Workflow Action - Manual SMS
Overview
The Manual SMS action in Stack allows you to create a task for a user to manually send an SMS to a contact. This is particularly useful for sending personalized messages that require a human touch. The task will appear in the Conversations > Manual Actions tab.
Action Name
Manual SMS
Action Description
This action generates a manual task to send an SMS message to a specific contact. It requires user intervention to finalize and send the message. Users can select a template, add custom values, include trigger links, and test the message before sending.
Action Details
| Field | Description | Mandatory |
|---|---|---|
| Action Name | Name of the action to identify it in the workflow. | Yes |
| Templates | Select an SMS template from the pre-defined templates available. | No |
| Message | The message body to be sent. This field supports custom values and trigger links. | Yes |
| Custom Values | Custom values available for personalizing the message, such as contact name or appointment details. | No |
| Add Attachment | Option to add attachments to the SMS message via URL. | No |
| Test Phone Number | A phone number to send a test SMS. Include country code. | No |
How to Configure
- Select Template: Choose a pre-defined SMS template if applicable. This will populate the message field with the template content.
- Enter Message: Write the message you want to send. Use the custom values dropdown to insert placeholders for dynamic data (e.g., contact name, appointment details).
- Add Attachment: If needed, add files by entering the URL.
- Test SMS: Enter a phone number to test how the SMS will appear when received.
Custom Values and Trigger Links
The Manual SMS action supports custom values and trigger links in the message body. These can include links for joining a calendar community or filling out a custom form. The links are clickable and can direct the contact to specific actions.
Example
- Trigger: When a lead fills out a form on the website.
- Action: Create a Manual SMS task for the assigned user to send a follow-up SMS.
- Message: "Hi
{{Contact Name}}, thank you for filling out our form. Click here to schedule an appointment: [Calendar Link]." - Test Phone Number: +11234567890 (for testing the SMS)
In this example, when a lead submits a form, a manual task is created to send a personalized SMS with a link to book an appointment. The message uses custom values to personalize the text and a trigger link for scheduling.