SMS finance marketing solutions
SMS templates for finance companies
Your current balance is [sum]. For more information about your latest transactions, please log-in to your account: site.com/login
Thank you for choosing [financial institution].”
Thank you for choosing [financial institution].
[financial institution]
Key benefits of text messaging for financial institutions
Premium SMS solutions for your financial business
Frequently asked questions
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How can I send financial documents as text messages?
We recommend sending financial documents as SMS attachments. Textmagic automatically converts files into clickable links that only the sender and the recipient can access. Here’s the step-by-step guide to forwarding SMS finance attachments:
Step #1: Log in to your Textmagic account or sign up for a free 30-day trial. Navigate to “Compose”.
Step #2: Fill out the necessary fields: “To“, “From“, “Message“. Click on “Attach File” and add the file from your computer.
Step #3: Textmagic will automatically convert your file into a clickable link.
Textmagic supports Word documents, image files (.jpg, .png,.gif), and PDFs.
Can I import an existing list of customers to Textmagic?
Please keep in mind that you will need to receive confirmation from subscribers to start sending texts through our platform. Here’s our step-by-step tutorial:
Step #1: Log in to your Textmagic account or sign up for a free 30-day trial. Navigate to the Contacts tab and click on New Contact.
Step #2: You can import multiple contacts from Excel documents, or you can add your contacts one by one. We also added a new feature that allows you to import Salesforce contacts. Please keep in mind that contacts imported from an Excel file should include the necessary fields (e.g., first name, last name, phone number, etc.). If you are importing contacts from a different country, don’t forget to add the country code.
Step #3: Assign your contacts to a list and click Continue. Match your Excel data with the custom fields and click Continue again. Wait for the list to update. You will be notified via email once the process is complete.
The next step is to send a mass text message asking people to opt-in to your mobile list. Set automation rules for contacts that confirm opt-in, and use enticing offers or SMS polls to encourage their reply.
What Zapier integrations do you provide for financial institutions?
Textmagic integrates with hundreds of apps, including payment processors and invoicing tools. Check out some of our available integrations below or visit our Zapier page:
- Payment Processors: PayPal, Stripe, Square, etc.
- Invoicing Tools: Invoice Ninja, Invoice Berry, Zoho Invoice, Invoiced, etc.
- Spreadsheet Tools: Excel, Google Sheets, Smartsheet, etc.
- Appointment & Booking Tools: Calendly, Book like a boss, HoneyBook, YouCanBook.me, etc.