Create and send SMS messages in HubSpot

You can send SMS messages to your contacts to engage more directly with customers who opt into communication with your business. The number of SMS messages you can send monthly depends on the number of message segments available to your account.

Once you've started sending SMS messages, learn more about analyzing their performance. 

Understand requirements

• You must have registered an SMS number in HubSpot and received approval to use it for marketing communications. Learn more about setting up SMS messaging. 
• You must have purchased the Marketing SMS Add-On or the Marketing SMS Short Code Add-On.
• In order to receive SMS messages, contacts must: 
  • Be set as marketing contacts. 
  • Have provided explicit consent to receive SMS messages. 
  • Be opted into the subscription type of the SMS message. 
  • Have a US-based phone number that starts with +1 and contains 11 digits. For example, +1-800-555-5555 would be a valid number. Learn more about reformatting contact numbers. 
  • Have their phone number stored in the Mobile phone number or Phone number property. If phone numbers opted into receiving messages are present in both properties, the mobile phone number will be used. 

Create SMS messages

1. In your HubSpot account, navigate to Marketing > SMS.
2. In the top right, click Create message.
3. In the right panel, enter a name for the message in the SMS name field. 
4. Fill in any required or optional custom properties, then click Create message. 
5. In the editor, enter the content of your message in the Body text section. 
   • To generate SMS content based on a prompt, click the breezeSingleStar AI icon, then enter a prompt and click the breezeSend send icon. 
   • To personalize your message content, click Personalize. 
   • To add a link, emoji, or special character, click the icon in the rich text toolbar. 
   • By default, SMS messages will include the standard opt-out text, "Text STOP to opt out." To customize this text, clear the Include default opt-out text field, then enter custom opt-out text in the content of the message. Including opt-out text is required to send SMS message through HubSpot. 
6. In the right column, preview how your message will appear to your recipients:
   • To preview the message for a specific contact, click the View default preview message dropdown menu and select a contact. 
   • To preview the message in different font sizes, click thetexttext icon, then click and drag the slider to change the text size. 
   • To preview the message in dark mode, click Turn on dark screen mode. 
   • Above the preview, review the message's character count and message segments.
7. To change the language of the default opt-out text:
   • Click the Settings tab.
   • Click the Language dropdown menu and select a language. Learn more about HubSpot's supported languages.
8. To associate the message with a campaign: 
   • Click the Settings tab. 
   • Click the Marketing campaign dropdown menu and select a campaign. Learn more about associating assets with campaigns.

Send a test message

1. In your HubSpot account, navigate to Marketing > SMS.
2. Click the name of a drafted message. 
3. In the top right of the editor, click Send test message.
4. In the right panel, click the Choose one or more recipients dropdown menu and select a phone number.
5. To add a phone number not associated with a HubSpot user:
   • Click the Choose one or more recipients dropdown menu.
   • Enter the phone number manually, including the country code, then click Create option [###]
6. Repeat for each additional phone number. 
7. To receive the version of the message a specific contact would be sent, click the Receive SMS as a specific contact dropdown menu and select a contact. 
8. Click Send test message. 

Send SMS messages

1. In your HubSpot account, navigate to Marketing > SMS.
2. Click the name of a drafted message.
3. In the editor, click the Sending tab. 
4. In the right column, click the Send to dropdown menu and select each segment or contact you want to add as recipients. 
5. Click the Don't send to dropdown menu and select each segment or contact you want to exclude from the recipients.
6. In the left column, click the How will you send this message dropdown menu and select a sending option: 
   • Send now: message will send immediately
   • Scheduled for later: message will send at a time you select.
   • As part of a workflow: message will be published and can be sent from a workflow.
7. If you're schedule the message to send later:
   • Click the Date field and select a date.
   • Click the Time dropdown menu and select a time. 
   • In the Time zone section, select an option: 
     • Your account time zone: send time will be calculated using the time zone set in your account's settings. All recipients will be sent the message at the same time.
     • Your time zone: send time will be calculated using your user's time zone. All recipients will be sent the message at the same time.
     • Contact time zone: send time will be calculated using the recipients' time zones.
       • Recipients will be sent the email on a staggered basis over 24 hours.
       • Click Check contacts' time zones to see more information about the time zones of your recipients.
       • Contacts without time zones will sent the email as if they were in your account's time zone. 
8. By default, SMS messages are not sent from HubSpot from 8PM to 8AM in a contact's time zone. To remove this restriction, toggle the Quiet hours switch off. This is not recommended, as it can result in violations of SMS sending laws. Learn more about quiet hours. 
9. In the top right, click Review and send or Review and schedule. 
10. Review the estimated message segments and minimum send time, as well as any errors or warnings. 
11. Click Send message or Schedule message 

Export SMS messages

1. In your HubSpot account, navigate to Marketing > SMS.
2. In the top right of the table, click the Actions dropdown menu and select Export SMS messages. 
3. In the dialog box, enter a name for the export in the Name field.
4. Click the Format dropdown menu and select a format for the exported file. You can select CSV, XLS, or XLSX.
5. In the Choose what you'd like to export section, select an option:
   • SMS dashboard data in current view: only export data from the SMS messages included in the current saved view.
   • All available SMS dashboard data: export all SMS data.
6. Click Export.

The exported file will be sent to your user's email address and added to your notifications.