How to send personalized text messages to members of a HubSpot active or static lists
Create your list. In your HubSpot account create a list of contacts that should receive your message. This article will not cover the creation of a list in HubSpot. For a reference on how to create a HubSpot list, please see this support article: https://knowledge.hubspot.com/lists/how-can-i-create-a-list-of-all-my-hubspot-contact
In your HubSpot account, navigate to Automation > Workflows
Click Create workflow
Select a Contact-based with a type of Center on date. Select the date that you would like to send your text message.
Click the Set enrollment triggers button
Select the List Memberships filter type
Select your list name and click the Contact is a member of list option. Apply the filter.
Click the orange + icon to add a new action
Click the Sakari Send SMS integration extension
Configure your Sakari message.
- Phone Number - typically you'll use the contact tokens to enter the mobile number or phone number here
- Message - the message you want to send
- Messaging Type - select transactional or marketing.
- Run As - this is only used when you have multiple dedicated phone number. Learn more about the Run As field.
Completed List Workflow
Give your workflow a name by clicking the pencil icon to the right at the top.
Click Review in the top right to turn your workflow on and you're done!