Dupey ConsultingPROJECT / AUTOMATION
SMS in Salesforce Marketing Cloud
ENGAGEMENT SERIES → TEXT
The engagement series could automate email and task assignment. Built an SMS step in that same series - Apex calls MyRepChat to send the text, with Bitly shortening and click tracking beside it.
- Project type
- Campaign / SMS automation
- Role
- Automation developer
- Systems
- Salesforce · Marketing Cloud · MyRepChat
- Status
- Internal system
THE STARTING POINT
The series could email. It did not have a text step.
The existing engagement series could automate email and task assignment. What it did not have was the SMS step the team wanted for time-sensitive campaign communication - so texts could not ride the same automated path as email.
THE MESSAGE FLOW
Marketing Cloud runs the series. MyRepChat sends the text.
When the series reaches the SMS step, Salesforce creates a Task. Apex prepares the outbound message, shortens URLs with Bitly, and calls the MyRepChat API. MyRepChat delivers the text.
- 01Engagement seriesThe campaign path in Marketing Cloud
- 02Salesforce TaskStands in for the SMS step
- 03Apex + BitlyPrepare the text; shorten URLs
- 04MyRepChatSends the SMS
- 05RecipientOutbound delivery
Click tracking is separate from delivery: shortened link → Cloudflare Worker → Google Sheet.
WHAT I BUILT
A Task in the series. A send through MyRepChat.
I wired the SMS step into the engagement series the team already ran. MyRepChat is built for regulated-industry communication; Apex is what actually calls it. Bitly keeps the texts readable. Click tracking logs campaign link activity - it is not part of how the message is delivered.
SALESFORCE · MARKETING CLOUD · APEX · MYREPCHAT · BITLY · CLOUDFLARE WORKERS · GOOGLE SHEETS
SEND
- A Salesforce Task acts as the SMS step in the engagement series
- Apex calls the MyRepChat API to deliver the message
SHORTEN
- Before the message is sent, Apex uses Bitly to shorten URLs in the text
TRACK
- Clicks on shortened links pass through a Cloudflare Worker
- Those clicks are logged for campaign tracking
THE LOGIC
The series still owns the campaign. The text is a Task, then a send.
The SMS step had to live inside the engagement series, not as a separate blasting tool. A Salesforce Task is how that step is represented. Apex prepares the outbound message and shortens links, then MyRepChat sends it. Tracked clicks are recorded on their own path.
- 01
Series
The engagement series reaches the SMS step.
- 02
Task
A Salesforce Task represents that step.
- 03
Prepare
Apex prepares the outbound message and shortens links.
- 04
Send
MyRepChat sends the text.
- 05
Track
Tracked link clicks are recorded separately.
WHERE IT LANDED
SMS is now a usable step inside the existing automated engagement series. Email and text can participate in the same campaign workflow, and links in those texts can be shortened and click-tracked.
I designed and built the integration. It runs as an internal system.
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