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How do I set up the SMS Task workflow action?

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Workflows' SMS Task action automatically sends an SMS when the entry criteria are fulfilled.
Follow these steps to set up the SMS Task action:

  1. Click the Add Action drop-down.
  2. Select SMS Task.
    • This opens a window where you must set up the SMS to be sent and recipient details.
  3. Enter the Action Title.
  4. Enter the SMS body and recipient information.
    • Recipients: Choose the recipient number from the drop-down on the right.
    • 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.
    •  SMS Text: Enter the message body here. To insert a field value into the SMS, place the cursor in the desired position.
  5. Click Save to save the SMS task.
  6. Click Save to save the workflow.
To learn more about SMS Task workflow action, click here.
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