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Send SMS messages with automation
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== Step-by-Step Instructions == Once in the automation editing interface, you can create your SMS message by following these detailed steps: 1. **Select the Node**: Click on the node (+) in your automation workflow. 2. **Add SMS Action**: In the options that appear, click on the '''Send an SMS''' action located under the '''Sending''' category. 3. **Name Your SMS**: In the '''SMS name''' field, enter a name that will help you organize your SMS messages. 4. **Choose Recipients**: On the '''Send to''' dropdown, specify whom you want to send the SMS. 5. **Schedule Send Timing**: - Click '''Edit''' next to the '''Send On''' option. - Select the days you want the SMS to be sent. Note that if a contact qualifies for this step outside the selected days, they will skip to the next step. - Choose a time range for sending your SMS. If a contact hits this step outside the specified time range, the SMS will not be sent. - Click '''Done''' to confirm your scheduling parameters. 6. **Configure Sender and Opt-out Instructions**: - Click '''Edit''' beside the '''Include''' option. - In the '''Sender name''' field, input the name expected to be displayed to your contact. - Choose whether to include the default opt-out instructions, which indicate how contacts can opt out of receiving these messages (e.g., "Reply STOP to opt out"). You can customize this messaging, ensuring that terms such as "stop," "end," "quit," "stopall," or "unsubscribe" are included if not using default language. 7. **Compose Your Message**: Enter the content of the SMS message you wish to send. Personalization tags can be utilized for a tailored approach; however, remember that SMS messages have a limit of 160 characters. If using personalization tags, ensure that your message will remain within this limit. 8. **Save Your Configuration**: After finalizing your SMS content and settings, click '''Save''' to apply your changes.
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