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Email Address Capture via SMS

This feature is currently in “beta” and its functionality may change before it becomes official.

The Email Address Capture via SMS feature is enabled only if you have active Inbound SMS Keywords in your turboDial account.

Email Capture Actions

With Email Address Capture via SMS turboDial will recognize a valid email address in an Inbound SMS and if all criteria are met turboDial will perform the following actions:

  1. Install the email address into the ‘Email’ field of the contact record associated with the phone number that sent the text message
  2. Trigger an API Goal for that same contact so that you can use Campaign Builder automation to follow up with the contact, including sending email, since the email address was just provided.
Criteria for Operation

The Email Address Capture via SMS feature will perform the above actions only when the following conditions are true:

  • The turboDial account must have active Inbound SMS Keywords.
    You do not need to use Keywords as part of your Email Address Capture sequence, but the Inbound SMS Keywords feature must be active.
  • The API Goal that will be triggered must be available and published in your Infusionsoft Campaign Builder.
  • The Email Address is the only content of the SMS message. Email addresses embedded in longer messages do not qualify to be captured.
  • The Contact Record in Infusionsoft has nothing in the ‘Email’ field, or the value of the ‘Email’ field is identical to the Email Address captured via SMS.

How It Works

Activating the feature is simple:

  1. Configure one or more Keywords in your turboDial Management Account .
    You do not need to use Keywords as part of your Email Address Capture sequence, but the Inbound SMS Keywords feature must be active.
  2. Add a correctly configured API Goal  in a Campaign Builder campaign and publish the campaign. See the Configuration section below for full details.

Please Read: After you add or change an API Goal in your Infusionsoft Campaign Builder you must inform turboDial to look for it by clicking the Reset Disabled Goals button in your turboDial Management Account.

Once the above steps are complete turboDial operates as follows:

  1. turboDial will scan all inbound SMS messages to any of your turboDial Inbound Numbers looking for valid Email Addresses.
  2. When a valid Email Address is found in a message turboDial will then look to see if you have an API Goal in Infusionsoft configured for the Inbound Number the message was sent to.
  3. If a compatible API Goal for the Inbound Number is found then turboDial will store the Email Address into the Contact Record and trigger that API Goal to start the automation in your Infusionsoft account.
    If the Contact Record already has an Email Address and it is different than the one received via SMS, turboDial will not overwrite the current email address and will not trigger the API Goal.
IMPORTANT: Do not attempt to use this Email Address Capture via SMS  feature with a large live audience. This feature does not support large mass quantities of SMS messages arriving at one time.

3 Steps to configure EMAIL ADDRESS CAPTURE:

Step 1: Choose the Inbound Number(s)

This feature works on a per-inbound-number basis. If you don’t have an API Goal configured to be compatible with a specific Inbound Number then Email Address Capture will not operate for Inbound text messages to that number.

You can choose multiple Inbound Numbers, and you will need to create a compatible API Goal for each of them.

Step 2: Configure the API Goal (or Goals)

You need one API Goal configured for each Inbound Number you will use to capture Email Addresses with. Each API Goal is setup as follows.

Integration: EmailAddressFound
Call Name: Inbound<number>

Where <number> is the digits of the inbound number the SMS is sent to.
Note that the word Inbound begins with a capital I.

Please Read: After you add or change an API Goal in your Infusionsoft Campaign Builder you must inform turboDial to look for it by clicking the Reset Disabled Goals button in your turboDial Management Account.

Example:
Here’s an example, using an Inbound Number of +19526495442.

Notes on the Example:

  • An inbound SMS message containing “mary@example.com” and sent to +19526495442 will cause the Email Address to be stored and the API Goal to be triggered by turboDial
  • An inbound SMS message containing “Please send more info to mary@example.com” and sent to +19526495442 will not cause the Email Address to be stored and will not cause the API Goal to be triggered by turboDial because the SMS had other content in addition to the email address.
  • An inbound SMS message containing “mary@examplecom” and sent to +19526495442  will not cause the Email Address to be stored and will not cause the API Goal to be triggered by turboDial because the Email Address does not pass validity checks.
  • An inbound SMS message containing “mary@example.com” and sent to +19526497777 will not cause the Email Address to be stored and will not cause the API Goal to be triggered by turboDial because there is no API Goal compatible with that Inbound Number

Multiple Inbound Numbers?
If you want Email Addresses to be captured for more than one Inbound Number then you will proceed to create additional API Goals, one for each Inbound Number you want to enable for Email Address Capture.

Step 3: Create the Remaining Automation

Use the API Goal from Step 2 to initiate any sequence of automation you desire in Infusionsoft Campaign Builder. Most often this automation will send an email to the contact with the content they’ve requested or instructions on how to obtain it.

Here’s an example campaign:

  1. This campaign starts when an SMS containing a configured Keyword is received. The SMS Keywords feature in turboDial triggers the initial API Goal.
  2. In the next step a decision node is used to check if an email address is already available for this Contact. This check will likely use a tag, and you will need to manage your Contact records so that all Contacts who have email addresses receive that tag.
  3. If an email address is already available then the campaign proceeds immediately to the final sequence.
  4. If no email address is available, then the next sequence uses the Campaign SMS feature to send an SMS back to the Contact asking them to reply back with their email address.
    This sequence should send the Campaign SMS multiple times, separated by delay timers, to ensure the Contact receives the request and remembers to reply.
  5. When the contact replies back via SMS with a valid email address turboDial will capture and store that address and trigger the “EmailAddressFound” API Goal. That goal will proceed immediately to the final sequence.
  6. Final sequence: the content is sent by email back to the contact.
    This sequence should also apply the tag mentioned in step 2 because the Contact is known to have an email address.

Please note that Infusionsoft Campaign Builder has a queuing delay when a goal is triggered; It may take 2-3 minutes before the sequence following the goal begins to run. For that reason your text message reply to a prospect’s inbound text message may not be immediate.

Note Records for Email Address Capture:

turboDial automatically attaches a Note Record to the Contact associated with the ‘from’ phone number when an Inbound SMS text message arrives. If Email Address capture succeeds then the Note Record will include a comment in the body:

If the Contact Record had an existing email address that matched the Captured Email Address then only the API Goal trigger occurs and this comment is included in the Note:

Email Address Goal Triggered: <email address>

If the Contact Record had no email address then the Note Record will include this comment:

Email Address Captured & Goal Triggered: <email address>

See this guide section for full information on creating turboDial Reports in Infusionsoft.

 

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