To automate the Send SMS action, use the following guidelines to set up the template fields. Any fields denoted with a red asterisk require a value.

In the example below, the Send SMS action is executed once a matter is moved to a new stage (trigger).

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Recipient: Enter a valid phone number with area code and country code, if applicable, for the recipient of this text message or use a custom value from the trigger or a previous step.

Use a Custom Value (advanced) - If you select this option you will be prompted to select recipient values from the trigger record or from the record referenced by the previous step if this is not the first step.

Recipient_custom.png

Add Recipient: Click this link to add a recipient field if the message requires multiple recipients.

Add_Recipient.png

Message: Enter the content of the text message. To personalize the message you can click the

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icon to insert an available value from the trigger record or from the record referenced by the previous step if this is not the first step.

For example, you can insert the client's name at the beginning of the message, as shown below. Just click the insert icon at the point in the message where you need a value to be inserted.

Text_Message.png

Note: The maximum message length is 160 characters.

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