Automate Email & SMS with Textmagic: 6 flows for busy teams

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You’re managing messages, sending follow-ups, answering the same questions. Every week, it eats hours you could spend actually growing your business.

• What if every lead got a fast follow-up?  
• What if after-hours messages got answered automatically?  
• What if every new customer felt welcomed without you doing a thing?

Automation flows let you do all that. And more.

How automation flows save you time

Automation flows in Textmagic let you create simple communication sequences across SMS and email.

Here’s what changes when you automate:

• Reply to people faster, even when you’re busy: Auto-replies make sure every message gets acknowledged, even when you’re offline. One business saw a 3x higher reply rate by responding within minutes.
• Stop manually sending the same message 50 times a week. One lead follow-up, one welcome sequence, one review request: set it up once and it runs forever.
• Every customer gets the same excellent experience, every time. No forgotten follow-ups. No missed reminders. No guessing what was sent and what wasn’t.
• Use email and SMS together in one place. Start with an email, follow up with a text, or mix them however you want. 
• Spend less time on communication and more time on your business. Build an automation flow once, and let it run quietly in the background while you focus on sales, service, or whatever moves the needle.

How to use automation flows in Textmagic

If you can describe what should happen and when, you can automate it with Textmagic. Most flows take less than 5 minutes to create.

If you don’t have an account yet, sign up for a free trial. You can explore every feature and only pay when you start sending messages.

Here’s how every automation works in Textmagic:

1. Trigger: What starts it (new contact, inbound SMS, tag added, etc.)
2. Actions: What happens next (send a message, update a contact, assign a task, etc.)
3. Rules: Add control with delays or conditions (like waiting for a reply before continuing, taking an action based on Y/N logic)
4. Scheduling: Choose when flows are active (24/7, business hours, or by time zone)

For a full breakdown of triggers, actions, rules, and scheduling, check out our support article. But don’t worry about the technical side. We’ve built templates for the most common use cases. 

Six automations you can start using today

To make it simple, we have created a collection of automation templates that you can start from instead of building an automation from scratch.  Just pick the one you need, tweak the messages directly from the automation flow, and turn it on.

1. Business hours (and after hours) replies 

Template: Auto-reply based on business hours

• What it does: Automatically replies to incoming messages based on the time of day, so customers know when they’ll hear back.
• Why it matters: You can’t be available 24/7, but customers still message you outside business hours. An instant auto-reply keeps the conversation warm and sets expectations. No more customers thinking you’re ignoring them.
• When to use it: You get messages at odd hours and want to acknowledge them immediately without staying “on call.”

2. Automatically follow-up with leads

Template: Lead follow-up 

• What it does: Sends a timely first message to new leads, then checks in again based on whether they’ve responded.
• Why it matters: Most deals go to whoever responds fastest. This flow turns you into THE responsive company. You also stay top of mind without being annoying.
• When to use it: You want to close more deals but don’t have time to manually follow up with every new inquiry.

3. Onboard new contacts or employees

Template: Onboarding email sequence

• What it does: Delivers a short welcome sequence that helps people get started, whether they’re new customers or new team members. 
• Why it matters: A good first impression builds trust and reduces confusion. Automated onboarding also frees you from writing the same email over and over.
• When to use it: You want to make a strong first impression and get people up to speed fast, without creating a manual checklist every time.

4. Request reviews for your business

Template: Review request + email follow-up

• What it does: Sends a polite follow-up asking for feedback a few days after a service or purchase ends. Automated timing means you catch customers while their experience is still fresh.
• Why it matters: Most businesses want more reviews, but few actually ask, because it’s awkward or easy to forget. This flow asks for you, at the right time. 
• When to use it: You want to build credibility with future customers through social proof, but hate asking for reviews one-by-one.

5. Send welcome messages to new contacts

Template: Send welcome SMS (or email) to new contacts

• What it does: Sends a greeting and next steps message right after someone signs up or gets added to your list. Sets clear expectations from the start.
• Why it matters: People want to feel seen and informed. An immediate welcome message makes them confident they made the right choice and know what happens next. It also reduces anxiety and support questions.
• When to use it: You want new contacts to feel valued and know what to expect next.

6. Send flash sale or limited-time reminders

Template: Flash sale countdown

• What it does: Sends short, timed reminders via SMS and email during a sale or promotion. Builds urgency without bombarding everyone at the last second.
• Why it matters: Limited-time offers work best when people get reminders before time runs out. Automation spreads the message across the sale period so more people see it and act on it. No last-minute all-caps blast required.
• When to use it: You’re running a promotion and want to drive conversions without turning into spam.

Ready to stop wasting time on repetitive messages?

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