Text Message (SMS) Action Type

ProcessPlan can automatically send text messages (SMS) based on action triggers - for example, texting a customer when their order ships or alerting a manager when a task goes past due.

To set up an automated text message:

1. On the desired template, click the Automated Actions icon in the template designer menu

2. Give the action a name and select Automate a Text Message as your Action Type

3. Select a trigger and add any conditions

4. In Action setup, complete the settings below

• To Number - The phone number(s) to text. Separate multiple numbers with semicolons (;)

• Message - The text of the message. Messages cost 3¢ each to US numbers and 10¢ each to international numbers

Both settings support the Insert Field Token button, so the recipient’s number and the message text can be pulled from your process fields.

Good to know:

• Sending text messages requires an account in good standing (an active subscription or trial)

• Each message that is sent is recorded against the process, including the recipient number and the message text

• If one of the numbers in your list is invalid it is skipped, and the message is still sent to the remaining numbers

• People can’t answer by replying to a text message, because replies to it don’t reach your process. To let them answer, include a link to a conversation page, where they can read the thread and write back

Optionally, use the Complete Task step to automatically complete a process task with a success or failure response after the message is sent.