Workflow Action: Manual SMS

July 30, 2024•1 min read

The Manual SMS Action within a Workflow creates a manual task for the user to send a custom SMS to the associated lead. This allows the user to send and respond to the lead at the time that best works for them.

Part 1: Navigate to an Existing Workflow or Create a new one

Step 1: Click "+" and choose "Manual SMS"

Step 2: Edit the Action as Desired

Part 2: To ensure that the proper user receives the Manual SMS task, you would assign a user.

This can be done through the use of the Assign to user action.

Step 1: Add the Assign to user action at the beginning of the Workflow.

Part 3: Test the Workflow and the Manual SMS event

Use a sample/test contact (check out our "test" tutorials on how to create a test contact for yourself in the help library.)

Step 1: Add your test contact to the Workflow.

Step 2: To check your "Manual SMS", go to Conversations > Manual Actions and ensure you see the Manual SMS task that the Workflow created.

Step 3: Then hit "Let's Start", type additional information into your message from the contact page you are redirected to if needed, and hit send.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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