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Automation - SMS Reply Actions

Learn how SMS Reply Actions are related to SMS Campaigns and how they automate processes in the CRM.
R
Ruba
30 Dec, 2021 - Updated 17 days ago
Table of Contents

Introduction 

SMS Reply Actions has a particular purpose.

Assume you send out an SMS campaign. Every time a recipient replies to the campaign, you can do one or more of the following:

  • Create/update contacts
  • Create/update leads
  • Create/update organizations
  • Archive SMS
  • Send reply

Each of these is an SMS reply action, meaning an action taken by the CRM after someone replies to an SMS campaign. 

Let us see how they work in detail.

But before that, if you wish to learn more about SMS Campaigns, click here.

Setting up Create/Update Actions

The Create/Update reply actions allow you to create lead, contact, and organization records using the replies sent to your SMS campaigns.

Creating or updating lead, contact, and organization records in the CRM from SMS replies is similar. So, let us take an example to learn about the setup. 

 

Consider sending an SMS campaign that talks about your upcoming product to all your leads. You mention in the SMS that recipients must reply with their name and a ‘Yes’ or ‘No’ to confirm if they want a demo of the product. If a lead responds with a ‘Yes’, you can create a contact record with the help of reply actions.

 

Let’s see how to configure reply actions, shall we?

Follow these steps to set up a reply action:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen
  3. Click the Settings button
  4. Look for the Automation section
  5. Click SMS Reply Actions
  6. Click the +Add Reply Rule button
  7. Enter the following Rule Information:
    1. Rule Name - For example, ‘Reply for New Product Demo’
    2. Rule Status - Enable the Active radio button to enable the reply action 
  8. Specify the Entry Criteria. For example, ‘If SMS Body Contains Yes’
    1. Note: Click the +Add Condition button to add multiple conditions.
    2. Choose All Conditions if all the conditions must be met to execute the reply actions, or choose Any Condition if at least one of the conditions must be fulfilled 
  9. Set up the Actions 
  1. Click the Add Actions drop-down
  2. Select Create/Update Contacts
  3. Enter the Action Name
  4. Mark the Action Status as Active
  • Note: An action is not executed if marked as Inactive
  1. Enable the Duplicate Prevention toggle button if you want to check for duplicate records when creating new records. This works only when duplicate prevention is enabled. To learn more about it, click here
  2. Enable the Autofill values from SMS body toggle button to use the text in the SMS body to fill out CRM fields
  • For example, if the SMS body contains “Yes”, you can copy it to the Campaign Response (custom) field by enabling the autofill option
  1. Choose a Delimiter that separates labels from values in the SMS body
  • For example, if the SMS body contains First Name : John, then : is the delimiter, First Name is the label, and John Doe is the value that must be copied to a CRM field
  1. Enable the radio button for Ignore first word if you do not wish to consider the first word in the reply message to autofill values
  • For example, if a reply contains “Hi, First Name : John”, the word Hi is ignored. Although, this option can be disabled if you are providing a sample SMS body
  1. Click the Map Values to CRM Fields button
  2. Map the SMS body to the CRM fields
    • For example, if the SMS body contains “First Name : John, Last Name : Doe”, then you can map First Name to the contact record’s First Name field and Last Name to the contact record’s Last Name field

  1. Click Save
  1. Click Save to save the reply action

Setting up the Archive SMS Action

The Archive SMS action saves incoming messages as an SMS record in the CRM. You can find these records under Main Menu > Essentials > Conversations.

Follow these steps to set up Archive SMS:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen
  3. Click the Settings button
  4. Look for the Automation section
  5. Click SMS Reply Actions
  6. Click the +Add Reply Rule button
  7. Enter the following Rule Information:
    1. Rule Name - For example, ‘Reply for New Product Demo’
    2. Rule Status - Enable the Active radio button to enable the reply action 
  8. Specify the Entry Criteria. For example, ‘If SMS Recipient Contains John Doe’
    1. Note: Click the +Add Condition button to add multiple conditions.
    2. Choose All Conditions if all the conditions must be met to execute the reply actions, or choose Any Condition if at least one of the conditions must be fulfilled 
  9. Set up the Actions 
  1. Click the Add Actions drop-down
  2. Select Archive SMS
  3. Enter the action title
  4. Set Action Status to Active if you want to archive SMSes. Otherwise, set it to Inactive
  5. Click Save
  1. Click Save to save the reply action

Field mapping

For an SMS record to be created, its fields must be filled out. This happens automatically.

  • The SMS content is mapped to the Message field
  • The SMS Campaign owner is stored in the Assigned To field
  • The Direction field is set to Inbound

Setting up the Send Reply Action

AS the name suggests, the Send Reply action sends a reply message to incoming messages.

Follow these steps to set up the Send Reply action:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen
  3. Click the Settings button
  4. Look for the Automation section
  5. Click SMS Reply Actions
  6. Click the +Add Reply Rule button
  7. Enter the following Rule Information:
    1. Rule Name - For example, ‘Reply for New Product Demo’
    2. Rule Status - Enable the Active radio button to enable the reply action 
  8. Specify the Entry Criteria. For example, ‘If SMS Body Contains No’
    1. Note: Click the +Add Condition button to add multiple conditions.
    2. Choose All Conditions if all the conditions must be met to execute the reply actions, or choose Any Condition if at least one of the conditions must be fulfilled 
  9. Set up the Actions 
  1. Click the Add Actions drop-down
  2. Select Send Reply
  3. Enter the action title
  4. Set Action Status to Active if you want to archive SMSes. Otherwise, set it to Inactive
  5. Type your message in the Type Message field
  6. Click Save
  1. Click Save to save the reply action
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