Manual Action To SMS

The Manual SMS action creates a manual task for a person to send an SMS directly to the contact. (You can find the manual tasks under Contacts > Manual Actions). Utilize the Manual SMS workflow action when you want a team member to follow up with a client after a certain event was triggered.

Creating Manual Actions In Workflows

Assign To User

To add manual actions to a user in your CRM, you need to first assign the user to a specific workflow or campaign. This can be done using the Assign To User action in your workflow or campaign.

Assign User Workflow Step

Once you add this step to your workflow, it will look like this image. Any manual actions you add will be assigned to the user you chose in this step.

Adding Manual Actions

Once you have added the Assign To User action to your workflow or campaign, you can add manual action steps for that user. To add a manual SMS action, click on the “+” icon and select Manual Action To SMS.

Templates

You can use previously created templates for your messages by selecting the Templates field in your workflow and choosing the one you want from the available options in your CRM.

Message

However, if you prefer to create a customized message, you can type it in the Message field instead. Moreover, you can use specific custom values for your message, such as the contact name, by clicking on the Custom Values option (Tag icon) and Trigger Links (Lightening bolt icon).

Add Attachment

To add an attachment to your message, click on the green Add Attachment button and select the file you want to attach from your computer.

Add Files Through URL

Alternatively, you could add files via URL by entering the URL in the dedicated field and clicking on the +Add button to include it.

Test Phone Number 

Before the action step is added to the workflow you can add a phone number to test what the SMS would look like when it gets to the customer. Remember to add the country codes of the number you are using for the test run.

Save Action

And always remember to save the Action.

Manual Actions Workflow Step

Once added to your workflow, your manual actions will look like this and you can select the Manual SMS and edit it as and when you need. You can also add more steps. Publish and Save to activate the workflow

Manual SMS actions are a practical way to ensure personal follow-ups with clients are handled efficiently. With options like message templates, custom values, and file attachments, it’s easy to create tailored, professional messages that resonate with your audience. Integrating manual SMS into your workflows allows you to maintain a more personal touch while keeping your team aligned and focused on client engagement.