Create your own Workflow for automated SMS
Create your own Workflow rules for automated SMS or system that delivers a SMS automatically. Just follow the steps below.
1. Go to Setting> Workflow Rules .
2. Click Create Rule
3. Create a New Rule:
Module:(select a Module where this workflow to take effect. e.g. Leads)
Rule Name: (you can set a Rule Name something like this,e.g. Welcome SMS)
Description: (optional)
After filling up click Next
4. Choose when do you want to execute the rule?
e.g: • On a record action
• Create
click Next
5. On Condition: ◉ Leads matching certain conditions.
①"Set some criteria for the workflow rule (e.g. only run it where the Lead source is Partner)"
≫ Next
6. on Instant Actions ≫ Create Record
7. On Creating Record
You can set the following like this;
(e.g.
Record Type: Smooth Messages( choose this to create a record on the Smooth Messages module)
Layout: Standard
Smooth Message Name: Welcome SMS for ${Leads.First Name}${Leads.Last Name} (Type # to insert merge field)
Smooth Message Owner: Reference | ${Leads.Lead Owner}( best to choose is the Reference and the Record Owner)
Message: Hello ${Leads.First Name}. Thank you for reaching out we'll be in touch shortly. (create a message and Type # to insert the merge field)
Lead Name: ${Current Record} (Type # to insert merge field)
Message Reporting Tag: (you can set something like welcome-sms)
)
when done click ≫ Save