TextingHouse User Guide for HubSpot

Note: To use HubSpot with TextingHouse, you must first have created a HubSpot account and a TextingHouse account : follow the setup guide.

Are your HubSpot and TextingHouse accounts linked? Has your TextingHouse account been funded with SMS credits? Great, you now have access to all SMS features, directly integrated into HubSpot!

Here is an overview of the most common tasks you can do:

Automate your SMS sending with HubSpot workflows

In each HubSpot workflow you create, you can add a “Send an SMS” action

Then complete the text of the SMS.

You can personalize it by using the contact’s properties which will be automatically replaced when sending, such as their last name, first name…

Choose the contact property which contains the mobile phone number (in international format. Example for a Belgian phone number: 32 475 XX XX XX). Usually, this will be the “Mobile Phone Number” field.

If you have defined sender ID on the TextingHouse interface (See Sender ID configuration), you can select one here.

And click on the “Save” button to validate the action.

Text to a HubSpot contact

For each contact, an “SMS” card is added with button “Send SMS to…”.

Click on the button to open the send popup.

 

Note: the first time, the card is the last in the list. You can move it higher for easier access!

Tips: “Mobile Phone Number” is used if provided. If not, “Phone Number” will be used.

You just have to type the SMS and click on the send button.

The page indicates the number of characters remaining before the countdown of a new SMS, as well as the total number of SMS corresponding to the message.

 

You will also need to indicate whether your message is commercial or not. See details regarding commercial messages.

 

If you have defined sender ID on the TextingHouse interface (See sender ID configuration), you can select one here.

 

Note: Make sure that the number is in international format.
Example for a Belgian phone number: 32 475 XX XX XX

Send SMS to HubSpot contact

Schedule a SMS campaigns with your contact lists

To send an SMS to a contacts lists or to all your contacts, create a new “Center on a date” workflow.

Choose the “Date of event” which will be the date of sending the SMS.

As with any classic workflow, set your workflow trigger.

To send to a list of contacts, choose “List memberships” and select the desired list.

To send to all your contacts with a mobile number, choose “Contact properties” and select “Mobile phone number” then the option “is known”.

Select the workflow time of day to execute which will be the SMS sending time (more or less the transmission time of HubSpot information).

And finally, add the “Send SMS” action.

 

Enter the text of the SMS.

You can personalize it by using the contact’s properties which will be automatically replaced when sending, such as their last name, first name…

Choose the contact property which contains the mobile phone number (in international format. Example for a Belgian phone number: 32 475 XX XX XX). Usually, this will be the “Mobile Phone Number” field.

 

If you have defined sender ID on the TextingHouse interface (See Sender ID configuration), you can select one here.

And click on the “Save” button to validate the action.

Follow-up of SMS sent

For each SMS sent, an event will be added to the contact’s timeline.

The event indicates the status of the SMS:

  • SMS being sent: being transferred to telephone network operators
  • SMS sent: transmitted to the mobile telephone operator
  • SMS received: acknowledgment of receipt received
  • SMS not received: acknowledgment of receipt not received (invalid number, expired SMS, recipient out of network, number blocked by the recipient…)

Note: after installation, TextingHouse activities are not displayed by default in the timeline. To see them, click on “Filter activity” and select “INTEGRATIONS > TextingHouse” from the list.

On your TextingHouse account interface, you can also find the history of all your SMS sent.

It is possible to create workflows which will be triggered according to the status of the SMS sent. For example to create a workflow when the SMS is not received.

To do this, select the filter “TextingHouse – Envoi de SMS PRO: SMS sent” and complete the property “SMS status” à “SMS not received”.

Follow-up of responses received

For each SMS response received, an event is added to the contact’s timeline.

The event indicates the original SMS and the response received.

 

Note: after installation, TextingHouse activities are not displayed by default in the timeline. To see them, click on “Filter activity” and select “INTEGRATIONS > TextingHouse” from the list.

It is possible to create workflows triggered upon receipt of a response.

To do this, select the filter “TextingHouse – Envoi de SMS PRO: Response received” and for example the property “Date of sending of the original SMS (which received a response)” completed with the date of the original SMS.

Sender ID configuration

Sender ID configuration on TextingHouse API interface.

Go to the “Options” page and select the “Sender ID” tab.
Note: The other settings tabs don’t apply to HubSpot.

You can then make a request to add a new name, by clicking on the button.

Following your request, supporting documents concerning your trade name may be requested (proof of trademark registration or other supporting document…).

 

Note: when you send an SMS with a sender ID, your recipients will not be able to reply to you by SMS!

Commercial messages

The sending interface allows you to indicate whether your SMS is commercial (or marketing), or whether it is a service message.

 

Reminder of the CNIL rules concerning commercial SMS:

SMS advertising is possible in France provided that people have explicitly given their consent to be canvassed when collecting their mobile phone number.

Each commercial message must:

  • specify the identity of the advertiser,
  • provide a simple way to object to receiving new solicitations (STOP SMS).

 

STOP SMS

TextingHouse allows you to automatically collect STOP SMS via the URL: sms-s.top

To allow your recipients to unsubscribe from your communications, add at the end of the text of your SMS: STOP sms-s.top

 

Time restrictions:

The rules for prospecting by SMS define that messages of a commercial nature must be sent on working days and during the day. The slots allowed by TextingHouse are therefore as follows:

  • Monday to Friday 8 a.m. to 8 p.m.
  • Saturday between 10 a.m. and 3 p.m.

Text messages of a commercial nature sent outside the authorized time slots will be retained and sent at the next working hour without the customer being able to issue a complaint or canceling.

Test SMS to 999

Sending an SMS to the number 999 is a simple way to test TextingHouse with HubSpot for both development and service monitoring.

Tests SMS are useful for example for test your HubSpot workflows without actually sending an SMS. Note that SMS sent to 999 are not charged.

TextingHouse will support these tests in the same way as standard SMS, this implies in particular adding events to the contacts timeline.

To send a test SMS, enter 999 as the phone number for your test contacts. The content of the test SMS is free and not taken into account.

Buy SMS credits

To purchase SMS credits, visit the TextingHouse Buy credits page.

Low credit alerts :

Two automatic alerts will be sent by email to the identifier of the TextingHouse account. These alerts are sent when your credit reaches 30% and then 10% of the number of credits purchased during your last purchase.

Uninstall TextingHouse from HubSpot

If you want to remove TextingHouse from your HubSpot account, go to the “Profile & Preferences” section of your account.

You will find the list of connected applications in the menu: Settings > Account Setup > Integrations > Connected apps.

Then you just have to click on the “More” button, then “Uninstall”.

 

By uninstalling, no more SMS will be sent nor any data will be transmitted to TextingHouse. All TextingHouse data posted to your contacts’ timeline will be retained by HubSpot.

 

 

We are sorry to see you go, do not hesitate to leave us your possible comments on our contact page.

Uninstall TextingHouse for HubSpot