Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns?
SMS marketing has become an essential tool for businesses to reach their customers. Howe
3 min read616 words6 explained imagesUpdated Wed, 21 Jun, 2023 at 10:00 AM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns?
SMS marketing has become an essential tool for businesses to reach their customers. However, automated SMS campaigns can sometimes lack the personalization and human touch that customers crave. This is where manual SMS actions come in handy.
Manual SMS actions are a great way to add the human element and incorporate personalized communication and into your SMS campaigns.
In this article, we will explore the benefits of manual SMS actions and how they can be used in various scenarios to enhance your SMS marketing efforts and how to utlize them within the system.
Here are a few reasons why someone might want to add a manual SMS action:
1. Customer Interaction: Sometimes, it's essential to involve a human touch in customer interactions. By including a manual SMS action, you can prompt your team to respond personally to customer inquiries, ensuring a more personalized and tailored experience.
2. Approval Processes: In certain workflows, especially those involving critical decisions or sensitive information, manual SMS actions can serve as an approval step. This allows designated individuals to review and authorize specific actions before proceeding.
3. Verification and Validation: Adding a manual SMS action can be useful for verifying or validating certain information. For example, you might send an automated SMS to customers with a link to confirm their subscription or verify their contact details. The manual step would involve someone reviewing the responses received and taking appropriate actions.
4. Complex Workflows: In complex workflows where multiple systems or teams are involved, manual SMS actions can act as checkpoints. They provide an opportunity for human intervention to ensure that everything is functioning correctly or to handle exceptional cases that may require individual attention.
5. Time-Sensitive Information: Manual SMS actions can be helpful when you need to send time-sensitive information that requires immediate attention. By manually triggering an SMS, you can ensure that the message reaches the recipients promptly and that any necessary actions are taken promptly.
Overall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement. They enable you to add personalization, decision-making capabilities, and adaptability to your workflows, ensuring better customer experiences and more effective management of complex scenarios.
How to Set Up Manual SMS Action in Workflows
How to Set Up Manual SMS Action in Workflows (image 1 of 6)What this shows Overall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement.What this showsIllustrates the "How to Set Up Manual SMS Action in Workflows" section of "How to set up a Manual SMS action".This animation appears in the "How to Set Up Manual SMS Action in Workflows" section of "How to set up a Manual SMS action". The text alongside this image reads: Overall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement. They enable you to add personalization, decision-making capabilities, and adaptability to your workflows, ensuring better customer experiences and more effective management of…. Immediately after, the guide continues: The blue " PLAY " button will display the pending manual actions.Image 1 of 6What to fill inOverall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement. They enable you to add personalization, decision-making capabilities, and adaptability to your workflows, ensuring better customer experiences and more effective management of complex scenarios.Next stepThe blue " PLAY " button will display the pending manual actions
Where and how to use Manual Actions on the Mobile App
Click on the hamburger menu
Where and how to use Manual Actions on the Mobile App (image 2 of 6)What this shows Overall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement.What this showsIllustrates the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action".This screenshot appears in the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action". The text alongside this image reads: Overall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement. They enable you to add personalization, decision-making capabilities, and adaptability to your workflows, ensuring better customer experiences and more effective management of…. Immediately after, the guide continues: The blue " PLAY " button will display the pending manual actions.Image 2 of 6What to fill inOverall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvement. They enable you to add personalization, decision-making capabilities, and adaptability to your workflows, ensuring better customer experiences and more effective management of complex scenarios.
Buttons and menus referencedPLAY
Next stepThe blue " PLAY " button will display the pending manual actions
Click on "Manual Actions"
Where and how to use Manual Actions on the Mobile App (image 3 of 6)What this shows The blue " PLAY " button will display the pending manual actionsWhat this showsIllustrates the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action".This screenshot appears in the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action". For context, this section explains: The blue " PLAY " button will display the pending manual actions. Immediately after, the guide continues: The blue " PLAY " button will display the pending manual actions.Image 3 of 6
Buttons and menus referencedPLAY
Next stepThe blue " PLAY " button will display the pending manual actions
The blue "PLAY" button will display the pending manual actions
Where and how to use Manual Actions on the Mobile App (image 4 of 6)What this shows The blue " PLAY " button will display the pending manual actionsWhat this showsIllustrates the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action".This screenshot appears in the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action". The text alongside this image reads: The blue " PLAY " button will display the pending manual actions. Immediately after, the guide continues: If this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting.Image 4 of 6What this coversThe blue " PLAY " button will display the pending manual actions
Buttons and menus referencedPLAY
Next stepIf this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting.
If this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting.
Where and how to use Manual Actions on the Mobile App (image 5 of 6)What this shows If this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be…What this showsIllustrates the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action".This screenshot appears in the "Where and how to use Manual Actions on the Mobile App" section of "How to set up a Manual SMS action". The text alongside this image reads: If this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting. Immediately after, the guide continues: Please be aware that campaigns and triggers will no longer be supported in the future. We recommend switching over to workflows, as they provide a much more powerful experience. These features (Campaigns & Triggers) will be depricated TBD.Image 5 of 6What to chooseIf this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting.
Buttons and menus referencedPLAY
Next stepPlease be aware that campaigns and triggers will no longer be supported in the future. We recommend switching over to workflows, as they provide a much more powerful experience. These features (Campaigns & Triggers) will be depricated TBD.
How to add a Manual SMS action in a Campaigns (Will be Depricated)
Please Note:
Please be aware that campaigns and triggers will no longer be supported in the future. We recommend switching over to workflows, as they provide a much more powerful experience. These features (Campaigns & Triggers) will be depricated TBD.
How to add a Manual SMS action in a Campaigns (Will be Depricated) (video 1)Open in a new tab
FAQ
Where do users go to complete manual actions?
Desktop App:
Manual actions are located under the Conversation tab > Manual Actions
Desktop App: (image 6 of 6)What this shows Manual actions are located under the Conversation tab > Manual ActionsWhat this showsIllustrates the "Desktop App:" section of "How to set up a Manual SMS action".This animation appears in the "Desktop App:" section of "How to set up a Manual SMS action". The text alongside this image reads: Manual actions are located under the Conversation tab > Manual Actions. Immediately after, the guide continues: Manual actions are located under the Conversation tab > Manual Actions. See here.Image 6 of 6What this coversManual actions are located under the Conversation tab > Manual Actions
Buttons and menus referencedConversation tab > Manual Actions
Next stepManual actions are located under the Conversation tab > Manual Actions. See here
Mobile App:
Manual actions are located under the Conversation tab > Manual Actions. See here
Frequently asked questions
Where do users go to complete manual actions?
Desktop App: Manual actions are located under the Conversation tab > Manual Actions Mobile App: Manual actions are located under the Conversation tab > Manual Actions. See here
