In This Article:

After the Campaign is created and configured you need to link the SMS Template to the SMS Campaign using Workflow Automation.

 

To Add an SMS Workflow

1.) Click the CRM main menu.

2.) Click the Workflow Automations menu option.

The Show Workflow Automation page will open.

3.) Click the blue Add New Workflow button.

The Add Workflow New Workflow Automation page will open.

• Any new Workflow will be named New Workflow Automation until a name is created and applied in the Workflow General Settings section.

4.) Fill in the fields in the Workflow General Settings section.

The Events and Actions sections only appear after first saving the initial Workflow settings.

5.) Click the Apply Changes button.

When the page reloads the Actions and Events sections will become available on the same page.

6.) Scroll down the page to the Actions section.

7.) Click Add Action+ in the box of the Actions section.

The Add Action window will open.

8.) Select an Action Type from the Action Type drop-down.

 

9.) Select SMS from the Action Type drop-down.

When SMS is selected the SMS Campaign fields will appear in the window.

10.) Select an SMS Campaign from the SMS Campaign drop-down.

11.) From the box labeled SMS Templates NOT within this campaign, select an SMS Template by clicking the name of the SMS Template you want to use.

12.) Click the < button in between the boxes to move the SMS Template to the box labeled SMS Templates within this campaign.

Note: If there are multiple templates available you can add more. If there are multiple SMS Templates selected, the system will use the template with the least sent count.

13.) Click the Save button.

 

 

To Edit a Workflow

Clicking on an existing Workflow Action opens the Edit Action window which looks exactly as the Add Action window and operates the same way.

 

1.) On the Show Workflow Automation page, open a Workflow by clicking the name or using the Action drop-down.

 

The View Workflow page will open.

2.) Scroll down to the Actions section.

3.) Click the SMS Action in the Actions box.

The Edit Action window will open.

4.) Edit any fields that you need to configure.

5.) Click the Save button.

 

SMS Campaign Hopper setting

This Hopper setting will remove any remaining messages in the Hopper based on the option selected.