How to Send Automated SMS to Callers and Bring in More Customers

Automated SMS to callers allows your business to send instant text messages triggered by call events without any manual effort.

This guide explores how you can use automated SMS for different caller scenarios like missed calls, coupon codes, customer questions and requests for information - helping you capture more customers and ensure prompt client responsiveness.

What is Automated SMS to Callers?

Automated SMS to callers means automatically sending text messages triggered by phone call interactions. Instead of waiting for your team to follow up manually, your phone system sends relevant SMS instantly based on caller behavior.

Common triggers include:

• Missed calls
• Caller request for information
• After-call feedback requests
• Sending promotions or coupon codes

Use Cases for Automated SMS to Callers

1. Follow-Up SMS After Missed Calls

If a caller tries to schedule an appointment but no one answers, an automated SMS can quickly acknowledge their attempt and make it easy for them to book online.

Example:
“Hi! We missed your call. You can schedule your appointment anytime here: [link to scheduling calendar]. We look forward to assisting you!”

See how care navigators at Espree Health use automated SMS to ensure patients are quickly connected and able to schedule follow-ups, improving care access and satisfaction.

This keeps the line of communication open and lets callers take action immediately, even if your team is unavailable.

As a HIPAA compliant phone system, Telzio ensures secure texting on both automated and two-way SMS and MMS communications over desk phones, web phone, and mobile app.

2. Sending Coupon Codes to Callers

Encourage customer visits or purchases by automatically sending coupon codes via SMS as part of your call flow. This can be triggered by specific caller actions or after a call ends.

Example:
A caller presses 3 for special offers → receives an automated SMS with a coupon code:
“Thanks for your interest! Use code SAVE20 for 20% off your next purchase. Visit [website link] for details.”

Jiffy Lube successfully uses this approach, sending instant coupons via SMS to callers, which helps convert phone inquiries into in-store visits and repeat customers. Learn more about their strategy here.

This instant reward motivates callers to engage further and drives conversions.

3. Informational Hotlines Run by Volunteers

Interactive call flows can trigger automated SMS messages based on caller selections to provide helpful information instantly. Automated SMS can be an efficient and effective way to deliver information on a mass scale.

Example:
A voter hotline caller presses 1 for polling locations → immediately receives an SMS with a link to find their nearest polling place and voting hours.

This improves caller experience by delivering vital information quickly and reducing call wait times.

4. Sending Customer Feedback Surveys via SMS

Collecting feedback is vital to improving your service. After a call ends, the agent can transfer the caller to a unique call flow designed specifically to gather feedback or reviews. When transferred, the caller hears a short announcement, then receives an automated SMS with a link to a survey or review form.

Example:
After the main call, the caller is transferred to a feedback flow with a message like:
“Thank you for calling. We’d love to hear about your experience.”
Immediately afterward, they receive a text:
“Please rate your experience or leave a review here: [survey link]. Thanks for helping us improve!”

This approach encourages immediate feedback in a seamless, customer-friendly way.

How Telzio Supports 10DLC Compliance and Messaging Best Practices

To ensure your automated SMS campaigns are effective and compliant, Telzio supports businesses with hands-on 10DLC (10-Digit Long Code) registration and best practices. This enhances message deliverability and reduces filtering or blocking by carriers.

By following guidelines such as proper opt-in management, message content compliance, and throughput optimization, Telzio helps safeguard your SMS program’s success.

Impact and Results from Real Use Cases

• Espree Health: After implementing automated SMS for missed call follow-up and appointment scheduling, care navigators reported increased patient engagement and faster appointment bookings, resulting in more efficient care coordination.

• Jiffy Lube: By sending automated SMS coupons after calls, Jiffy Lube experienced higher conversion rates from callers to customers visiting stores. Their SMS coupon campaigns contributed to a significant boost in repeat business.

• Voter Hotlines: Automated SMS providing polling location info helped reduce call wait times and improved voter awareness, supporting higher engagement during election cycles.

• Customer Feedback Surveys: Automated SMS surveys after calls led to improved feedback response rates compared to traditional phone or email surveys, providing valuable insights to improve customer service.

See Automated SMS in Action

Check out this quick video demo to see how Telzio’s automated SMS features work in real time:

Ready to Automate Your SMS to Callers?

Discover how Telzio can help you streamline communication, boost engagement, and deliver instant information to your callers, all while staying compliant and efficient.

Request a personalized demo today.