Create your own Workflow for automated SMS

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




8. click Save
 



Watch on Youtube:

or Watch this Video:








    • Related Articles

    • How to include MMS messages in automated messages

      How to include MMS messages in automated messages. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. Create Rule 3. Create a New Rule: Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (you can set a ...

    • How to send an automated message for the Tasks, Meeting and Calls module

      How to send an automated message for the Tasks, Meeting and Calls module. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. You can Create Rule 3. Create a New Rule: Module:(select a Module were this workflow to take effect. ...

    • How to send Drip SMS campaigns

      How to send Drip SMS campaigns 1. Go to Setting> Workflow Rules . 2. Create Rule 3. Create a New Rule: Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (you can set a Rule Name like this ,e.g.  Test SMS Drip campaign) ...

    • How to send a Workflow SMS

      How to send a Workflow SMS. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. click Create Rule 3. Create New Rule Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (set a Rule Name like this ,e.g. SMS ...

    • Send a bulk SMS campaign

      1. Select the records you want to SMS (by default it's available for Leads, Contacts, Deals, or Accounts though you can add it to other custom modules too) 2.Click Send Bulk Twilio SMS 3. Choose the sending options (refer to the Sending Options ...