How to Integrate SMS and Push Notifications into Nurturing Workflows

Overview
Supplement email touchpoints with SMS or in‑app push messages to boost open rates and engagement—especially for time‑sensitive offers.

Steps

1. Ensure the SMS and/or Push integrations are set up under Settings → Integrations.

2. In your workflow, click + and select Send SMS or Send Push Notification.

3. Craft your message—use concise copy and include a clear call‑to‑action link.

4. Choose the timing (e.g. 1 hour after the last email step).

5. Save and Activate. Use a test lead with a verified phone number or device to confirm deliverability.

Tips

• Keep SMS under 160 characters and comply with local messaging regulations.

• Use personalization tokens (e.g. {{first_name}}) to boost response rates.

• Reserve push notifications for your most engaged leads to avoid opt-outs.