SMS Marketing Automation for Ecommerce: Five Foundational Flows + Five ‘Humanizing’ Tactics

SMS Marketing Automation for Ecommerce
Ayla Solomon
Ayla Solomon

Generic. Spammy. Inhuman. 

Automated SMS marketing doesn’t exactly have the best reputation. Particularly in ecommerce. Of course, it’s hard to fault such unflattering labels given the standard fare …

Multi-part sequences slammed together with one-day delays and ever-more aggressive refrains of, “Buy. Buy now. Have you bought yet? You should buy!”

Thankfully, that’s not what SMS automation is about. Not when it’s done right. And definitely not when it works.

Because, here’s the thing: In terms of revenue generation, automated texts trounce one-off campaigns. For Recart customers, flows make up nearly 70% of monthly SMS sales. Even during November (when campaign sends accelerate for Black Friday, Cyber Monday) the split barely changes.

SMS Ecommerce Automations vs Campaigns

If you aren’t driving the bulk of your text-message revenue through automations — or, worse, if you haven’t set them up yet …

Then let’s dig into 5 SMS automations + 5 humanizing tactics to grow your dough with flows.

Five Automated SMS Flows Ecommerce Brands Needs

  1. New Subscriber Welcome Flow
  2. Cart Abandonment & Browse Recovery
  3. Personalized Receipt + Fulfillment
  4. Post-Purchase for Additional Products
  5. Time-Delayed Replenishment or Reorders

Five Tactics for Creating ‘Human’ SMS Automations

  1. Support Customers With Real Humans
  2. Personalize With Conditional Splits
  3. Pay Attention to Timing & Frequency
  4. Provide Value With Great Messages
  5. Use MMS Messages Strategically

Revenue on autopilot? Absolutely!

Download our SMS Marketing Automation Guide with five flows to build your foundation and five tactics to make them soar.

Or, if you want someone else to fly the plane, the Recart team can manage your entire SMS program. Book a demo to get started in 48 hours.

SMS Marketing Automation for Ecommerce: Preview of Guide

Five Automated SMS Flows Ecommerce Brands Need

1. New Subscriber Welcome Flow

Just like email marketing, your SMS welcome series should be both your highest-volume automation as well as your biggest money maker. Why? Because a consumer who trusts you enough to hand over their number wants to hear from you. And, if you offered them an incentive, they want to use it. Engage promptly and automatically through a multi-part sequence with three-to-five messages:
  1. Immediate
Greet new opt-ins and deliver any incentives you promised at sign-up. Note: Immediate means immediate. If you’re sending welcome emails, do not delay either. Instead, use custom links and discount codes for attribution. SMS Welcome Message Delay Duration: Immediate
  1.  Delay duration: 1 day
Send a contact card allowing subscribers to easily add your business to their phone’s contact list. This strengthens brand recognition and improves deliverability. It’s also a golden opportunity to infuse “mirco-copy” with your brand voice. SMS Contact Card Delay Duration: 1 Day
  1. Delay duration: 2–3 days
For those who haven’t yet purchased, spotlight a top-selling product or collection. Content-focused landing pages (i.e., list articles or how-to guides) work brilliantly as do onsite quizzes. Lastly, don’t forget to reinforce the initial incentive. SMS Promotional Message Delay Duration: 2-3 Days
  1. Delay duration: 5 days (optional)
Take a break from selling to share your founder story or a friendly introduction to your brand — core values, causes you support, or social proof in the form of press coverage and customer reviews. SMS Video Message Delay Duration: 5 Days
  1. Delay duration: 7 days (as needed)
Address a common objection of non-converters or answer a top FAQ. Include the original discount one last time. Or, if your margins can afford it, add a new incentive to close the deal for those still unsure. SMS Campaign Delay duration 7 days When setting up your Welcome Flow, make sure to exclude purchasers. Subscribers with items in their cart should likewise be split off and funneled into the next of our foundational automations. New Subscriber SMS Welcome Flow

2. Cart Abandonment & Browse Recovery

Ecommerce businesses lose untold sales from high-intent shoppers … who didn’t make it all the way through checkout. Some estimates put ecommerce cart abandonment rates as high as 80%. Whatever the reason, a timely nudge can often seal the deal. Whether the shopper left an item in their cart or had just been browsing, a simple reminder delayed by one hour should be your first line of defense. Cart Abandonment & Browse Recovery Text Message Flow Then, experiment with sending unused discount codes or a new discount. You can also test alternative incentives — such as free shipping, gift with purchase, or BOGO (buy one, get one) — to see what will motivate a purchase while still protecting your bottom line. SMS Incentive Testing

