Texts have impact. They get read more often—and sooner—than emails. In this article you'll learn how to add texts to the automated Workflows you set-up in NextAgency. Before you begin, please ensure that NextText is enabled and a valid phone number is saved under the Contacts tab of case records.
Note: This video does not cover setting up Workflows or NextText. Videos on these subjects can be accessed through these links:
To start, go to Settings (top right) > Automations > Workflows, then click Add Workflow.
Details tab: Enter a workflow name and an optional description.
Trigger tab: Next, configure the trigger conditions. In this example, the workflow is case-specific and is triggered when the case stage changes to Active. You may also create workflows based on other scenarios, such as effective or renewal dates, birth dates, and more. You can learn more about Workflows here. Click Continue to proceed.
Actions tab: On the Actions tab, select Add Action, then choose Add Text.
The name field is for your agency's internal use only so your team understands the purpose of this workflow.
Next, in the "To" field, enter the role of the recipients you are targeting. Be sure to enter when you want the texts to go out relative to the Trigger Date (for details, please see the video mentioned above).
Then enter the text message information. You can customize your texts using "Receiver Fields" so, for example, the recipient's first name is included in the text. Remember, people expect texts to be short and to-the-point.
Finally, click Save and Activate to enable the workflow. Your text messages will now be sent automatically when the criteria you set in the Trigger step are met.
Note: NextText uses a platform with a long history of getting your texts delivered. We pass their fees through to you to reflect your actual usage. You can see this pricing here: NextAgency Pricing.
If you have any questions, please contact the support team.