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Original
2026-01-01
Modified
2026-02-18
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<p>Settings circle icon</p>
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<p>Settings circle icon</p>
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<h4>Automations, Segments, and Smarter Sends</h4>
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<h4>Automations, Segments, and Smarter Sends</h4>
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<p><b>There’s a difference between sending a lot of texts and sending the right ones.</b>Optimization is where your SMS program shifts from good to great-from broadcasting messages to engineering a revenue machine.If list growth fills your tank and conversations make your engine hum, optimization is the tuning that ensures every drop of fuel is used efficiently.</p>
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<p><b>There’s a difference between sending a lot of texts and sending the right ones.</b>Optimization is where your SMS program shifts from good to great-from broadcasting messages to engineering a revenue machine.If list growth fills your tank and conversations make your engine hum, optimization is the tuning that ensures every drop of fuel is used efficiently.</p>
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<p>This guide covers how to squeeze more revenue from every message you send-without annoying your subscribers or burning through your list.</p>
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<p>This guide covers how to squeeze more revenue from every message you send-without annoying your subscribers or burning through your list.</p>
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<h3>Why Optimization Matters</h3>
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<h3>Why Optimization Matters</h3>
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<p>Even with a healthy list and a strong conversational strategy, many brands are still leaving money on the table. Why?</p>
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<p>Even with a healthy list and a strong conversational strategy, many brands are still leaving money on the table. Why?</p>
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<p>Typically because they are:</p>
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<p>Typically because they are:</p>
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<ul><li><p><b>Over-sending to disengaged subscribers</b></p>
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<ul><li><p><b>Over-sending to disengaged subscribers</b></p>
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</li>
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</li>
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<li><p><b>Under-utilizing automations</b></p>
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<li><p><b>Under-utilizing automations</b></p>
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</li>
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</li>
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<li><p><b>Running generic campaigns instead of segmented sends</b></p>
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<li><p><b>Running generic campaigns instead of segmented sends</b></p>
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</li>
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</li>
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</ul><p>The fix isn’t necessarily sending less. It’s sending smarter, through better targeting, better timing, and better use of automations.</p>
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</ul><p>The fix isn’t necessarily sending less. It’s sending smarter, through better targeting, better timing, and better use of automations.</p>
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<h3>Automations: Your 24/7 Revenue Engine</h3>
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<h3>Automations: Your 24/7 Revenue Engine</h3>
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<p>Let’s start with the biggest opportunity most brands still underutilize: automations.</p>
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<p>Let’s start with the biggest opportunity most brands still underutilize: automations.</p>
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<p>You probably already have an abandoned cart flow and a welcome series. Great! Now it’s time to expand and refine. Here are some underrated, high-ROI Automations we recommend:</p>
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<p>You probably already have an abandoned cart flow and a welcome series. Great! Now it’s time to expand and refine. Here are some underrated, high-ROI Automations we recommend:</p>
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<ul><li><p><b>Link Click Abandonment:</b>Targets shoppers who clicked a product page but didn’t add to cart</p>
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<ul><li><p><b>Link Click Abandonment:</b>Targets shoppers who clicked a product page but didn’t add to cart</p>
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</li>
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</li>
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<li><p><b>Price Drop Alerts:</b>Notifies subscribers when a viewed product goes on sale</p>
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<li><p><b>Price Drop Alerts:</b>Notifies subscribers when a viewed product goes on sale</p>
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</li>
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</li>
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<li><p><b>Post-Purchase Journeys:</b>Customizes follow-up messages based on purchase count (first-time vs. loyal customers)</p>
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<li><p><b>Post-Purchase Journeys:</b>Customizes follow-up messages based on purchase count (first-time vs. loyal customers)</p>
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</li>
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</li>
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<li><p><b>Re-engagement Flows:</b>Target subs who opted in but haven’t purchased in 30+ days</p>
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<li><p><b>Re-engagement Flows:</b>Target subs who opted in but haven’t purchased in 30+ days</p>
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</li>
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</li>
