Let us walk you through the powerful capabilities of SMS Workflows in this snappy video:

Creating Broadcast Workflows

  • Navigate to the Workflows page inside your Broadcast.

  • Select Add Workflow.

  • You will be given 2 different fields: One to create conditions and one to add actions that are to run based on those conditions. 

  • Select Add Condition and pick the type of condition you would like to add: outcome (the outcome of the message), contact field ( a specific piece of information that the contact may hold), data (e.g. the number of messages sent to the contact), assigned user. 

  • Select the Delay for your action or leave it to run Immediately.

  • Select Add Action and pick the type of action you would like to run (e.g. email).

  • Select Save once you are happy with the workflow setup that you have created.

Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.

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