SaaS SMS Automation
Send instant welcome messages, tag new signups, and drive conversions with an ActiveCampaign + D7 SMS flow.
Why This Workflow Matters
Turn every new signup into an engaged user from day one. This automation personalizes your first touchpoint, helps you track interest, and nurtures leads automatically.
How It Works:
When someone signs up through your external app (like Bubble), a contact is created or updated in ActiveCampaign. A relevant tag is added, and the “SaaS signup SMS onboarding” automation starts. The system sends a personalized SMS “Hi {{first_name}}, thanks for signing up! Reply HELP for support.” It then waits for a reply. If the reply is positive, a deal or task is created. If not, the contact continues through a nurture sequence. The main KPI is engagement and conversion.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Event triggered from external app | Instantly connects your signup source with ActiveCampaign | |
| Create or update contact | Keeps data clean and centralized | |
| Add relevant tag | Helps segment and personalize follow-ups | |
| Start automation | Ensures every new user enters the correct flow | |
| Send welcome SMS | Builds trust and quick engagement | |
| Wait for reply | Monitors interest and intent | |
| If positive reply | create deal/task | Moves ready users into sales or success workflow |
| Else | continue nurture sequence | Keeps leads warm and builds conversion potential |
SMS Message Variations
1. Hi {{first_name}}, welcome aboard! Thanks for signing up. Reply HELP for support anytime.
2. Hey {{first_name}} Thanks for joining us! Need help getting started? Just reply HELP. 3. Hi {{first_name}}, great to have you! Your signup’s complete. Reply HELP if you need anything.
Who It Helps
- SaaS startups and platforms building user onboarding
- Product-led growth teams
- Subscription apps needing timely engagement
- CRM managers automating welcome messages
Integrate Now
Start your ActiveCampaign + D7 SMS onboarding automation today