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Sending Text via Dialpad allows to send text messages to a contact through **Smart Flow.
  • **This allows you with the possibility of sending ** T **exts via Dialpad ** to your contacts automatically.

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How to configure Send Text Via Dialpad Action

When setting up a Smart Flow, Select the Send Text via Dialpad Action Screen Shot 2024-11-19 at 8.24.12 PM.png When setting Send Text via Dialpad action, you will need to configure following details:Name: Provide a clear and descriptive name to identify the action’s purpose.
  • Description: Give a brief explanation of the action’s function, describing what it will achieve.
  • Select Record(s) to Enroll: Determine which records will be enrolled in the sequence. You can either select the contact associated with the flow trigger or manually choose specific records.
  • Related Record: Specify any related record to associate with the contact to replace variables in the template Number Field: Select which field given in the record the message should go to. Example Cellphone, Mobile phone.
  • Text Template: Select the template which should be sent Sending Configuration: You can choose if the text should be sent from a specific user or it should be sent from the record ownerOnce configuration is completed, hit **Save.
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Screen Shot 2024-12-16 at 11.38.55 AM.png Practical Example: Considering a use case where you need to send a text broadcast about an upcoming promotion.The Send Text via Dialpad action can be configured with the trigger of Date and Time Schedule and following this configuration.A Text Message will be sent via Dial Pad to your contacts notifying them about the promotion on the selected date and time. Practical example dialpad.png