Automations: Send Text Message Action

This feature is only available on the Professional Tier

When creating an Automation, you'll have the ability to select Send Text Message as an available Action. Selecting this option will send a text message when a specified Trigger is fired. Any recipients with a 'Do Not Text' designation will not be contacted.

In order to configure and use Send Text Message Automations, your agency must have at least one active, dedicated texting number.

Keep message volume in mind

Text messages sent via Automations will count toward your text message limit. Sending a high number of text messages within a short period of time can also be flagged as suspicious by mobile carriers.

See our Best Practices guide for more information on text message deliverability.

Tip: Review these 10 Powerful Automation Examples to help optimize your workflow and improve efficiency.

To add the Send Text Message Action to an Automation:

Open the Create New Automation window
Select Send Text Message from the Action dropdown

Choose the Shared Text Template that you want to be sent when the rigger fires
- Only Templates that are shared with the agency will be selectable

The To field will auto-populate based on the selected Trigger.
Recipients for each Trigger type are listed below:
- Move to Pipeline Stage: the Candidate
- Disqualify from Pipeline Stage: the Candidate
- Move to Person Hotlist Category: the Person record
- Move to Company Hotlist Category: the Company record
- Move to Job Hotlist Category: the Job Contact(s)
  - Note: Text messages are individually sent to each Job Contact listed
The From field determines which phone number the automated text will come from.
- The default option is the User Performing the Trigger
- You can also use the corresponding dropdown to configure this text message to always send from a specific number

Select when you would like this text message to be sent. The default setting is Immediately.
- You can elect to set a future date and time by clicking this dropdown and selecting Specify
  - If the date in the future falls on a weekend, the text message will instead be sent at the specified time on the following Monday

Once the Automation is configured, it will be visible to and activated for all users in your agency
All users, regardless of permissions, will be able to send the associated text message when they perform the associated Trigger
You can view and edit your future scheduled text messages in the Automations Log.