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.
