How To Use The Manual SMS Event in Campaigns

This allows the user to respond to the lead at the time that best works for them. 

How To Use The Manual SMS Event in Campaigns

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

Part 1: Navigate to the Existing Campaign or Create a new one

Step 1: Click "create an event" and choose "Manual SMS"

Step 2: Save and Publish the event.

Part 2: To ensure that the proper user receives the Manual SMS task, you can assign a user. This can be done through a trigger or at the campaign level. (To assign through a trigger, see our articles on triggers.) To assign through a campaign, see the steps below. 

Step 1: Navigate to campaign configuration > click "Assign User" and Save.

Part 3: To test the campaign and Manual SMS event, use a sample/test contact (check out our other "test" tutorials on how to create a test contact record for yourself.) 

Step 1: Add your test contact to the campaign.

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

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