Workflow action: Send an SMS using a template
This workflow action allows you to send an SMS to a client or contact based upon a message template.
There are two settings required here:
- Message template: Here you can select the message template you wish to be sent. You will only see message templates linked to this specific workflow system so you may need to first create a message template.
- Target recipient: Here you will decide who you wish the e-mail to be sent to. Options will include:
- External basic search for a client mobile.
- External - any of your contact tags (this is the most powerful method for external sending).
You can read more about setting up automated sending of SMS here.
Detailed notes on selecting a target recipient are available here.