Workflow Action: Manual SMS

The Manual SMS Action within a Workflow creates a manual task for the user to send a custom SMS to the associated lead. This allows the user to send and respond to the lead at the time that best works for them.

Part 1: Navigate to an Existing Workflow or Create a new one

https://lh4.googleusercontent.com/dTm-i-lynGVQuH3D9zcow-yYOXwFjfRykuwfRUY9y-hLzjlMSVX7uWEY1UbQZQqUAO35EnJwCIYHYMnWCMAZbgO4EmWQgsjujV8ggfM5rJVIBBWBsVz3KVNg3ONv2arjRgWi9oGpQiIW4DGvuxuoRoUlh4.googleusercontent.com

Step 1: Click "+" and choose "Manual SMS"

https://lh3.googleusercontent.com/JEVUhivxew_ELdoNgM6DWkem466bJiZP8Jsbdx7prkndE4F1_isVlPl9fod_cktEl9-fOiyQx2TXRgcN-vz13EKKQpt3qVun72n1LE88gv1qBX3UoYEPwqWaBPtNiDuyxhSqyUVK-z1vqdzxvALZ798lh3.googleusercontent.com

Step 2: Edit the Action as Desired

https://lh4.googleusercontent.com/iFCap7NT8VvZVMOcQA6sj4dhz9MrW27MUF-Sn-Fm6ULo4qZaPGkVSHbPUmgrOsJnpJp4djUlodwlxmKKCHFTaH3NFZoXC7aYfNwzXlR5IzhVyPU7j4T7T15udmV80g5UKrB3ozQlTtt2pvUUl4k8Y48lh4.googleusercontent.com

Part 2: To ensure that the proper user receives the Manual SMS task, you would assign a user.

This can be done through the use of the Assign to user action.

Step 1: Add the Assign to user action at the beginning of the Workflow.

https://lh5.googleusercontent.com/6KFFei93JLD5wK94medBdj1G_XChsZsfnHyGguro-UZ712NV1c38dP3KAR4t7uZh0m59i_UvbkxwGrRK3aDyawz9xBBTOaacGxrTXCYafVvwcMoE62TwDGKff9MWgW5sCVB5BDQAeiPWp6iXYbAlmk0lh5.googleusercontent.com

Part 3: Test the Workflow and the Manual SMS event

Use a sample/test contact (check out our "test" tutorials on how to create a test contact for yourself in the help library.)

Step 1: Add your test contact to the Workflow.

https://lh6.googleusercontent.com/09oPv3N0k5AE2AAFX_YkacX9WeBchEHvBN6jCNeZu0OsDWscGyJiQAdq1OyUeMRlp5XHJcZTAFd6CAUyCEVZlByzDbHgLQkC0lQVOfjw2rNtFh5T7LLpz_esqQknBVIL5WmU9VRt5YogfsgKA0epPnElh6.googleusercontent.com

Step 2: To check your "Manual SMS", go to Conversations > Manual Actions and ensure you see the Manual SMS task that the Workflow created.

https://lh6.googleusercontent.com/mfxwSRKBmf5_SszsDyUSESJIET9LHO9tlfNRLpampsGm7sVAwWtQaezXcjXkjMsEwUUS6oj17mhlDio6wjuN7O1Bkt9hzC8vDNyWul2e2ilnIUbYt7Q_SGsvQIsTA8oTtlYdcfc96C8KrAfJ9Dr5I1wlh6.googleusercontent.com

Step 3: Then hit "Let's Start", type additional information into your message from the contact page you are redirected to if needed, and hit send.