The challenges of this year’s holiday season couldn’t be greater.
Nor the stakes, higher.
For DTC brands who’ve seen costs rise, sales plateau, and margins erode, you need every advantage you can get. And, you need those advantages as quickly, as profitably, and as light-on-resources as possible.
That’s what this guide contains. Sort of.
SMS marketing isn’t a magic bullet. It’s not a standalone strategy. In fact — compared to honing your Black Friday promotions and Cyber Monday deals — text message marketing won’t make or break your ecommerce business.
What SMS will do is add incremental revenue to every click, visitor, shopper, and customer your holiday campaigns touch. That is what this guide contains …
One advantage divided into four stages, covering 15 tactical steps in a single checklist.
Each step takes less than 30 minutes; most, around 15 — some, as little as five.
We’ve also planned it all out in four stages + month-by-month calendars with helpful color guides.
Grab everything and you’ll know when to put what into action for the biggest impact.
Stage 1: Pre-Holiday Set Up & List Growth
Now – Oct. 31st
Stage 2: Before Black Friday Cyber Monday
Nov. 1st – Nov. 23rd
Stage 3: During Black Friday Cyber Monday
Nov. 22nd – Nov. 27th
Stage 4: After Black Friday Cyber Monday
Nov. 28th – Late Dec.
Now - Oct. 31st
There’s no wrong time to start building your subscriber list and setting up your SMS strategy. But there is a right time.
Now! Before the largest ecommerce sale period of the year.
Preparation is the key to success. This couldn’t be more true for your SMS marketing because the proper opt-in is vital to having an engaged first-party subscriber list.
So get this stage set up ASAP — and don’t leave them later than October.
⏰ Time: 5 minutes
📅 Oct. 2nd-3rd
Without enough SMS subscribers, your efforts in setting up campaigns and flows will go to waste.
For quick list growth, start with converting high-intent visitors at checkout. Because these soon-to-be customers are already buying, opt-ins skyrocket.
The best part? This feature is natively available on Shopify Checkout.
You can also customize your SMS opt-in text.
It’s a little-known secret. If you click Customize checkbox label, you won’t actually find it. Instead, Shopify buries the option under Themes > Edit languages.
Search for SMS and edit the Accept SMS checkbox label.
Activating SMS at checkout takes less than five minutes. Plus, those valuable sign-ups can immediately (or, with a short time delay) get sent a post-purchase upsell or downsell via SMS automation.
⏰ Time: 15 minutes
📅 Oct. 10th-12th
Below-average list growth eats away at your bottom line. Especially when you’re paying for expensive holiday traffic.
A modest lift in opt-ins from 3.5% to 4.75% doesn’t sound like much. However, at 100k visitors per month, that’s an additional 3,750 people you can sell to during Q4. Double your conversion rate … it’s 10,500.
Sadly, most ecommerce stores kill conversions through complexity, confusion, and too many clicks.
Substantial SMS list growth and, therefore, substantial SMS sales over the holidays come from optimizing three types of popups — each designed to meet visitors natively …
To get the most out of your popups…
⏰ Time: 30 minutes
📅 Oct. 10th-12th
The opt-in journey doesn’t end when you’ve got a new subscriber. Sending a multi-part Welcome Flow is a non-negotiable next step.
Welcome Flow messages greet your new subscriber and engage them right away. A sequence of 3–5 texts does the job perfectly — each with conditional splits to exclude anyone who’s made a purchase or has an item in their cart:
Remember that SMS isn’t a stand-alone channel. And yet, it does come with its own strategic value. Treat it as such. Avoid creating text message versions of your email marketing campaigns.
⏰ Time: 10 minutes (each)
📅 Oct. 13th
As your list steadily grows, these automations are what ecommerce dreams are made of. Simple yet powerful, the goal isn’t to merely re-engage your warmest shoppers … but to seal the deal.
They’re also a great way to test your audience’s response to different incentives.
10% discount not working? How about free shipping? No-go on shipping? Try a free sample, address common objections, add a special guarantee, offer buy-one to get-one (BOGO), or roll out gift with purchase (GWP).
Figure out what motivates them to buy, balanced with what works for your business, and you’ll know exactly what deals to offer during BFCM.
Want a comprehensive (done-for-you) holiday strategy that includes …
Nov. 6th – Nov. 23rd
You’ve set your foundation.
Subscription at checkout and pop-ups are live. You’ve created a Welcome Flow and unleashed abandoned-cart automations. What’s next?
It’s time to expand other list-growth methods while focusing on pre-holiday promotions. This does two things.
One, it tests the potential of off-site list growth. Two, it tests your audience’s engagement with tactical campaigns and incentives (all that delicious data in preparation to crush BFCM).
⏰ Time: 30 minutes
📅 Nov. 6th–24th
Most shoppers won’t buy in the lead-up to the holidays. They know the discounts are coming. What do you do?
