Configure SMS Text Message Flow Automation

Overview

This playbook covers how to configure an SMS Text Message Flow automation on a Workflow stage in Leadline.

→ See 113 - Workflows for full product knowledge on Workflow Automations.

→ See 107 - Communications for more information on Message Flows and how they are used in Workflows.

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How Do I Configure SMS Text Message Flow Automation?

1. Click the workflow you want to add message automation to.
2. Click the Automations tab at the top.
3. Click the stage you want to add the automation to.
4. Under the automation dropdown, select "Trigger Message Flow."
5. Select the message flow you want to automate sending out.
6. Click "Save Automation."
7. Click "Save" at the bottom right.

The SMS text message flow automation is now configured for that stage.

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Related Topics

113 - Workflows — Full product knowledge on Workflow Automations 107 - Communications — Learn about Message Flows and how they are used in Workflows 1007 - Configure-Email-Automation — Instructions for configuring email automations 1009 - Configure-Sync-to-ATS-Automation — Instructions for configuring ATS sync automations 1010 - Remove-Workflow-Automation — Instructions for removing automations from a Workflow stage