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<li><p><b>Back in Stock:</b>back in stock have some of the<a>highest EPMs</a>compared to other automations (avg. $11.86 overall industries)</p>
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<li><p><b>Back in Stock:</b>back in stock have some of the<a>highest EPMs</a>compared to other automations (avg. $11.86 overall industries)</p>
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</li>
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</ul><p>Each of these automations acts as part of the revenue engine, firing at the exact right moment in the customer journey with minimal ongoing effort.</p>
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</ul><p>Each of these automations acts as part of the revenue engine, firing at the exact right moment in the customer journey with minimal ongoing effort.</p>
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<h3>Segment Like a Strategist</h3>
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<h3>Segment Like a Strategist</h3>
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<p>Blasting your entire list should only be allowed for major sales and announcements. Otherwise? It’s a recipe for opt-outs. Instead, create dynamic segments based on:
</p>
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<p>Blasting your entire list should only be allowed for major sales and announcements. Otherwise? It’s a recipe for opt-outs. Instead, create dynamic segments based on:
</p>
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<ul><li><p>Recent clicks or purchases</p>
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<ul><li><p>Recent clicks or purchases</p>
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</li>
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</li>
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<li><p>Level of engagement (opened/clicked in the last 30, 60, 90 days)</p>
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<li><p>Level of engagement (opened/clicked in the last 30, 60, 90 days)</p>
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</li>
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</li>
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<li><p>Survey responses from previous conversational campaigns</p>
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<li><p>Survey responses from previous conversational campaigns</p>
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</li>
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</li>
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<li><p>Lifetime purchase count or total spend</p>
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<li><p>Lifetime purchase count or total spend</p>
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</li>
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</li>
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</ul><p>By messaging each segment with unique content, you:
</p>
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</ul><p>By messaging each segment with unique content, you:
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<ul><li><p>Save money by not sending to the unengaged </p>
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<ul><li><p>Save money by not sending to the unengaged </p>
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</li>
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</li>
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<li><p>Personalize copy (so it feels relevant)</p>
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<li><p>Personalize copy (so it feels relevant)</p>
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</li>
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</li>
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<li><p>Increase ROI (by focusing on the folks most likely to convert)</p>
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<li><p>Increase ROI (by focusing on the folks most likely to convert)</p>
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</li>
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</li>
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</ul><h3>Testing: The Most Underutilized Tool in SMS</h3>
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</ul><h3>Testing: The Most Underutilized Tool in SMS</h3>
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<p>It’s easy to A/B test two message variants and call it a day. But here’s what you could be testing:</p>
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<p>It’s easy to A/B test two message variants and call it a day. But here’s what you could be testing:</p>
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<ul><li><p>Different CTAs or tones of voice</p>
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<ul><li><p>Different CTAs or tones of voice</p>
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</li>
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</li>
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<li><p>Timing (sending at noon vs. 8 PM)</p>
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<li><p>Timing (sending at noon vs. 8 PM)</p>
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</li>
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</li>
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<li><p>Audience size and segmentation</p>
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<li><p>Audience size and segmentation</p>
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</li>
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</li>
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<li><p>Cadence of sends within a campaign flow</p>
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<li><p>Cadence of sends within a campaign flow</p>
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</li>
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</li>
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<li><p>Different incentives like discounts vs CashBack
</p>
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<li><p>Different incentives like discounts vs CashBack
</p>
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</li>
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</ul><a></a><a><h5>Example: True Classic tested their offer. It paid off.</h5>
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</ul><a></a><a><h5>Example: True Classic tested their offer. It paid off.</h5>
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</a><p><a></a><a>True Classic</a>ran an A/B test on its standard 20% off welcome coupon vs. a 20% CashBack offer through Fondue. The feedback was undeniable: thanks to CashBack, they saw a 4.6% profit margin boost and a 67% increase in welcome series revenue. The only way they could’ve seen those results is by testing.</p>
