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Feature Availability

Vtiger Editions: One Growth | One Pilot | One Professional | One Enterprise | One AI

Introduction

Vtiger CRM enables you to automate SMS communication using the Workflows module. By configuring an SMS Task, you can send personalized text messages automatically when specific events occur and predefined conditions are met.
For example, when a Lead's status changes to Qualified, you can configure a workflow to send an automated thank-you message to the Lead. You can personalize the message by including field values such as the recipient's first name.
Before setting up an SMS workflow, ensure that the SMS Notifier is configured correctly and connected to a supported SMS gateway, such as TextAnywhere or Clickatell.

• To learn more about Workflow, click here.
• To learn more about SMS Messages, click here. 

In this article, you will learn about:

• Setting up an SMS Task

​​​​​Key Terminology

Setting up an SMS Task

Let us look at how to set up a workflow for an SMS task by considering the above example. 

Follow these steps to set up the SMS Task action:
Step 1: Accessing the Workflow page
Step 2: Entering the Basic Information 
Step 3: Selecting the Workflow trigger
Step 4: Setting up the Workflow entry criteria 
Step 5: Setting up the action 

Step 1: Accessing the workflow page

1. Log in the CRM.
2. Click the User Menu on the top right corner of the screen.
3. Click Settings . The Settings page opens.
4. Select Automation > Workflows. The Workflows page opens.

5. Click the +New Workflow button.
6. Select Standard. This opens the New Standard Workflow page.

Step 2: Entering the basic information

 

7. Enter or select the following details:
   1. Workflow name: Enter the workflow name as Send thank you message.
   2. Target module: Select Leads as the target module.
   3. Status: Set the status to Active.
   4. Description: Enter a description that explains the purpose of the workflow action.

Step 3: Select the workflow trigger

 

8. Select the Workflow Trigger - Lead updated (Includes Creation).
9. Choose Every time conditions are met from Recurrence.

Step 4: Set up the workflow entry criteria

 

10. Click the +Add Condition button.

 

11. Enter the condition - Lead Status is Qualified by following the steps below:
    1. Select Lead Status from the first drop-down and is from the second.
    2. Click on the text area on the right.
    3. Select Raw text from the drop-down.
    4. Click on Select an option.
    5. Choose Qualified.
    6. Click Save.

Step 5: Set up the action

 

12. Click the Add Action drop-down.
13. Select SMS Task. This opens a window where you must set up the SMS to be sent and recipient details.

 

14. Enter the Action Title.
15. Enter the SMS body and recipient information:
    1. Recipients: Choose the recipient number from the drop-down on the right
    2. Add Fields: These field values are inserted into the message body. For example, when you select the First Name field, you can compose a message that starts with Hi. . The first name of the recipient gets embedded where the place holder is specified.
    3. SMS Text: Enter the message body here. To insert a field value into the SMS, place the cursor in the desired position
16. Click Save to save the SMS task.
17. Click Save to save the workflow.

References

• Workflows in Vtiger CRM
• Creating Standard Workflows
• SMS Messages
• Creating a Scheduled Workflow
• Set up Multi-path Workflows

Set up a Workflow Action to Create Event Set up a Workflow Action to Create Task Workflows in Vtiger CRM Set up a Workflow Action to Create Records Workflow Action to Update Fields