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Setting Up Manual SMS Actions: Step-by-Step Guide

Mastering Personalized Communication: Comprehensive Step-by-Step Guide to Setting Up Manual SMS Actions for Enhanced Customer Engagement and Workflow Management

Unlock the Power of Personalized SMS Campaigns with Manual SMS Actions

Looking to infuse personalized communication into your automated workflows? Need to add a human touch to your SMS marketing initiatives?

SMS marketing has emerged as a vital tool for businesses to engage with their customers. Yet, automated SMS campaigns sometimes lack the personalization and human connection that customers desire. This is where manual SMS actions step in.

Manual SMS actions offer a solution to infuse the human element and integrate personalized communication into your SMS campaigns. In this article, we’ll delve into the advantages of manual SMS actions, explore their various applications to enhance SMS marketing efforts, and provide insights on how to leverage them effectively within your system

  1. Customer Interaction: Enhance customer interactions by adding a personal touch. Manual SMS actions prompt personalized responses to inquiries, fostering tailored experiences.
  2. Approval Processes: Utilize manual SMS actions for critical decision-making. Designated individuals can review and authorize actions before proceeding.
  3. Verification and Validation: Ensure accuracy with manual SMS actions. Verify information by reviewing customer responses, such as subscription confirmations or contact details.
  4. Complex Workflows: Maintain workflow integrity with manual SMS actions. They act as checkpoints in multifaceted processes, allowing human intervention to ensure functionality and address exceptional cases.
  5. Time-Sensitive Information: Deliver urgent messages promptly. Manual SMS actions facilitate immediate communication of time-sensitive information, ensuring timely responses and actions.

Overall, manual SMS actions offer flexibility, blending automation with human involvement. They enable personalization, decision-making, and adaptability, enhancing customer experiences and managing complex scenarios effectively

How to Set Up Manual SMS Action in Workflows

Where and how to use Manual Actions on the Mobile App

Click on the hamburger menu

Click on “Manual Actions”

The blue “PLAY” button will display the pending manual actions 

If this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting.


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