Send SMS to Co-workers/Colleagues via automation

Prerequisites

• You have access to the application’s Settings and Organisation Settings.

• Your account has permission to use the Control Panel (via the More menu).

• You will have to create an event and add the coworkers to that event as Event worker or Event manager.

1) Enable organisation-wide SMS to coworkers

Use this entry point to reach administration areas quickly.

• Open the left sidebar menu.

• Click on Settings and in the sub menu click on Templates.

• Within Templates submenu, click on Organisation settings.

• Check if Enable SMS to coworkers is ticked. If not, then enable it.

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2) Creating an automation to send SMS to users/co-workers

1. Go to Create an automation page.
   
   Note: There are only two criteria that allows you to send SMS to users. i.e. “User is added to event as a event worker” and “User is added to event as a event manager”.
   
   

2. Select any one of the criteria in the IF dropdown.
   
   

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3. Under Automation Actions section, click on Messages tab. Now you can see Send SMS to users checkbox is enabled and clickable. Tick this checkbox.
   
   

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4. Type the message within the SMS text box that appears on the page after you tick the “Send SMS to users” checkbox.
   
   

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5. Click on the Save button to create the automation. Once the automation is triggered, the identified users/co-workers will receive the message.
   
   

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Best practices

• Keep messages short (160 characters or fewer) to avoid multipart SMS and unexpected costs.

• Use consistent naming for automations so admins can find and audit them easily.

• Test automations with a small internal group (e.g., [Add QA Lead]) before broad rollout.

Troubleshooting

• SMS option missing in MESSAGES tab: Confirm Enable SMS to coworkers is checked in Organisation Settings.

• Automation doesn’t fire: Verify the event-role criterion matches the actual assignment (worker vs manager).

• No recipients receive SMS: Ensure users have valid phone numbers and that delivery is set to Send SMS to Users in Automation Actions.

Quick reference