If you want to customize the messaging or add an extra message in your outgoing workflows the steps a fairly simple. Here’s how:
1. Log In to Your Dashboard:
2. Navigate to Automation > Create Workflow
NOTE: If you already have the workflow, simply click on the workflow title to edit it.
4. After reaching the workflow builder screen (see image below), click the “+” icon. This will turn into the sentence “Please select an action.” A left sidebar will pop up, allowing you to choose an action. Select “SMS” from the options, then click on it.
5. Here is a sample SMS I’ve input. Feel free to personalize it to your liking:
6. Save and Publish:
- Save your workflow changes.
- Publish the updated workflow to activate the new condition and actions.
7. To add an action within a workflow sequence, simply click on the “+” icon at the desired point.
Important note: be sure to always click save to update your work