Action - Send SMS

Modified on: Wed, 7 Aug, 2024 at 12:21 PM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

Overview

The "Send SMS" action in your automation workflow is designed to send text messages to your contacts. This feature enables you to communicate with your contacts directly on their mobile devices, ensuring timely and effective engagement.

Action Name

Send SMS

Action Description

The "SMS" action sends a text message to a contact within your workflow. You can customize the message content, use templates, and even include attachments via URLs to make your communication more comprehensive and personalized.

Action Details

The details for configuring the "SMS" action are as follows:

Value Name	Description	Mandatory
Action Name	The name you assign to this action for easy identification in your workflow.	Yes
Templates	The SMS template used to format the message content.	No
Message	The main content of the SMS, which can include personalized fields and dynamic content.	Yes
Add Attachment	Option to attach files to the SMS via a URL.	No
Test Phone Number	Field to input a phone number for sending test SMS messages before finalizing the action.	No

Example: Appointment Reminder SMS

Scenario: Your business wants to send multiple SMS reminders to customers who have scheduled appointments to ensure they remember and attend their appointments. This reduces the likelihood of no-shows and ensures better preparation for the appointment.

Solution using the Multi-Stage Appointment Reminder SMS Automation:

Trigger: The workflow starts when an appointment is scheduled.

Action 1: Wait until 24 hours before the appointment.

Action 2: Send an SMS reminder 24 hours before the appointment.

Action 3: Wait until 1 hour before the appointment.

Action 4: Send an SMS reminder 1 hour before the appointment.

Steps to Implement:

Trigger: Set the automation trigger to activate when an appointment is scheduled.

Trigger Name: Appointment

Action 1: Add a wait action for 24 hours before the appointment time.

Wait Condition: 24 Hours before the appointment

Action 2: Configure the first SMS reminder to be sent 24 hours before the appointment.

SMS Action Name: 24hr Reminder SMS

Message Content:

Hi {{contact.first_name}},
This is a reminder for your appointment tomorrow at {{appointment.start_time}}.
Looking forward to seeing you!
Regards,
[Your Company Name]

Action 3: Add another wait action for 1 hour before the appointment time.

Wait Condition: 1 Hour before the appointment

Action 4: Configure the second SMS reminder to be sent 1 hour before the appointment.

SMS Action Name: 1hr Reminder SMS

Message Content:

Hi {{contact.first_name}},
This is a reminder for your appointment in an hour at {{appointment.start_time}}.
See you soon!
Regards,
[Your Company Name]

Outcome: This automation ensures that customers receive timely reminders about their appointments, helping to reduce no-shows and ensuring they are well-prepared. The multi-stage reminders increase the likelihood that the customer will remember and attend the appointment, improving the overall efficiency and effectiveness of your scheduling system.