Skip to main content
  • The Send Text Action allows you to automatically send text messages to contacts within a Smart Flow.

​
Topics covered:

How to Configure Send Text Action

​
How to Configure Send Text Action

While setting up a Smart Flow, select Send Text action. mceclip0.png To configure the Send Text Action, you’ll need to provide the following details:Name: Give the action a clear and descriptive title.
  • Description: Offer a brief explanation of the action’s purpose Send to:Use the Contact that has triggered the flow: Automatically send the text to the contact linked to the flow trigger.
  • Use the record provided here: Manually specify the recipient for the text.
  • Related Record: If applicable, link the action to a related record.
  • Number Field: Choose the phone number field from the contact or related record.
  • Text Template: Select a pre-designed text template to send.
  • From Number: Specify the phone number from which the text will be sent.Once the configuration is completed, hit Save.
mceclip1.png

​
Practical Example

For instance, if you would like to send text reminders to a contact at regular intervals, you can set up a flow and connect it to this action of “Send Text”. The below example describes a flow that triggers when a text is sent and adds delay of 2 days before sending another text follow up. Send text.png