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πŸ“± SMS Marketing

How to send SMS messages in SystemeScale

πŸ“… Last updated: May 11, 2026
⏱ 12 min read
βœ… SMS automation

In this article, you will learn how to send SMS messages from your SystemeScale account using the SMS feature integrated with Twilio.

This feature allows you to reach your contacts via SMS using automation rules and workflows. You can create message templates, view SMS performance statistics, and manage all related actions directly from your SystemeScale dashboard.

Step 1: Connect your Twilio account

Before you can start sending SMS messages, you need to connect your Twilio account to SystemeScale.

Twilio is a trusted platform that powers many SMS apps and helps manage compliant SMS delivery.

πŸ“²
Connect Twilio first
Follow the Twilio integration guide before creating SMS templates or automations.
Read Twilio Setup Guide β†’

Step 2: Create SMS templates

Next, create SMS templates that you can send through automation rules and workflows.

Go to SMS in the top menu, then click SMS Templates.

1
Open SMS Templates
Go to SMS β†’ SMS Templates.
2
Create a template
Click Create to open the SMS template editor.
3
Add a template name
Enter a name that helps you identify the purpose of the message.
4
Select your sender type
Choose the sender method that should be used for the SMS message.
5
Write your SMS message
Add your SMS content and include personalization substitutes if needed.
6
Save the template
Click Save when finished.

SMS sender type options

When creating an SMS template, select the sender type that fits your use case. You have three options:

  • Sender phone number: Send from a specific phone number available in your connected Twilio account.
  • Alphanumeric Sender ID: Send one-way messages using your brand name, such as CompanyXYZ.
  • Messaging Services: Use a pre-configured service from your Twilio account that automatically selects the best sender for each recipient’s country to help improve global delivery rates.
🌍
Choose the sender based on delivery needs
Messaging Services can be useful for international delivery because Twilio can select the best sender for each recipient’s country.

Personalization and message length

You can use personalization substitutes to make SMS messages more relevant to each recipient.

Personalization substitutes are replaced with the recipient’s information when the SMS is sent. This can affect the final message length and SMS cost.

The maximum message length allowed is 1600 characters.

⚠️
Personalization can change the final length
A substitute may be short for one contact and longer for another. Check message length carefully, especially if cost matters for your campaign.

Step 3: Automate SMS messages

You can automate SMS messages using the Send SMS action.

This action is available in both automation rules and workflows.

Using automation rules

Automation rules are useful when you want a specific trigger to immediately send an SMS template.

1
Open Rules
Click Automations, then click Rules.
2
Create a rule
On the automation rules page, click Create.
3
Add a trigger
Click the Add + button and choose the trigger that matches your use case.
4
Add an action
Click Add + to select an action.
5
Select Send SMS
From the action list, select Send SMS.
6
Choose an SMS template
Select an existing SMS template from the list.
7
Save the rule
Save the automation rule when finished.

You can also create a new SMS template by clicking the Add + icon, or edit an existing template by clicking the pencil icon.

βš™οΈ
Need automation-rule help?
Learn how automation rules work before adding SMS actions to your setup.
Read Automation Rules Guide β†’

Using workflows

Workflows are useful when you want to combine SMS messages with delays, decisions, conditions, tags, email actions, and other automated steps.

1
Open Workflows
Click Automations, then click Workflows.
2
Create a workflow
On the workflows page, click Create.
3
Name the workflow
In the popup, add a workflow name, then click Save.
4
Open the workflow editor
Click the workflow name to open the workflow editor.
5
Create the first trigger
Click Create your first trigger and choose the condition that starts the workflow.
6
Add the next step
Click the Add + button to create the next workflow step.
7
Choose Add action
From the available step types, select Add action.
8
Select Send SMS
In the action popup, select Send SMS.
9
Select an SMS template
Choose an SMS template from the list. You can also edit an existing template or create a new one.
10
Exit and activate
When the workflow is finished, click Exit, then open the three-dot menu and click Activate.

Once configured, SystemeScale automatically sends the SMS message to the corresponding contact whenever the automation rule or workflow is triggered.

πŸ”
Need workflow help?
Learn how to create workflows before adding SMS actions to complex automation sequences.
Read Workflow Guide β†’

Step 4: Track SMS performance

You can monitor SMS activity from the Statistics page under the SMS menu.

There, you can view key metrics such as:

  • Total number of messages sent
  • Average delivery rate
  • Average failure rate

At the bottom of the page, you can also view a list of all sent messages.

View template-level SMS statistics

By clicking a specific SMS template, you can access detailed statistics for that message.

Template-level statistics can include:

  • Delivery status
  • Recipient phone numbers
  • The date each SMS was sent
  • The links contained in the SMS

Important notes

  • SMS costs and delivery are managed directly through Twilio, depending on your country and plan.
  • Make sure your funnels and forms include a phone number field so you can collect contacts’ numbers before sending SMS messages.
  • Anyone with a Twilio account can connect it to SystemeScale and start sending SMS messages.
πŸ“ž
Collect phone numbers before sending SMS
Your contacts need phone numbers in their records before SMS automation can send messages to them.

Related SMS and automation guides

Use the related guides below to connect Twilio, understand automation rules, create workflows, or add phone-number fields to your pages and forms.

πŸ“²
Need to connect Twilio?
Connect your Twilio account before sending SMS messages in SystemeScale.
Connect Twilio β†’
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πŸ“„SMS Marketing help articlesβ†’πŸ“„How to integrate your Twilio account in SystemeScaleβ†’πŸ“„How automation rules workβ†’πŸ“„How to create automated rulesβ†’πŸ“„How to create workflows in SystemeScaleβ†’πŸ“„How to add a form input fieldβ†’