The Send SMS action within workflows enables you to send automated text messages to contacts. The feature enables personalized text messages as part of an automated workflow that trigger based on conditions or schedules.

When to Use Send SMS

Appointment reminders to reduce no-shows

Promotional campaigns about offers

Order status updates

Event notifications

Configuration Steps

  1. Add the action to your workflow editor
  2. Name the action descriptively
  3. Compose messages using dynamic fields like {{contact.first_name}}
  4. Optionally attach resources via URLs
  5. Test with a phone number
  6. Save and test the complete workflow

Real-Life Example

The article demonstrates a multi-stage appointment reminder scenario with messages sent 24 hours and 1 hour before appointments.

FAQs Covered

Personalization using dynamic contact fields is supported

SMS can include URLs linking to resources (not direct file attachments)

Test messaging available before activating workflows

SMS timing depends on triggers and wait steps configured