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How Do You Integrate SMS Marketing in Salesforce Marketing Cloud (SFMC)?

Launch compliant, personalized SMS with MobileConnect, Journey Builder, and Salesforce CRM. Align consent, data, and automation to trigger timely messages that convert—without risking deliverability or trust.

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To integrate SMS in SFMC, enable MobileConnect, provision a short code/long code or branded sender ID, model consent and subscriptions in Contact Builder, and connect Salesforce CRM for segmentation and triggers. Use Journey Builder to send, throttle, and sequence SMS alongside email/push, then measure outcomes with Data Views and real-time dashboards tied to conversion and revenue.

SMS Integration Essentials in SFMC

Compliance & Consent — Capture explicit opt-in, honor STOP/HELP, store consent source/time, and localize quiet hours and frequency caps.
Numbers & Keywords — Provision short/long codes, set up keywords (JOIN/STOP/HELP) and auto-responses; configure sender profiles per brand/region.
Data Model — Unify Contact Key, Mobile Number, Country, and Subscription status; map to CRM leads/contacts and preference center.
Orchestration — Trigger SMS via Journey Builder events (form fills, status changes, abandoned carts, case updates) with wait steps and decision splits.
Personalization — Use attributes and DEs to tailor copy, insert coupons/deeplinks, and enrich with Einstein engagement scoring where available.
Deliverability — Monitor carrier feedback, link wrapping, URL domain reputation, message length/concatenation, and opt-out rates.

Step-By-Step: Integrate SMS with SFMC MobileConnect

Follow this sequence to go live fast—and safely—with trackable, revenue-focused messaging.

Plan → Configure → Connect Data → Build Journeys → Launch → Measure → Govern

  • Plan & scope: Define use cases (alerts, promos, 2-step reminders), audiences, languages, KPIs, and compliance rules per region.
  • Configure MobileConnect: Provision code/sender ID, create keywords, HELP/STOP flows, and sender profiles; enable throttling windows.
  • Connect data & consent: Standardize Contact Key, mobile fields, country, and subscription; sync CRM lists and only send to opted-in contacts.
  • Build in Journey Builder: Add SMS activities with decision splits, frequency caps, and channel fallbacks (email/push) to avoid fatigue.
  • Launch & QA: Validate test audiences, copy length, link tracking, and opt-out handling; soft-launch with holdouts.
  • Measure & attribute: Use Data Views and UTMs to track clicks, conversions, and revenue; analyze cohorts and time-to-action.
  • Govern & optimize: Review opt-in growth, deliverability, CPA/ROMI, and compliance logs; adjust cadence and creative.

SFMC SMS Integration Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Consent Management List import without consent proof Timestamped opt-in, STOP/HELP automation, preference center Marketing Ops/Legal Opt-in growth, Opt-out rate
Data & Identity Phone field only Unified Contact Key, country/locale, subscription DEs synced to CRM RevOps Reachable audience, Match rate
Orchestration One-off blasts Journeys with decisioning, quiet hours, channel fallback Lifecycle Marketing Conversion rate, Time-to-action
Personalization Static copy Attribute-driven content, deeplinks, coupon logic MarTech CTR, Revenue per send
Deliverability & Risk No monitoring Carrier feedback, frequency caps, domain reputation Marketing Ops Delivery rate, Complaint rate

Client Snapshot: Appointment Reminders & Order Updates

By syncing CRM triggers and consent into MobileConnect, a B2C brand launched reminder and status SMS in 3 weeks. Outcomes: lower no-show rate, +18% repeat purchases, and a 2.4× faster time-to-action versus email.

Pair SMS with email and push in Journey Builder to meet customers where they are—while honoring preferences and quiet hours for long-term performance.

Frequently Asked Questions about SMS in SFMC

Do I need MobileConnect to send SMS?
Yes. MobileConnect powers SMS configuration, sender profiles, keywords, subscriptions, and the SMS activity used in Journey Builder.
How do we manage consent and opt-outs?
Use keywords (JOIN/STOP/HELP), store opt-in timestamps/source, and sync a preference center. All sends should respect subscription status and quiet hours.
What about short codes vs. long codes?
Short codes suit high-volume marketing; long codes or sender IDs can support lower volume or specific countries. Choose based on region, volume, and carrier rules.
How is performance measured?
Track delivery, clicks, opt-outs, conversions, and revenue using Data Views, UTMs, and CRM opportunities; validate with cohorts and holdouts.
Can SMS work with service updates?
Yes—integrate CRM cases/orders to trigger alerts (appointment reminders, shipping, outages) with throttling and channel fallbacks.

Operationalize SMS in SFMC

We’ll set up MobileConnect, consent, data, and Journey Builder—then optimize for revenue, not just sends.

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