3. Personalized Receipt & Fulfillment

Transactional texts not only keep shoppers in the know – they reduce the kinds of customer support requests that can overwhelm businesses of all sizes.  Send transactional texts such as:
  • Order confirmations and tracking
  • Shipping and delay updates
  • Fulfillment notifications
Make your first informational messages in these automations friendly but straightforward.  You can also power-combo your software by utilizing SMS automation tools with apps like Wonderment for real-time logistical messages. Then, set delays within both flows to …
  • Solicit reviews
  • Provide how-to tips
  • Recommend related products
  • Or, simply build excitement and anticipation
Avoid inviting questions unless you have an autoresponder set up or have integrated SMS into a customer service platform like Gorgias.
SMS Receipt Review Request Message
SMS receipt flow with a 14-day delay and review request
Multiple Delay SMS Receipt Flow
SMS receipt flow using time delays and follow-up messages
SMS Fulfillment Flow With Time Delay
SMS fulfillment flow with 24-hour update

4. Post-Purchase for Additional Products

All the work required to get a first order truly pays off when the customer starts generating further sales. Automations are an excellent retention tool that can spur loyalty by suggesting relevant products. Use order history data to craft offers for similar items (a new raspberry smoothie mix for fans of the strawberry flavor) as well as complementary ones (a matching pool towel for buyers of a swimsuit). SMS audience subscriber segment Program a time delay sufficiently long enough that the customer will have received their original shipment. Hopefully, they’re enjoying their purchase and will be delighted at the opportunity to buy more from your business. Post Purchase Complementary Product Text

5. Time-Delayed Replenishment or Reorders

Perhaps the easiest orders to capture are repeat purchases for expendable items like food and cosmetics. The best part is that this replenishment flow can continue indefinitely.

Incentives are always an option, but if the customer was happy with the original product, a simple reminder can entice a re-order. In that case, consider playing up scarcity or another motivation to act quickly.

Since individuals might consume your goods at varying rates, you may need to do some testing to find the ideal time delay.

For subscription-first brands, this happens on a regular basis. That’s why they would like to provide the best order management experience to their customers so that customers can skip, delay or order again at their convenience.

The best way to achieve this is by integrating your subscription tool with your SMS app. That way your triggers will be accurate and your messages will be delivered in the moment most likely to prompt action.

Loop Subscriptions for the best subscription management experience that seamlessly integrates with Recart SMS. It’s a Shopify subscription app built on a modern tech stack that’s 100% customizable, mobile-friendly, and completely self-serve for all types of audiences.

Post Purchase Audience Segment Text Flow
More automated flows to consider …

While the five flows above are foundational for every business, there are almost no limits to the kinds of SMS automations you can deploy.

Depending on the nature of your products and services, examine use cases such as:

  • Appointment reminders
  • Follow-up messages
  • Scheduling texts
  • Drip campaigns
  • Flash sales

With any of the above, your messages must be valuable to customers. Otherwise, you’ll end up on the wrong side of the spam divide.

How do keep your automations from being (well) robotic?

That’s exactly what we’ll unpack next.

SMS Marketing Automation for Ecommerce: Preview of Guide
Don’t forget to snag our SMS Marketing Automation Guide with five tactics and five starter flows.

Five Tactics for Creating ‘Human’ SMS Automations

1. Support Customers With Real Humans

We’ve all been on the receiving end of poor, robotic, and inhuman customer support. Down an endless string of just-vague-enough keyword prompts to get your request in front of an actual human … hopefully anyway.

While automated texts can be tailored-made for promotions, you’ll want real people at the other end of the “phone” to ensure your customers get the help they deserve. 

A dynamic SMS platform should have both a two-way inbox of its own and support functionality built-in. It should also offer integrations for top customer service tools in the ecosystem. 

Features and integrations like these will help you create a seamless, instant support setup that fosters love, loyalty, and retention.

Looking for a customer service app that’s better than the rest?

There’s one name we always suggest: Gorgias.

Why? It’s an exceptional ecommerce helpdesk that turns your customer service into a profit center. It also boasts a long list of integrations — including Recart — and a centralized ticketing system. Easy 360 customer service at your fingertips.

Gorgias x Recart Customer Service SMS

2. Personalize With Conditional Splits

Contrary to the fears of spam-phobic marketers, automated texts can actually be remarkably personal.

Strategically including or excluding certain segments of your contact list ensures that those messages will be relevant to the recipient’s unique customer journey.

