Overview
To run SMS campaigns in Audience Activation, SMS settings must first be configured on the account in the Fullpath Dashboard. This article explains where to find SMS settings and what each configuration controls.
Navigation
Dashboard > Account Settings > Audience Activation > SMS Settings
Direct link: https://dashboard.fullpath.com/settings/nurture/sms-settings
To open SMS Settings:
- Log in to the Fullpath Dashboard.
- Go to Account Settings.
- Select Audience Activation from the product dropdown.
- Select SMS Settings.
Configurations
These toggles control whether SMS is active on the account and how shoppers without a recorded SMS consent status are treated.
| Configuration | What it does |
|---|---|
| Status | Toggle ON to activate SMS on the account for use in Audience Activation. Toggle OFF to pause SMS campaigns. |
| Auto-Enable SMS | Turns on SMS campaigns automatically when setup is complete. |
| Treat Unknown Preferences as Opt-Ins | When a phone number has no SMS consent status, the shopper is treated as SMSable. Leave OFF (default) to keep these shoppers not SMSable. |
Important: Turning on Treat Unknown Preferences as Opt-Ins requires an explicit request and approval from the Dealership.
Settings
These settings control SMS frequency, personalization, bot replies, and how long a shopper stays eligible for SMS after a lead, sale, or service visit.
| Setting | What it does | Default | Input |
|---|---|---|---|
| Minimum Days Between SMS | The minimum number of days Fullpath waits between SMS communications to a customer. | 30 days | Number (0–999), required |
| SMS Assistant Name | The name used for personalization in SMS campaigns. | POC first name from the sign-up form | Free text |
| SMS Reply Custom Instructions | Specifies what the SMS bot should or should not discuss with shoppers. Instructions should be specific, not general guidelines. | None applied | Free text, up to 600 characters |
| Dealership SMS Name | How the dealership name appears in SMS messages. | Full dealership name | Free text, under 20 characters |
| Lead SMS Engagement Timeline | The time period (days) for SMS engagement after a lead submission. | 180 days | Number, required |
| Sale SMS Engagement Timeline | The time period (months) for SMS engagement after a sale. | 36 months | Number, required |
| Service RO SMS Engagement Timeline | The time period (months) for SMS engagement after a Service RO. | 18 months | Number, required |
Requirement: The Service RO SMS Engagement Timeline requires a connected DMS, and not all RO data is supported. See Supported DMS.
Shopper Replies and Calls
-
Replies: When a shopper replies to an SMS, the reply is visible in the Dashboard. The SMS bot responds by default, and a team member can step in and respond at any time.
- Calls: When a shopper calls the number the SMS was sent from, the call is forwarded to the Dealership's main number.