This action steps enables you to utilize your Twilio Account account to send SMS messages through your Follow-Up Funnels on Actionetics MD.
Step One: Adding a New SMS Step
- Select Add New Step
- Select Text Messenger
Step Two: Selecting / Adding your Twilio Account
- Select Send SMS
- Select Continue
- Select an Connect an Account if one is not presently integrated
You can learn how to connect your Twilio Account here
- If Twilio is integrated, Select the integration and Save+Continue
Step Three: Setting up your message
- Add your Step Name
- Add your When to Trigger Action Setting
- Add your Send SMS message
- Determine if a Push Window will be utilized
- Set your beginning day and time
- Do note, this can delay your initial send period
- Determine if you filters will be utilized
- Default will send this message to everyone on this list
- You can use the rule options above to restrict who this message is sent to.
- Select Save
Step Four: Make Your Step Live
- Make Live
If you require further assistance, you can click the support icon in the bottom-right corner of this page.