;
};
Keyword SMS automation lets you capture leads automatically when someone texts a specific word or phrase to your business number. You promote the keyword — at events, on social media, in emails — and the HoopAI Platform handles everything else: capturing the contact, sending the response, applying tags, and enrolling the contact in follow-up sequences.
## Why this matters
A keyword opt-in is one of the simplest and highest-converting lead generation tools available. When you say "Text GUIDE to \[number]" at an event or in a social media post, every person who texts in becomes a new lead in your system — automatically tagged, sequenced, and followed up with — without any manual work on your part.
## How to set up keyword SMS automation
Go to **Automation** > **Workflows** and click **New Workflow**. Name it based on your keyword — for example, "Keyword Opt-In: GUIDE".
Click **Add Trigger** and select **Customer Replied**. This trigger fires whenever a contact sends a message matching your specified criteria.
Add the following filters to the trigger:
* **Channel:** SMS (or the channel you want to monitor — Facebook Messenger and Instagram also work)
* **Reply Type:** Exact Match Phrase
* **Value:** Your keyword — for example, `GUIDE`, `FREEBIE`, or `JOIN`
Exact match ensures the workflow only fires when someone texts your exact keyword — not just any message.
Click **Add Action** > **Send SMS**. Write your automated reply. For example:
> "Thanks for texting! Here's your free guide: \[link]. Reply STOP to opt out."
Always include an opt-out instruction — this is required by carrier regulations.
Continue building the automation sequence:
* **Add Tag:** Tag the contact with your keyword for segmentation — e.g., `keyword-guide`
* **Add to List:** Place them in a relevant contact list
* **Wait Step:** Pause 1 day before the next follow-up
* **Send SMS or Email:** Continue nurturing with additional value-driven content
Build a 5-day follow-up sequence after the initial keyword response. Day 1: deliver the promised resource. Day 2: share a related tip or case study. Day 3: invite them to book a call or visit your site. Days 4-5: soft close with a clear offer.
Toggle the workflow to **Published**. Then promote your keyword everywhere your audience will see it:
* Social media bios and posts
* Business cards and printed materials
* Speaking events and webinars
* Website landing pages
* Podcast calls-to-action
## Key points
Keyword opt-ins provide a frictionless way for interested people to raise their hand. One call-to-action at a speaking event or in a social media post can generate dozens of new leads automatically — without any manual follow-up required.
The same workflow structure works across multiple channels. Set the channel filter to Facebook Messenger, Instagram, Google My Business, or SMS depending on where you want to capture opt-ins.
Create a separate workflow for each keyword. Different keywords can represent different lead magnets, campaigns, or audiences — and each workflow can deliver a customized response and follow-up sequence.
Always include an opt-out instruction ("Reply STOP to unsubscribe") in your first automated message. This is required by US carrier regulations and protects your sender reputation.
## Key benefits
Collect contact information and opt-ins without any manual intervention.
Contacts receive an immediate, professional response the moment they text in.
Works in any context — events, social media, podcasts, printed materials.
Use keyword-based tags to segment leads for targeted follow-up campaigns.
A single keyword call-to-action can generate leads continuously over time.
