2. Write the message — {{firstName}} and {{lastName}} are replaced per contact.
  3. Add the step. It runs in order with your other steps, so a common pattern is: Send email → Wait 1440 minutes → Send SMS.

Two things happen automatically on every text:

  • "Reply STOP to opt out" is appended — this keeps you compliant with carrier rules and can't be removed.
  • Contacts without a phone number are skipped — the automation simply continues with the next step. Skips never mark the run as failed.

Opt-outs (STOP / START)

When someone replies STOP (or UNSUBSCRIBE, CANCEL, END, QUIT) their number is added to the do-not-text list and CampaignHQ will not text it again — from any workspace, since texts share a sending number. Replying START or YES opts back in. This all happens automatically; there is nothing to configure.

Opting out of texts is separate from unsubscribing from email — a contact can keep one and drop the other.

Notes

  • Message limit is 480 characters (about 3 SMS segments) plus the opt-out notice.
  • Delivery requires the platform's SMS provider (Twilio) to be configured by your administrator; in development, messages are recorded but not sent.