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Channel Alignment Playbook
How to integrate TextingOnly SMS opt-ins into every marketing channel you run — paid search, Meta, SEO, Google Business, email, and direct mail — with attribution at each source.
The PlayIntegrate SMS opt-ins into every channel — paid search, Meta, SEO, Google Business, email, and direct mail.
Why It WorksA consistent naming convention gives you clean attribution at every source.
Best ForAgencies and marketers who need unified, channel-by-channel client reporting.
SMS Integration by Channel
| Channel | Integration Method | SmartLink Placement |
|---|---|---|
| Paid Search (Google) | SmartLink as ad URL or landing page CTA | “Text for a quote” button above the form |
| Meta (Facebook/Instagram) | SmartLink as ad CTA or in bio | “Send a text” CTA button |
| SEO / Website | SmartLink as “Text Us” button | Header, hero section, contact page |
| Google Business Profile | SmartLink in description | “Text us directly” in business description |
| SmartLink button in email template | “Reply via text instead” CTA | |
| Direct Mail | QR code on printed piece | Front of mailer, large, with clear CTA |
Naming Convention That Makes Attribution Work
For Channel Alignment to produce useful attribution data, every SmartLink must be named to identify channel + campaign. Use this format: [Channel] — [Campaign] — [Date]. Examples: “Google Ads — HVAC Keywords — May 2026” or “Instagram Bio — Spring Promo — 2026.” This naming appears in the contact record and Scans & Clicks report — no additional setup required.
Unified Client Reporting Framework
- Opt-ins by source — Which channel drove the most SMS contacts
- Completion rate by source — Which channel’s opt-ins complete the OTTO conversation at the highest rate
- Cost per opt-in — Divide channel spend by opt-ins to compare across channels
- Revenue attribution — Connect Prepare Caller completions to closed deals for ROI reporting
Frequently Asked Questions
How do I add SMS to each marketing channel?
Place a SmartLink as the CTA per channel — ad URL for paid search, link in Meta, button on SEO and Google Business pages, CTA in email, QR on direct mail.
Why does the SmartLink naming convention matter?
Naming each SmartLink “[Channel] — [Campaign] — [Date]” is what makes per-source attribution work in your reporting.
What can I report across channels?
Opt-ins by source, completion rate by source, and cost per opt-in — a unified, client-ready report.