How To Send SMS With Systeme.io: A Step-by-Step Guide To Boosting Engagement

If you’ve ever wished you could text your leads and customers directly from your Systeme.io dashboard, your wish just came true.

You can now send SMS messages straight from your Systeme.io account—no complicated coding or third-party tools required.

This feature is a big deal for marketers, coaches, and business owners who want to reach their audience instantly. Unlike email, SMS messages have an open rate of over 90%, often within minutes. That means your message doesn’t get lost in an inbox—it gets seen.

In this guide, we’ll walk you through exactly how to send SMS messages with Systeme.io, how to automate them, and how to track your results. We’ll also cover a few important tips to make sure your messages get delivered successfully.

Let’s get started.

Why Sending SMS with Systeme.io Matters

While email marketing remains powerful, SMS brings a level of immediacy and visibility that’s hard to beat. Think about it: people may ignore an email, but almost everyone reads their text messages.

Adding SMS to your Systeme.io marketing setup lets you:

Reach leads faster — SMS notifications are seen almost instantly.
Boost engagement — Use texts for reminders, confirmations, or special offers.
Automate communication — Send follow-ups or updates based on triggers.
Centralize your workflow — Manage both email and SMS marketing from one place.

If you already use Systeme.io for funnels, automations, and emails, adding SMS messaging makes your setup even more powerful.

You can try this feature today on Systeme.io.

How do I Send SMS with Systeme.io?

Step 1: Connect Your Twilio Account to Systeme.io

Before you can send SMS messages, you’ll need a Twilio account. Twilio is a trusted platform that powers SMS delivery for thousands of companies worldwide. It ensures that your texts are delivered securely and comply with local regulations.

Here’s how to connect Twilio to Systeme.io:

Log in to your Systeme.io account.
Go to Settings → Integrations → Twilio.
Enter your Twilio SID and Auth Token.
Save your changes.

That’s it—you’ve just linked Systeme.io with Twilio.

This integration allows you to send SMS messages using your verified Twilio number. If you don’t yet have one, you can easily create a Twilio account and follow their quick setup steps to get a verified number.

Pro tip: Keep your Twilio credentials safe. They’re the keys to your SMS connection.

Step 2: Create SMS Templates

Once Twilio is connected, it’s time to create your first SMS template. Templates help you save time by allowing you to reuse message formats for promotions, confirmations, or updates.

Here’s how to set one up:

From your Systeme.io dashboard, go to SMS → SMS Templates.
Click Create.
Write your message and give it a recognizable name (for example: Welcome Message).
Add personalization variables like {first_name} or {email} to make your message feel more human.
Save the template.

Example:

Hi {first_name}, thanks for signing up! You can access your free course here: [YourLink.com].

Short, friendly, and straight to the point.

You can now use this template whenever you send or automate SMS messages.

Step 3: Automate Your SMS Messages

Automation is where Systeme.io really shines. Just like you can automate emails, you can now automate SMS messages based on triggers such as new signups, purchases, or form submissions.

Here’s how to do it:

Go to Automation Rules or Workflows in your Systeme.io dashboard.
Choose the trigger (for example: “User subscribes to a funnel”).
Add an action and select Send SMS.
Choose your SMS template.
Save the workflow.

Now, every time someone triggers that event, Systeme.io automatically sends them your chosen text message.

For instance, you could:

Send a welcome SMS when someone joins your email list.
Send a payment confirmation SMS after a purchase.
Send a reminder SMS before a webinar or live session.

Automating SMS saves time and ensures your audience gets timely updates without you having to lift a finger.

Step 4: Track Your SMS Performance

Knowing what works is just as important as sending the message itself. Systeme.io lets you track your SMS performance so you can see how your campaigns are doing.

To view your stats:

Go to SMS → Statistics.
You’ll see delivery rates, failed messages, and a detailed log of sent texts.

These insights help you fine-tune your campaigns, adjust your message content, or even test different templates to improve results.

If a message fails, it could be due to invalid phone numbers, carrier issues, or regional restrictions. Reviewing your stats helps you catch and fix these issues quickly.

Step 5: Manage SMS Costs and Compliance

One important thing to note: SMS delivery and costs are handled directly through Twilio, not Systeme.io.

Twilio’s rates vary by country, but they’re generally affordable, especially compared to the value of direct communication. You can check Twilio’s pricing on their website to plan your budget.

Also, make sure you’re collecting phone numbers properly. When setting up your funnels and forms, include a phone number field so contacts can opt in to receive SMS updates.

Tip: Always get permission before sending promotional texts. Compliance builds trust and keeps your business safe from SMS marketing violations.

Best Practices for Sending SMS with Systeme.io

To make the most out of your SMS feature, keep these best practices in mind:

Keep messages short and clear. SMS has a 160-character limit, so get to the point.
Personalize whenever possible. Use first names and context to make messages feel genuine.
Send at the right time. Avoid late-night messages. Send during normal business hours.
Don’t over-message. SMS is more personal than email—too many texts can feel intrusive.
Test before launching big campaigns. Send test messages to ensure everything works as expected.

These simple steps will help you maintain professionalism while keeping your audience engaged.

FAQs

Do I need a Twilio account to send SMS with Systeme.io?

Yes. Systeme.io uses Twilio to send SMS messages, so you’ll need to create and connect your Twilio account.

Can I automate SMS messages?

Absolutely. You can use automation rules or workflows to send SMS messages automatically based on triggers like signups, purchases, or completed actions.

Can I personalize SMS messages?

Yes. Systeme.io lets you add dynamic fields like {first_name} and {email} to make messages more personal.

How much does it cost to send SMS?

Systeme.io doesn’t charge for sending SMS directly. Costs depend on Twilio’s pricing for your region and volume.

Can I see if my messages were delivered?

Yes. You can track delivery and failure rates under SMS → Statistics in your Systeme.io dashboard.

Conclusion

The ability to send SMS directly from your Systeme.io account changes the game for digital entrepreneurs. It brings your communication closer to your audience—instantly and personally.

With just a few steps—connecting Twilio, creating templates, and setting up automations—you can send messages that actually get read.

Ready to start sending SMS messages and boost your engagement?
Sign in or create your free account today at Systeme.io.

What kind of SMS would you send first—welcome messages, reminders, or special offers?