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Configure an Action to send an Text SMS Template

Use your sales workflow to send timely messages to your leads following the outcome of a call

Gabriel Buck avatar
Written by Gabriel Buck
Updated this week

Overview

In SalesExec, you can configure workflow actions to automatically send a Text (SMS) template when a lead hits a specific status in your sales workflow. This lets you trigger text messages as part of your process (for example, after contact attempts, appointment creation, or qualification) without manual messaging — improving speed and consistency.

Note: Configuring this action operation requires knowledge and appropriate permission levels to make adjustments to the workflow. Should you have any questions, please reach out to our support team via chat within ClickPoint.
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Key Functionality

  • Text (SMS) Template Actions
    Create actions that send predefined SMS templates automatically when triggered.

  • Workflow Integration
    Include SMS sends in your workflow steps based on lead status changes.

  • Dynamic Field Personalization
    SMS templates can include merge tags (like first name, offer code, or appointment details) to personalize each message.

  • Multi-Channel Engagement
    Combine SMS sends with other actions (emails, status updates, appointments) for a layered engagement experience.

  • Respect for Opt-Outs
    SMS sends honor opt-outs and Do Not Contact records to ensure compliance.

How to Use This Feature

Step 1: Prepare Your SMS Template

  1. In SalesExec, go to the SMS templates area.

  2. Create the template you want to send via action.

  3. Give it a clear name (e.g., “Appointment Reminder”) and define the text.

  4. Save the template.

Action Operation Configuration

Step 2: Add an Action for Sending SMS

  1. Navigate to Settings → Create Sales Workflow.

  2. Choose the Record Type whose workflow you want to modify.

  3. Open the workflow and go to the status where you want the SMS sent.

  4. Click Add Action to create a new action or edit an existing one.

  5. In the action configuration, enable Send SMS Template.

  6. Select the SMS template you prepared earlier.

  7. Configure any additional action options (status change, appointment creation, etc.) that should occur with the SMS send.

  8. Save the action and workflow.
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Best Practices

  • Keep SMS Short and Clear
    SMS character limits matter. Use concise language and strong call-to-action phrases.

  • Use Merge Fields Thoughtfully
    Personalization increases engagement, but only include merge tags that are populated for most leads.

  • Respect Timing and Frequency
    Avoid sending texts at odd hours or too frequently — guard against overwhelming leads.

  • Combine with Email and Tasks
    Use SMS as part of a multi-channel engagement strategy alongside email and task reminders.

  • Monitor Delivery Results
    Regularly review SMS statistics to ensure messages are delivering and engaging as expected.

Troubleshooting

  • SMS doesn’t send when action triggers
    → Confirm the workflow action includes the SMS template and the workflow is active.
    → Test with a lead that has a valid phone number and isn’t on a Do Not Contact list.

  • SMS delivers with missing merge values
    → Check that the lead record contains the fields referenced in the template.

  • Leads marked Do Not Contact still receive SMS
    → Validate opt-out / DNC rules are properly configured — the system should block these sends.

  • Wrong SMS template sends
    → Reopen the action configuration and ensure the correct template is selected.

  • Users don’t see disposition tied to the SMS send
    → Ensure your workflow status or action includes a meaningful disposition or note for tracking.

Related Articles
Sales Workflow - Configuring Actions
Text SMS Templates
Sending Text SMS Messages
Automatically Send SMS Templates with Nurture
Configure An Action to Send an SMS Template
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