Important Note: “Campaigns” (in Automation) has been deprecated. Please check our article “Workflow Action: Manual SMS” to learn how to do this on Workflows.
The Manual SMS Event within a campaign creates a manual task for the user to send a custom SMS to the associated lead. This allows the user to respond to the lead at the time that best works for them.
Step 1: Click "create an event" and choose "Manual SMS"
Step 2: Save and Publish the event.
This can be done through a trigger or at the campaign level. (To assign through a trigger, see our articles on triggers.) To assign through a campaign, see the steps below.
Step 1: Navigate to campaign configuration > click "Assign User" and Save.
Use a sample/test contact. (check out our other "test" tutorials on how to create a test contact record for yourself.)
Step 1: Add your test contact to the campaign.
Step 2: To check your "Manual SMS", go to Manual Actions and ensure you see the Manual SMS task that the campaign created.
Step 3: Then hit "Let's Start", type your message, and hit send.
1. What is the purpose of the Manual SMS Event in a campaign?
The Manual SMS Event creates a task for the user to send a custom SMS to a lead, allowing for timely and personalized communication based on the user's schedule.
2. How do I assign a specific user to receive the Manual SMS task?
You can assign a user either through a trigger or directly at the campaign level by navigating to campaign configuration, selecting "Assign User," and saving the changes.
3. Can I test the Manual SMS Event before using it in a live campaign?
Yes, you can test the event by adding a sample/test contact to the campaign and verifying the Manual SMS task under Manual Actions.
4. What should I do if "Manual SMS" tasks are not appearing in Manual Actions?
Ensure that the campaign is correctly configured and that the test contact has been added to the campaign. If issues persist, review the setup and check for any missed steps.
