Using SMS workflow builder

Tip: Create your messages before setting up your workflow. To create them, go to SMS > Messages. Then return to the workflow builder to select it.

Workflow builder is a visual tool where you set up the components for your automation. You can add SMS campaigns, delays, and conditional branches. Click the Workflow tab to open the builder. The right panel shows your workflow. You’ll add new components here. The left panel is where you enter the details for each component. Use the resize tool to zoom in and out for a better view.

Build your workflow

1. After you finish Settings, continue to the Workflow tab
2. In the right panel, click the message placeholder
3. In the left panel, set up the first campaign in the workflow 
   Enter a campaign name, add labels and options, if needed
    
4. Select the message
   If you haven’t created your message yet, you can come back and select it later
    
5. Click the + icon to add more components to your workflow
   The menu will show the possible components that can be added at each point in the workflow. The + icon will be red when a required component is missing.
6. Click Save and Exit

Add a Message

Add a message to the workflow. In the left panel, fill out the campaign details and select the message. Keep in mind that campaigns that are part of workflows will appear in the SMS Campaigns grid and calendar as part of the Testing step. You may want to follow the same naming and labeling conventions that you use when setting up campaigns outside of workflows. 

• Campaign names
  The campaign name field will show the workflow name by default. We will append a 1, 2, 3, … to any additional campaign that is added to the workflow. To add a custom name, click into the field. Names cannot be changed after the workflow is sent.
• Labels
  Add any labels you use for organizing. Labels cannot be added after the workflow is sent.
• Select a message
  If you haven’t created your message yet, you can come back and select it later. To create it, go to SMS > Messages. Then return to the workflow builder to select it.

Add a Delay

Add a delay before the next email sends. Delays are required before emails and conditions. If you are using If Conditions, these delays give subscribers a chance to interact with your emails and send a follow-up email based on their behaviors.

• You can use your up/down keyboard arrows to adjust the delay times

Add an If Condition

Branch your workflow into different paths based on how subscribers interact with the previous campaign. Set what happens if the activity is met (Yes) or if it is not met (No). 

• You do not need to set up both branches.
• Conditions only apply to subscribers who are already in the workflow. You do not select a new list each time.
• Set up your condition by adding as many requirements as necessary. You can combine both types.
• Select if you want the condition to include people who meet All or Any of the requirements. Only subscribers who meet the requirements will be included in your campaign.

Add profile data requirements

Segment by any data that is stored in a WordFly data field.

Subscribers will exit the workflow when there are no more campaigns or when they no longer meet the requirements.

When you have completed your workflow, click Save and Exit to proceed to the next step.

Keep reading

1. Select workflow settings
2. Use workflow builder to set up components
3. Review and test campaigns
4. Activate a workflow