Workflow Action: Manual SMS

The Manual SMS action within Advisor's Growth workflows enables you to create a task for sending a personalized SMS to a lead at the ideal time for engagement. This action is perfect when you want to tailor the message and send it manually to optimize interaction.

Overview of the Manual SMS Action

The feature works by creating a manual task for the assigned user in the system. Once the task is created, the user can decide when to send the message and further customize it if needed for a personalized touch.

Step-by-Step Guide

Part 1: Setting Up a Manual SMS Action in a Workflow

1. Access Your Workflow

   • Navigate to an existing workflow or create a new one.

   • Click the "+" button to add a new action.

2. Select "Manual SMS"

   • From the available list under Communication, choose Manual Action to SMS, also called Manual SMS.

   • Customize the message template or content as needed.

Part 2: Assigning the Task to the Correct User

To ensure the right person is responsible for sending the SMS, you’ll need to assign a user in the workflow.

1. Add the "Assign to User" Action

   • Place this action at the start of the workflow.

   • Select the user or team who will receive the task for sending the SMS.

2. Save and Activate Your Workflow

   • Double-check all the settings, and once everything looks good, save the workflow.

Part 3: Testing the Workflow and Manual SMS Action

It’s always a good idea to test the workflow before it goes live.

1. Add a Test Contact

   • Create a sample/test contact. If needed, check tutorials on creating test contacts in the help library.

2. Test the Workflow

   • Add the test contact to the workflow and monitor the process.

   • Go to Conversations > Manual Actions to confirm that the Manual SMS task was created.

3. Send the SMS

   • Click "Let’s Start," customize the message if needed, and hit send.

Tips for Using the Manual SMS Action

• Double-check User Assignments: Ensure the "Assign to User" action is set up correctly to prevent missed tasks.

• Customize Messages: While templates are provided, manually adjusting the message can improve engagement.

• Test Before Launching: Always test the workflow with a sample contact to ensure smooth operation.

FAQs

1. What is the Manual SMS Action in a workflow?
   It creates a task for a user to manually send a personalized SMS to a contact. This task is assigned through the workflow and appears under Conversations > Manual Actions.

2. How do I assign a user to send the Manual SMS?
   Add the "Assign to User" action before the Manual SMS action in the workflow. Select the user or team responsible for sending the SMS.

3. Can I customize the message before sending the Manual SMS?
   Yes, when the task is created, the user can further edit the message to ensure personalized communication.

4. How do I test the workflow before launching it?
   Create a test contact, add it to the workflow, and check the Conversations > Manual Actions section to confirm the Manual SMS task works as expected.

5. What should I do if the Manual SMS task isn’t assigned to the correct user?
   Double-check the placement of the "Assign to User" action in the workflow to ensure it’s assigned to the appropriate person or team.