Campaign Automation: Send SMS Action

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send sms action

The Send SMS action is used in Campaign Automations to send an SMS (text) message to an individual Lead or Contact that is a participant within a campaign automation. Actions can be added to the canvas individually, or they can be included within a Series. To learn more about series and actions, read this article.

NOTE: The capability to add Actions individually to the canvas (without the requirement of being included within a Series block) is available to customers in US data centers only. This functionality will be available for customers of EU and AU data centers very soon.

To add the Send SMS action, drag and drop it on the canvas. Click the node to edit the properties.

send sms action properties empty

The properties for the Send SMS action is very similar to a standard SMS. Here are the fields to enter:

Display Name (required):  The display name is entered by default, however you can also change the display name to anything you like.

Subject (required): This is the subject of the text message. This generally won’t be seen by too many service providers. This is mostly for your convenience in CRM.

Message (required): Place the content of your text message here. This is what the contact/lead will receive.

Campaign: The Text Message record that will be created in CRM can be associated to a CRM Campaign if this field is populated.

Text Message Owner (required): Here you can choose between “Same as participant’s owner” or “Same owner for all”. If “Same as participant’s owner is chosen”, the text message record created will be owned by the same CRM User that owns the contact/lead running through this action. If “Same owner for all” is chosen, you will need to choose which User and all the text messages created from this action will be owned by the same User regardless of who owns the contact/lead. A lookup field will appear if you choose this option, choose an User from this field.

Note: A note is an optional field for any details that need to be written about the action.

send sms action properties

A text message record will be created in CRM and will be sent out to that participant.


Feature Added: 8.4.0
Feature Updated: 8.7.
ClickDimensions Version Need: 7.0
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