You hint at your sale — amping up intrigue and mystery. Or, you go the opposite direction, you tell them exactly what the promotion’s going to be. Plus, you drive home that the best of the best will go fast. In short …
Get your window-shoppers’ sales juices going by previewing your deal in your welcome popup.
Focus on building anticipation. And stress clearly that they should sign-up to be the first to know as well as get SMS exclusives no one else will have access to!
Bonus 🎁 Off-Site SMS List Building
SMS Keyword for Text-In Subscriptions
Keyword opt-in can be a powerful subscription tool and we see it used successfully in three major ways.
Keywords take five minutes to set up and can be up to 20 characters — so don’t be shy to create new keywords for different promotions.
SMS Subscription Links for Social Stories and Posts
Get your deals in front of more people! This is a great method if you’ve got an active and eager social media following. SMS subscription from Instagram Stories and other social platforms create an easy opt-in, requiring only two actions from a mobile phone:
⏰ Time: 10 minutes (each)
📅 Nov. 9th, 16th & 21st
Odds are, you’re already sitting on a decent email-subscriber base. Well, it’s time to get them over to SMS.
Why? Because SMS is so direct and customers are picky about what they opt into, text marketing helps your business stand out in a sea of holiday-email spam.
Push email-only subscribers to SMS by including CTAs in two regular newsletters — around the 9th and 16th — and one stand-alone email campaign — on the 21st or right before Black Friday.
These CTAs should all drive to a landing page highlighting the benefits of SMS messages such as early access, sneak peeks, or updates on low stock.
On your landing page, consider featuring:
⏰ Time: 15 minutes
📅 Nov. 13th–15th
Some shoppers are happy with smaller discounts if they can get what they want before the Black Friday rush.
Capture these sales with an offer in November — at least a week before the big weekend, ideally between the 13th and 15th.
These campaigns are also a great way to test engagement and segment your audience — which means campaign personalization (which means 1.5x-2x more sales).
Use AI SMS to make this process faster and more efficient. Automating segmentation, optimizing send times, and transforming a single campaign into multiple text in just a few clicks.
Nov. 22nd – Nov. 27th
Two days of BFCM does not equal two campaigns. As you’ve seen above, this period is basically a season in itself. What’s more, Friday and Monday are just the tippy top of the revenue hill climb.
Warm-ups that run weeks or days before, tend to be more generic.
When the main event descends, shoot straight! Clear beats clever: Buy this product at this price for this limited-time period.
⏰ Time: 10 minutes
📅 Nov. 22nd or 23rd
Get your audience excited with an early access text marketing campaign. These not-so-sneaky promotions are show stoppers.
The day before Black Friday has people ready to buy and anxiously waiting for the clock to strike. That’s where you come in with a pre-madness, highly-exclusive drop.
It can even be as big and exciting as your Black Friday deals because you want people to shop right away.
Align your popup, welcome flow & onsite offer
Remember to turn off your evergreen pop-ups and Welcome Flows during BFCM weekend.
Put yourself in your customer’s shoes. The flood of special offers and confusion of the holiday online shopping season can overwhelm even the most experienced bargain hunter.
Consistency demands providing the same content and information across all your touchpoints.
This doesn’t mean you shouldn’t have a pop-up or Welcome Flow. You should. As long as they match your other campaigns and offers.
⏰ Time: 10 minutes (each)
📅 Nov. 24th
The moment your deal kicks off, your text should hit. As long as you respect legally-required quiet hours. But don’t expect to be the only message your customers receive. How can you stand out?
Start strong by opening with your main discount or offer. Do not include an image or gif. To ensure speedy delivery, only send SMS on Black Friday not MMS.
A gentle reminder that Black Friday is already halfway done. This text message is a great opportunity to stress scarcity and urgency.
For example, you can let your customers know that half of your stock is sold out, that specific products or collections are almost gone, or that time is ticking away.
The last call. A chance to let your customers know time is going, going … about to be gone — and so are your products. How can you give the last hour a much-needed boost?
Try a few creative angles …
Drive 1.5x-2x more SMS sales with AI campaigns
Personalized texts out perform bulk sends. That’s why Recart’s AI transforms a single campaign goal into multiple texts.
All based on brand guidelines, custom personas, and your subscribers’ past behavior — including the time of day they click + buy.
⏰ Time: 10 minutes
📅 Nov. 25th–26th
People are still eager to shop. So let them!
But be careful with what you offer between Black Friday and Cyber Monday. You want to keep some exclusivity for the actual sale days as well as a little mystery of what’s to come.
You can achieve this with:
When sending, always use purchase-exclusion lists.
While it can feel counterintuitive to exclude anyone from your promotions, doing so reduces the risk of spam and improves customer satisfaction.
