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You will be able to set up this Trigger for allowing clients to automatically text a “Keyword” of your choice to the account number and have them automatically included in your contact group of your choice.

*Please Note – if a text is sent with just the “keyword” and does not include a First or Last name (e.g.: “keyword” Joe Smith), the number will be saved as an anonymous phone number in your contacts.

Before we start you will need to have a phone number and have a Contact Group created.

In the left-hand menu, you will select Triggers and then click on “New” to add.

You will name the new Trigger to keep track and select the Type to “SMS”

You will select the phone number the Trigger will be applied to and Type of Condition.

Regular Expression (Recommended – Use code /keyword/i ): This selection allows the client to just include any variation of the “keyword” in the SMS along with his name to be added to your contact list. EX: Client sends – John Doe “keyword, Keyword, or even KeyWord” – this will include the client First Name, Last Name, Phone number to your designated Contact Group. If no name is given the number will be added as Anonymous.

Contains: This selection allows the client to just include the “keyword” in the SMS along with his name to be added to your contact list. EX: Client sends – John Doe “Keyword” – this will include the client First Name, Last Name, Phone number to your designated Contact Group. If no name is given the number will be added as Anonymous.

Starts With: This selection specifies that the client needs to include the “keyword” at the beginning of the SMS with his name to follow in order to be included. EX: Client sends – “Keyword” John Doe – this will include the client First Name, Last Name, Phone number to your designated Contact Group. If no name is given the number will be added as Anonymous.

Next you will choose the “keyword” to trigger the action and add it to the Value field. In the Type of Action, you will select “Add Contact to Group”.

You will need to select the Contact Group the clients will be added to from the dropdown menu and the response to the client is included in the Template field. Click on Create and it is all set.

Finally, you will add a reply message in the Template field that will be sent to the client that just texted in.

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