Automate sending an SMS to a contact

Owned by Matt Kepple
Last updated: Jan 16, 2023
2 min read

You can automate sending a contact an SMS.

Note: Automation is different to Scheduling.

  • Use SMS Scheduling to write a message that you want to send to one or more contacts at a specific time on a specific date in the future.

  • Use SMS Automation to write a message that you want to be sent to a contact whenever that contact meets certain criteria.

    • Foe example, whenever a contact is added to the Health project, send the message “Welcome to the health counselling service. Use this link to book an appointment with us”

    • How to automate an SMS message is described in this article.

Steps

Your organisation must have SMS Messaging turned on if you want to automate sending messages to contacts via SMS

  1. Select Create in the top menu

  2. Select Automation

  3. Choose the project you want this automation to run across

  4. Set the criteria you want to use for this automation to run, e.g. when a contact is added to a project

  5. In the Automation Actions section:

    1. Select the Messages tab

    2. Tick the Message contacts via SMS checkbox

    3. Type your message in the SMS Message Text box

    4. Press Save

  6. You arrive on the Manage Automations page that displays all the automations that exist across your organisation

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