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How to Set Up an SMS Drip to Follow Up With Leads

How to Set Up an SMS Drip to Follow Up With Leads

An SMS drip automatically texts your real estate leads a short series of follow-up messages after they fill out a form, so you stay in touch without lifting a finger. You build it right inside your form's automations. Texting leads needs their consent first, and this guide walks you through all of it.

What is an SMS drip?

It's a short series of texts that go out to a lead on a schedule after they submit one of your forms. Out of the box it's three messages: a confirmation right away, a follow-up the next day, and a soft nudge a few days later. You can change the wording, the timing, and how many messages go out.

Example:

You can use this feature to text follow-up messages to motivated sellers.

How do you set one up?

Open your form in the form builder and click Automations. Choose Add Automation, then pick Start SMS Drip. Your form needs an SMS Consent field first — that's how leads agree to be texted, and SiteStakes won't start a drip without it. See getting consent before texting leads. For the bigger picture of texting on SiteStakes, see what text messaging can do.

Start sms drip

How do you write the messages?

Each step has three parts: the message, a delay in days, and an on/off switch. Keep each message under 160 characters so it stays a single text. Click a token to drop in details that fill in for each lead:

  • {{lead.first_name}} and {{lead.name}}
  • {{site.name}} and {{owner.name}}

SiteStakes adds "Reply STOP to opt out" to every message for you. Want a head start? Click Load from Templates to pull in ready-made messages you can edit.

When do the texts go out, and what stops them?

The first text goes out at the delay you set — zero days means right away — and each step follows at its own delay, up to 30 days out. Quiet hours still apply: if a text comes due during your quiet hours, SiteStakes holds it and sends it once they're over. Every text uses a credit, so keep some on hand (see SMS setup and credits). The drip stops on its own when a lead replies STOP, when you mark them converted or lost, or if you switch SMS off.

Common questions

Do I need consent to run an SMS drip?+
Yes. Your form must have an SMS Consent field, and the lead must check it. Without consent, the drip won't start. See getting consent before texting leads.
Does the drip stop if a lead replies?+
Only if they reply STOP. A normal reply doesn't pause it, so keep an eye on your replies and follow up personally when someone writes back. The drip also stops if you mark the lead converted or lost.
Where do I see what went out?+
Every text shows on the lead's activity timeline and in the Recent Activity card on your SMS page, along with its status.
What if I run out of credits?+
A text with no credits to cover it won't send. Keep credits topped up so your drip keeps running — see SMS setup and credits.
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