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- 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.
To configure the Send Text Action, you’ll need to provide the following details:Name: Give the action a clear and descriptive title.
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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.
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Use the record provided here: Manually specify the recipient for the text.
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Related Record: If applicable, link the action to a related record.
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Number Field: Choose the phone number field from the contact or related record.
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Text Template: Select a pre-designed text template to send.
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From Number: Specify the phone number from which the text will be sent.Once the configuration is completed, hit Save.
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.
