Send Text Follow

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
• Practical Example

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.
• 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.

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.