Segment SMS Automation
Automatically turn Segment traits into tailored SMS messages in ActiveCampaign. Send the right offer at the right time and guide each lead to a personalized conversion.
Why This Workflow Matters
When a lead’s data is enriched, it’s the perfect moment to reach out. This workflow uses Segment traits to personalize SMS messages in ActiveCampaign, so each person receives a relevant, human message. The result: faster responses, higher offer acceptance, and more conversions without manual effort.
How The Automation Works
- Trigger: Segment identify / track routed to AC
- Entry Conditions: segment_traits present
- Tags/Fields Created: tag: segment_enriched
- ActiveCampaign Steps: Personalized SMS using trait data
- SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'Hi {{first_name}}, we tailored an offer for you.' }"}
- Exit Conditions: offer accepted
- Goal: Personalized conversion
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Segment identify | track routed to active campaign | Kicks off automation the instant new or updated traits arrive. |
| Check segment | traits present | Ensures only enriched leads get personalized outreach. |
| Apply tag | segment_enriched | Marks the contact for easy filtering and reporting. |
| Personalized SMS using trait data | Uses known traits (like first name) to tailor the message. | |
| Send SMS via D7 API | Delivers the offer instantly where customers engage most text. | |
| Monitor for offer accepted | Ends the journey once the lead takes the desired action. | |
| Record goal | Personalized conversion | Confirms success and supports performance reporting. |
SMS Message Variations
- Hi {{first_name}}, we created a personalized offer just for you—want to take a quick look?
- Hey {{first_name}}, based on your preferences, we tailored an offer for you. Ready to check it out?
- {{first_name}}, we’ve prepared an offer matched to your needs. Want the details?
Who This Workflow is For
- E-commerce brands sending targeted promotions based on recent behavior or profile updates
- SaaS companies nudging trial users with personalized upgrades
- Local services (fitness, salons, clinics) offering tailored packages
- Real estate and mortgage teams sending personalized follow-ups
- Education and training providers sharing custom course offers
- B2B teams personalizing outbound offers using firmographic traits
Integrate Now
Ready to turn enriched Segment data into conversions