Workflows: Adding a Send SMS Block

The Send SMS block allows you to send a text message to a contact’s phone number.

This block is used to send a notification to the contact enrolled in the workflow via text message. Refer to Adding a Send Internal SMS Block to notify someone internally (within your team).

To use this block, you will need to have navigated to the workflow design tab. Refer to Designing a Workflow if you are having trouble reaching this point.

Note that if the intended recipient does not have a phone number, they will be unenrolled from the workflow and labeled as “lost.”

1. Place a Send SMS block in your workflow where desired

2. Enter a message

3. If desired, click Add Attachment and upload a file

4. Click Done

5. In the workflow, you can now click show more to display the message content