Sending Text via Dialpad allows to send text messages to a contact through Smart Flow. This allows you with the possibility of sending Texts via Dialpad to your contacts automatically.
Topics Covered:
How to configure Send Text Via Dialpad Action
- When setting up a Smart Flow, Select the Send Text via Dialpad Action
When setting Send Text via Dialpad action, you will need to configure following details:
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Name: Provide a clear and descriptive name to identify the action's purpose.
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Description: Give a brief explanation of the action's function, describing what it will achieve.
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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.
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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 owner
- Once configuration is completed, hit Save.

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.
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