The Manual Action to SMS action lets you create a task for a dance studio team member to manually send an SMS message. The task will appear in the Conversations > Manual Actions tab in Enrollio and ensures that important messages get a personal review before they are sent. Use this action when you need to include customized details like class schedules, dance recitals information, or even special event invites.
Manual Action to SMS: Name your action so it’s easy to identify within your workflow.
Purpose: This action creates a manual task to send an SMS message to a specific contact (for example, a parent or guardian). It requires a team member to finalize and send the message.
Use Case Example: When a parent registers their child for a trial dance class on your website, this action can trigger a task to send a personalized "welcome" message with details about the class, dress code, and schedule.
Below are the fields you will configure when setting up your Manual Action to SMS action:
Action Name (Mandatory):
Provide a clear name for the action, e.g., "Trial Class Welcome SMS".
Templates (Optional):
Choose from pre-defined SMS templates that can be customized to match your studio’s branding and message style.
Message (Mandatory):
Write out the message body that will be sent.
Use placeholders (custom values) to add dynamic data such as the contact’s name, class time, or special instructions (e.g., "Hi {{Contact Name}}, welcome to our trial dance class! Your class starts at {{Class Start Time}}. Dance your heart out and have fun!").
Custom Values (Optional):
Insert custom values to personalize the message with details such as the student's name, class details, and event information.
Add Attachment (Optional):
Include a URL for any attachments you may need to share, such as a map to the studio or a schedule of classes.
Test Phone Number (Optional):
Input a phone number (including country code) to send a test SMS to see how the message appears.
Select Template:
Choose a pre-defined SMS template if one best suits your message. For instance, select a welcome template customized for new dance class registrations. This will automatically populate your SMS message field with the template content.
Enter Message:
Write your message inviting the parent or guardian to learn more about class details, confirm their child’s participation, or provide additional instructions.
Utilize the custom values dropdown to insert placeholders like the student's name or class timing.
Add Attachment:
If you need to send extra details, such as a link to your studio’s event flyer or a digital map to your location, add the attachment URL here.
Test SMS:
To see how your message will look, include a phone number (with country code) in the Test SMS field and send a test message.
Enrollio’s Manual Action to SMS action supports using custom values and trigger links within your SMS body. For example, you might want to include a link for parents to confirm their child’s attendance or to view a schedule of classes online.
Example:
Trigger: When a parent signs up their child for a trial class on your website.
Action: Create a Manual Action to SMS task for the assigned team member to send a follow-up message.
Message: "Hi {{Contact Name}}, thank you for registering your child for our trial dance class. Click here to view the schedule: [Studio Schedule Link]."
Test Phone Number: +11234567890
In this scenario, when a registration occurs, your team receives a task to send a personalized SMS, ensuring the message is both friendly and informative.
This guide outlines how to personalize and configure Manual Action to SMS tasks in Enrollio, allowing your studio to engage with clients effectively in the unique world of dance. Use these instructions to support your studio’s communications and ensure every message resonates with the personal touch your clients expect.