Also, keep pushing on your abandoners.
With so many active shoppers, there’s no better time for Cart Abandonment Flows. Update your messaging and discounts. Set your delays for shorter periods than year-round flows so customers don’t miss out on BFCM deals.
Align your popup, welcome flow & onsite offer (again)
While making Black Friday and Cyber Monday feel unique, you’ve also got to stay consistent.
Align all popups, opt-ins, deals, and specials with each other in a way that feels cohesive.
⏰ Time: 10 minutes (each)
📅 Nov. 27th
Remember to make Cyber Monday feel a little different from Black Friday. This makes shoppers feel like both days are worth it.
(They’ll remember that next year, too.)
Using unique coupon promo codes, imagery, products, or deals will help you achieve this.
Just like Black Friday campaigns, you want to hit hard… first thing.
Keep it short, simple, and direct. If you changed your offer, tell them. If you kept it the same, tell them (again). Amid all the fury of Cyber Weekend, they probably forgot anyway.
A mid-day campaign can serve as a friendly countdown reminder that your sale is halfway over and your customers should buy while they can.
Feature an image of your top sellers to entice shoppers. Extra points if you personalize this based on previous data.
Send your last chance SMS wisely. Encourage shoppers to use their discounts and highlight that it’s a limited-time deal to create a sense of urgency.
As with Black Friday, give your campaign a boost with these creative angles …
Nov. 28th – Late Dec.
Deep breath because you’ve done it. The madness is over.
However, the work and the revenue aren’t.
If you’ve followed all the steps, you’ve likely got tons of new subscribers, lots of valuable data, and a queue of abandoned carts. Don’t stop now. If you do, you risk losing all the momentum you’ve created.
This is your chance to focus on remarketing, retargeting, and re-engaging…
⏰ Time: 15 minutes
📅 Nov. 28th
While BFCM is a sales period focused on online shopping, deals, and online sales revenue, this time is also an opportunity to do some good.
Get involved with GivingTuesday, a global generosity movement for organizations and people to support and transform communities around the world. It’s the Tuesday after Thanksgiving. You can be supported and celebrated in various ways.
We’ve got two suggestions if you’re new to the cause:
⏰ Time: 10 minutes (each)
📅 Dec. 15th–22nd
Because BFCM rolls straight into end-of-year festivities, your customers are likely to purchase gifts right up until they can’t get them delivered in time for giving.
This makes shipping cutoff days important to your shoppers and therefore vital in building customer relationships.
Normally, it’s around ten days for USPS Retail Ground (Dec. 15th) and as tight as two-to-three days for expedited. More detailed information is available at ShipStation’s FedEx, UPS, and USPS Holiday Shipping Deadlines and ShipBob’s Weekly Updated Shipping Carrier Data.
Announcing your last days for guaranteed fulfillment is likely part of your advertising and merchandising strategy. So, add it to your SMS strategy as well … with a 72-hour (Dec. 20th) warning followed by a last-day text (Dec. 22nd).
⏰ Time: 10 minutes
📅 Dec. 23rd (or earlier)
Once your Christmas season shipping cutoffs have come and gone, you’ll need a strategy for those last-minute shoppers.
The solution? Gift cards!
While Shopify offers native options, our favorite provider is Govalo. With Govalo, you can create gift-card-specific landing pages, fully branded cards and emails, as well as add “Send a Gift Card” options to your sold-out products.
Take this step even further by incentivizing it: Buy one (for them), get one (for you).
⏰ Time: 15 minutes
📅 Dec. 26th or 27th
Immediately after Christmas, the vast majority of ecommerce businesses go silent. They turn off ads; they stop sending emails; they hunker down to review last year and plan the next.
Retail, on the other hand, goes into overdrive, taking full advantage of dissatisfied holiday gift-givers and gift-getter alike.
You should do the same, with one (data-heavy) twist.
By now, you’ve probably compiled so much information you don’t know what to do with it. From open rates to revenue, you’ve seen exactly which campaigns yield which results.
Employ this data to identify your best-performing elements and create one last campaign to end the year with a bang:
Monitor the results of your SMS message efforts and identify the aspects to optimize. If you are not seeing positive ROI, consider the following:
With both the challenges and stakes greater than they’ve ever been, your Black Friday Cyber Monday must be profitable.
SMS marketing won’t make or break your business. But it will make every visitor, click, and customer worth more.
Of course, even a simplified 15-point checklist and month-by-month calendar can feel like just another task on your already heavily loaded holiday schedule.
If you want to reap the rewards of higher conversion rates, more new customers, and better retention — but just don’t have the time …
We’ll set up this these tried and tested SMS strategies for your business before the sales period hits.
Schedule a 30-minute demo of our SMS platform and get started within 48 hours.
Make every visitor & customer worth more to your business this 🎁 holiday season