How to Set Up and Use Easify SMS with ActiveCampaign

Key Features

• Native ActiveCampaign Integration: Send SMS messages directly from ActiveCampaign workflows using the Easify Send SMS action.

• Workflow Automation: Automatically deliver SMS messages to contacts as they progress through automation steps.

• Multi-Channel Campaigns: Combine SMS with other automation actions to create unified marketing and follow-up campaigns.

• Automated Customer Engagement: Reach customers instantly with workflow-driven SMS messages to improve engagement.

Step-by-Step Guide

Step 1: Add the Easify SMS Action

1. Log in to your ActiveCampaign account.

2. Navigate to Automations.

3. Under the Apps section, search for and select Easify SMS.

4. Choose the Send an SMS action.

Step 2: Retrieve API Credentials from Easify

1. Log in to the Easify Console.

2. Navigate to Settings > API Settings and copy your unique External API Token.

3. Navigate to Phone Numbers and copy the Easify phone number assigned to the account.

Step 3: Configure the SMS Message

1. Enter the SMS message to be sent to contacts.

2. Review the configuration.

3. Save the automation.

Step 4: Activate the Automation

1. Activate the automation in ActiveCampaign.

2. Select the contacts that should receive the SMS.

3. Add the selected contacts to the automation.

4. As contacts progress through the workflow, the configured SMS message is sent automatically through Easify.

Follow the video tutorial below to learn how to configure the plugin and successfully send SMS.