How to Setup Automated Text Messaging Tool for Business

Create Your Account

Creating your account with Textdrip is simple. Our Customer Success Team will walk you through the step-by-step process of setting up your Textdrip account. In just a few short steps, you will be able to:

Customize Your Platform:

Choose your area code and get your personalized Textdrip phone number. Choose your theme! Looks matter- that’s why we created light mode and dark mode.

Sync Your CRM:

Easily sync your existing CRM with your new Textdrip account

Work anytime, anywhere with the Textdrip mobile app:

Once your account is created, you can access your Textdrip account on the go with our user-friendly mobile app.

Import Contacts

Options to fit your needs

CSV Upload: Bulk upload contacts via CSV file
Manual Upload: Individually input contacts
CRM Import: Import contacts directly from your CRM

Send Campaigns

Hit send, and the work is done! Your campaign will do the hard work for you - schedule it and let our system take care of everything else. If a lead responds, you're ready to continue with an interactive conversation. No response? Don't worry; drip messages are activated automatically until the sequence is complete – rest assured that all follow-up attempts have already been taken care of by our platform!

Get Results

The Audit Message Center will provide detailed analytics, giving you insights into what messages are resonating, allowing you to make adjustments accordingly. Once the responses start rolling in, you have several features that make follow-up easy: Launch a second drip campaign, schedule convenient reminder messages, create calendar appointments, tag conversations for later follow-up, plus much more!

Take control with Textdrip's groundbreaking tools and elevate productivity levels like never before!

Textdrip is the perfect way to power up your business communications and make sure that you’re always sending the right message, at the right time, all while keeping your customers engaged and driving sales effortlessly. With the best SMS Automation software in the industry, you will get better results immediately. Automate your workflow and start seeing results with Textdrip today!

Automated Texting Solutions, Automated Drip Campaign for Business

Swift scheduling and effortless follow-ups

Automated Texting for Business, Automated SMS Marketing for Business

Hi Susan,
are you looking for medical, dental and vision, or just medical?

Hello, I am looking for medical.

Is this for an individual plan or a family plan?

I am looking for a family plan!

Great, I just need a few more details to get a quote started for you. What are the ages of each family member that will be included in your plan?

2, 17, 34, and 36

Automated Texting for Business

Instantly respond to customer inquiries, providing timely answers that make a positive impression.

Automate follow-ups with customers who have expressed interest in health insurance plans, reducing manual labor and time spent on outreach.

Streamline the onboarding process by texting out forms and next steps right away—no more waiting for emails or mailings!

Send automatic reminders of upcoming due dates—like premium payments and policy renewals—directly to customers’ phones, so they never forget an important deadline again.

Utilize automated messages to quickly provide customers with quotes or information about plans, saving time and money.