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Workflow Action: GMB Messaging

Charie

In the article you will learn how to properly set up the Workflow Action: GMB Messaging and be given an example of its custom values

 

In the article you will learn how to properly set up the Workflow Action: GMB Messaging and be given an example of its custom values

 

Please Note: You will need to integrate a Google My Business account for this to work. Follow our other articles for more information.

 

Step 1: Start a new workflow or edit an existing one

 

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

 

Step 3: Setting up the Add to Custom Audience Action

  • Click on the “+” symbol below the trigger to add an action.

 

  • Under Actions, select GMB Messaging in the External Communications section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

  • (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

 

  • In the message drop you can select any of the custom values that apply to your specific needs or use a previously custom-created template (see below)

 

 

  • For Example, I selected the custom field Contact>First Name & Contact>Last Name; this will automatically populate the contact's First and Last name in the GMB message

 

  • Once complete press Save Action in the bottom right corner

 

Step 4: Press Save in the top right corner of your browser to save the workflow

  • If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

  • Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Your Workflow is set up and ready to go with the GMB Messaging!