SMS Notifications
With the SMS Notification automation, you can keep your leaders informed on the progress of contacts via text messages. This means managers, recruiters, or HR teams can be notified when people on their team hit your desired benchmarks, like completing training.
Use Cases
Here are a few examples of how to use SMS Notifications:
Send a text to an onboarding specialist when an onboardee has signed their rep agreement
Send a text to a manager reminding them that a rep is coming in for an interview in 1 hr.
Let a manager know that a rep hasn’t completed required training
Let a manager know when a rep has completed non-required training in order to recognize the rep with a “Let’s Go!!!”
So how do you implement?
How to Implement
How to Set Up SMS Notifications in a Campaign
Open the desired Campaign.
Click the Content section dropdown.
Drag and drop SMS Notification from the left panel into the workflow editor.
Click the SMS Notification element.
Enter a name for the notification.
Select the contacts to notify via text. Contacts are limited to those assigned to the team. Use related contacts to notify individuals directly associated with a contact. Learn more about related contacts.
Enter the message body. Use placeholders to insert names, mobile numbers, and other dynamic fields.
Review and Launch the automation.
How to Set Up SMS Notification Automations
Example use case: Notify managers or recruiters when a group of contacts completes training.
Create a group based on your conditions, such as “Completed Lesson” or “Status is Complete.”
Click the Automations tab.
Click Create next to the SMS Notification automation type.
Select your group.
Set the Start At time:
To run the automation daily, select "Run once for current contacts in group and all added contacts until the automation is paused or stopped."
Automations run from the selected Start Time until 12 AM, then resume the next day at the same time to avoid sending messages overnight.
Select the contacts to notify, specific contacts and/or related contacts.
Add placeholders to the SMS body as needed.
Review and launch the automation.
Details
You can send SMS Notifications:
To Contacts*:Any Contacts in your system can receive a notification...just select them from the Contact list
To Related Contacts*:Any related contacts can receive messages. You can set up managers, HR team leads, or recruiters to be on these lists (do this prior to setting up your SMS Notification).
Contacts must have a mobile number store on their profile in order to receive a message.
Questions?
Reach out to us via email at [email protected] or click Talk to Support in your ConveYour account (see image 👇).
Need Additional Help?
Does it make sense to schedule a time for us to show you what our successful clients do in ConveYour?
If so, use this link to meet with Jason, our Director of Customer Success.