You can create conditional splits by combining subscriber data and actions such as:

  • New opt-ins
  • First purchases
  • Abandoned carts
  • Total dollars spent
  • Specific item orders

As an example, a new subscriber who has not yet added anything to their cart might be looking for additional information. A message spotlighting top products can be sent after a three-day time delay as part of a Welcome Flow.

SMS Welcome Flow with Audience Conditions

In contrast, a potential buyer who left items in their cart should be split off into a different flow. Send this highly motivated lead a reminder about their abandoned cart with an incentive to seal the deal.

SMS Abandoned Cart Flow Conditions

Likewise, the moment someone makes a purchase, they should be excluded from receiving any additional Welcome Flow texts … and moved into your transactional flows then on into post-purchase or re-order automation.

SMS Placed an Order Receipt Flow Condition

Conditional splits don’t merely allow you to send relevant messages. They ensure that you avoid texts that would ruin the customer experience.

For instance, a “first purchase” discount code sent to someone who already checked out would make your brand look a bit clueless. It would also be a waste of money.

All these automation workflows may sound a bit complicated, but they are essential for good CRM. The good news is that once you program conditional splits for your various standard flows, you can sit back and let the “robots” work their magic.

3. Pay Attention to Timing & Frequency

Even if the “what” of your message is compelling, the “when” can make or break its success. As you set up your automations, be mindful of these considerations:

Many consumers are glued to their mobile devices, opening SMS messages nearly immediately. If your text is read at an inconvenient time to take action, it might be forgotten after newer alerts come in.

Testing can help you determine which messages get the highest customer engagement at what hours of the day.

Note: Texting promotional messages between 9:00 pm and 8:00 am violates SMS compliance laws. A platform like Recart has workflows that prevent sending text message marketing outside of “quiet hours” in the subscriber’s time zone.

Not all timing is anchored to your other text messages. Automated flows based on subscriber actions should be programmed with appropriate delays.

Customers expect personalized receipts and fulfillment messages in real time. Offers for related products ought to be delayed until after fulfillment And, replenishment reminders must be timed to the ideal re-order window.

Lastly, a shorter cadence between sends during high-volume periods creates urgency — especially when your automated texts are touting limited-time offers.

SMS Timing & Frequency Examples

4. Get Conversational with Content

As with promotional SMS campaigns, automated flows should follow content-marketing best practices. Use a friendly tone, include an obvious call to action, and keep things straightforward.

However, none of that means you need to be boring.

Think beyond basic templates.

Product showcases in your Welcome Flow can take the form of a “did you know” snippet or a link to an instructional video. Short quizzes in the style of Buzzfeed can serve as recommendation engines. If it fits your brand image, a funny meme can be the launchpad for a cart abandonment reminder.

SMS Conversational Content Examples
Above all, find ways to infuse your brand voice into every message.

As an intimate channel, SMS should feel conversational, especially if you’re equipped to engage in two-way messaging.

Text Conversational Messages

5. Use MMS Messages Strategically

MMS allows you to include images or GIFs plus longer character counts than SMS. In most cases, these visually engaging messages will produce higher conversion rates than text-only.

Of course, the cost per send is higher. Evaluate your ROI to see where an upgrade to MMS makes sense.

Transactional automations may not be the place to splurge. On the other hand, including a compelling image in a Welcome Flow product showcase might be worthwhile.

SMS and MMS Message Examples

When you do spend extra for MMS, make sure to get bang for your buck. Feature your own imagery, not generic stock photography. Where possible, reinforce your CTA with text overlays on images. And, even though MMS allows for extra characters, keep your copy streamlined.

Start Generating Effortless Revenue With SMS Automations

By now you should be convinced that automated SMS marketing doesn’t have to be spammy. In fact, when you follow our five best practices, these timely text messages can be among the most personal and relevant for your customers.

Setting up the five fundamental automated flows is a proven way to immediately start generating incremental sales for your Shopify store.

Make sure you have the right SMS marketing tool to easily capitalize on automation. If you want an all-inclusive solution, Recart is your marketing software hero. Schedule a 30-minute demo of our SMS platform and get started within 48 hours.

As Recart’s Content Manager, Ayla has 10+ years of experience in marketing — the last four specializing in B2B SaaS. She has a keen eye for detail, a strong focus on creative direction, and a mission to create content that is valuable to her audiences. When Ayla isn’t creating content, she’s a devoted cat mom with a penchant for buying too many house plants.

SMS Automation for Ecommerce​

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