Project
SMS in Salesforce Marketing Cloud
Full texting solution for Salesforce Marketing Cloud enabling two-way SMS campaigns.
→ Two-way SMS integrated with Salesforce campaigns
Starting point
Email-only follow-ups weren’t enough for time-sensitive reminders.
What I built
Two-way SMS alongside the existing email system, with opt-in and reporting.
What changed
SMS live for reminders and follow-ups — better response when timing matters.
The person who scoped this is the person who built it. Same person on the handoff — that's the trade you make hiring one consultant instead of an agency.
Starting point
Where things stood
Email was the only automated outbound channel. SMS had higher open rates and faster response times for time-sensitive communications (appointment reminders, event confirmations, follow-ups), but Marketing Cloud's native SMS capabilities were limited and expensive at the firm's scale.
Approach
The path we chose
A firm wanted to add SMS as a marketing and operational channel, integrated directly with their existing Salesforce Marketing Cloud instance.
Build
How I built it
- Used the MyRepChat API (built for regulated industries) inside Salesforce via Remote Site Settings, Custom Metadata Types, and Apex classes to send texts within an engagement series.
- Integrated Bitly in Apex to automatically shorten URLs before sending, keeping texts short and readable.
- Added click tracking with Cloudflare Workers — each click passed a timestamp, phone number, and URL into a Google Sheet.
The honest part
What made it tricky
The parts that didn't go to plan — and how I worked around them.
- Triggering a text within an engagement series — I implemented the text as a task within the series.
- Cloudflare was new to me; there was a learning curve before it worked smoothly with Google Sheets.
After launch
What changed
- Markedly higher open rates on SMS than email for time-sensitive messages.
- Seamless SMS integration inside Salesforce Marketing Cloud.
- Fully automated from send to tracking, with little manual effort.
Capabilities
What it does
Stack
Tools used
Services
Related services
This project is an example of these lanes — most real work touches more than one.
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