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Sending a Single or Mass SMS through a Workflow

  • Updated

Context

For integrating TrueDialog on HubSpot, it is required that the HubSpot User is able to use a HubSpot Workflow to send single and mass SMS to one or more Contacts. When sending mass SMS, the HubSpot User should be able to select between Short Code and Long Code channels.

Additionally, when entering a message, the HubSpot User is able to use dynamic fields from the Contact properties.

How To

Within HubSpot:

 

1. Hover over Automation, and click on Workflows at the horizontal menu

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2. Click on “Create workflow” in the top right corner of the screen, then select “From scratch”

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3. Make sure “Contact-based” is selected in the left-hand side menu, and choose a start to your workflow (this guide assumes “Blank workflow” is selected), then click on “Next”

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4. Click on “Set up triggers”

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5. If you are sending mass SMS to a list of Contacts, you can select the filter “List memberships”

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6. You can select an imported list of Contacts

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7. Set the trigger to “is member of list”, then click on “Apply filter”

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8. FOR MASS SMS: If you are sending mass SMS, you need to be mindful of opted out Contacts - click on the second “AND” button to add a new filter

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9. Select “Contact properties”

 

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10. Search for “SMS Opted-out”
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Here you have two ways of setting up this trigger:

  • If you want to only add Contacts that have “SMS Opted-out” set to “No”, use the trigger “is any of” and select “No”, then click on “Apply filter”

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  • If you want to only remove Contacts that have “SMS Opted-out” set to “Yes”, use the trigger “is none of” and select “Yes”, then click on “Apply filter”

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11. Click on “Save”

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12. Click on the “+” sign, and search for TrueDialog’s Send Mass SMS action

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13. To fill the Contact Phone Number, click on “Contact token” and look for the Mobile phone number

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14. Select a Channel, then enter a message and click on “Save”

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  • You can also use the “Contact token” above the message field to add attributes to your SMS

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15. Optionally, name your workflow, and finally click on “Review and publish”

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16. Select the Enrollment type: “Yes” will cause the workflow to trigger as soon as you click on “Turn on”, and “No” will cause the workflow only after you turn it on and then click on “Enroll” on the following page

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