Workflow Action: GMB Messaging

Workflow Action: GMB Messaging

This article will guide you on how to set up the GMB Messaging Workflow Action effectively, including examples of custom values you can use.

Important Note:

You must integrate your Google My Business (GMB) account for this action to function. Please refer to our other articles for detailed integration instructions.

Step-by-Step Setup

Step 1: Start a New Workflow or Edit an Existing One
Begin by creating a new workflow or editing one that’s already set up.

Step 2: Set Up Relevant Workflow Triggers
Choose the triggers that will initiate this workflow. If you need help with trigger setup, we have various articles available to guide you through the process.

Step 3: Setting Up the GMB Messaging Action

• Click the “+” symbol below your chosen trigger to add a new action.

• From the Actions menu, select GMB Messaging located in the Communications section, or use the search bar for quicker access. This will open the action setup menu.

(Optional) You can modify the display name of this action in the workflow builder using the text box below Action Name. Remember, this change will only affect how it appears within the builder, not the functionality of the action itself.

Message Configuration:
In the message drop-down, you can choose from custom values that fit your needs or select a pre-created template. For example, by selecting Contact>First Name and Contact>Last Name, the GMB message will automatically populate with the contact's first and last names.

Once you've completed the setup, press Save Action in the bottom right corner.

Step 4: Save Your Workflow
Click Save in the top right corner of your browser to save your changes. Ensure the toggle switch under Save is set to Publish if your workflow is ready for activation.

Testing Your Workflow

Make sure to test your workflow using the Test Workflow button next to the Publish toggle to ensure everything is configured correctly. For a comprehensive overview of testing, see our article, “Using the Testing Features in Workflows.”

Your workflow is now set up and ready to use with GMB Messaging!

FAQs for GMB Messaging Workflow Action

1. Do I need to integrate Google My Business before using this Workflow Action?
   Yes, integration with a Google My Business account is essential for the GMB Messaging action to work. For detailed steps on integration, check our other articles.

2. Where can I find the GMB Messaging option in the Workflow Actions menu?
   The GMB Messaging action can be found in the Communications section of the Actions Menu, or you can use the search feature for quick access.

3. Can I customize the message using contact details automatically?
   Absolutely! You can use custom values like Contact>First Name or Contact>Last Name to personalize messages. These fields will auto-populate with the relevant contact information when sending.

4. What does changing the Action Name do in the Workflow builder?
   Altering the Action Name only affects its display in the workflow builder interface and has no impact on the actual message content or the workflow’s functionality.

5. How do I ensure my Workflow is working correctly?
   After setting up your workflow, use the Test Workflow feature next to the Publish toggle to verify that everything is configured properly. For detailed instructions on testing workflows, see our article “Using the Testing Features in Workflows.”