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</a><p><a></a><a>True Classic</a>ran an A/B test on its standard 20% off welcome coupon vs. a 20% CashBack offer through Fondue. The feedback was undeniable: thanks to CashBack, they saw a 4.6% profit margin boost and a 67% increase in welcome series revenue. The only way they could’ve seen those results is by testing.</p>
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<p>Challenge all assumptions and continue to test your marketing strategies over time, not just once. What works in July might flop in December. Optimization is a living process.</p>
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<p>Challenge all assumptions and continue to test your marketing strategies over time, not just once. What works in July might flop in December. Optimization is a living process.</p>
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<h3>Engagement Tiers Will Save You Tears</h3>
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<h3>Engagement Tiers Will Save You Tears</h3>
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<p>Not all subscribers are created equal. Some open and click everything. Others are ghosts.</p>
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<p>Not all subscribers are created equal. Some open and click everything. Others are ghosts.</p>
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<p>By building engagement tiers, you can:</p>
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<p>By building engagement tiers, you can:</p>
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<p>Send more frequently to high-intent subscribers and stay top of mindWin back past purchasers with personalized reactivation messagesPause sends to completely inactive subscribers to help preserve your sender reputation</p>
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<p>Send more frequently to high-intent subscribers and stay top of mindWin back past purchasers with personalized reactivation messagesPause sends to completely inactive subscribers to help preserve your sender reputation</p>
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<p><b>Example Tiering Framework:</b></p>
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<p><b>Example Tiering Framework:</b></p>
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<ul><li><p>Tier 1: Clicked or purchased in last 30 days</p>
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<ul><li><p>Tier 1: Clicked or purchased in last 30 days</p>
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</li>
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</li>
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<li><p>Tier 2: Clicked in last 60-120 days</p>
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<li><p>Tier 2: Clicked in last 60-120 days</p>
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</li>
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</li>
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<li><p>Tier 3: No activity in 120+ days</p>
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<li><p>Tier 3: No activity in 120+ days</p>
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</li>
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</li>
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</ul><p>Each tier gets its own cadence, tone, and offers. Think of it like a built-in loyalty program that rewards your subscribers and keeps campaigns efficient.
</p>
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</ul><p>Each tier gets its own cadence, tone, and offers. Think of it like a built-in loyalty program that rewards your subscribers and keeps campaigns efficient.
</p>
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<h3>Optimize like Portland Leather</h3>
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<h3>Optimize like Portland Leather</h3>
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<p>Portland Leather used AI to test and optimize abandoned cart messages across new and returning customers.
</p>
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<p>Portland Leather used AI to test and optimize abandoned cart messages across new and returning customers.
</p>
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<p>Results:</p>
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<p>Results:</p>
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<ul><li><p>34% lift in conversion rate for returning customer abandoned cart messages</p>
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<ul><li><p>34% lift in conversion rate for returning customer abandoned cart messages</p>
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</li>
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</li>
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<li><p>96% increase in CTR for new customer abandoned cart messages</p>
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<li><p>96% increase in CTR for new customer abandoned cart messages</p>
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</li>
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</li>
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<li><p>31% lift in EPM for returning customer abandoned cart messages</p>
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<li><p>31% lift in EPM for returning customer abandoned cart messages</p>
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</li>
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</li>
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</ul><p>They didn’t guess what would work. They tested it-with automated variant generation and real holdout methodology.</p>
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</ul><p>They didn’t guess what would work. They tested it-with automated variant generation and real holdout methodology.</p>
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<h3>SMS Audit</h3>
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<h3>SMS Audit</h3>
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<p>We’re all-in on SMS-and we’ve built the solutions designed to make SMS your #1 revenue channel.</p>
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<p>We’re all-in on SMS-and we’ve built the solutions designed to make SMS your #1 revenue channel.</p>
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<p><a>Get a free audit</a></p>
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<p><a>Get a free audit</a></p>