Overview
SalesExec allows administrators to automatically send SMS messages by configuring actions that use predefined SMS templates. These actions can be triggered by events such as lead creation, status changes, time delays, or workflow conditions. Automating SMS delivery helps ensure timely follow-up, consistent messaging, and reduced manual effort for users.
SMS actions respect SMS Opt-In rules. Messages will only be sent to contacts who are eligible to receive SMS communications.
Key Functionality
Automatically send SMS messages using saved SMS templates.
Trigger SMS actions based on lead activity, workflow conditions, or time-based rules.
Personalize messages using dynamic lead fields embedded in templates.
Enforce SMS Opt-In compliance automatically.
Reduce manual messaging while maintaining consistent communication standards.
How to Use This Feature
Navigate to More > Settings > Sales Workflow.
By default, your workflow will populate. However, if you have multiple record types, make sure to select the correct one by clicking the arrow next to its name to open the dropdown menu, where you can choose the appropriate record type.
Scroll down to find the correct status, then click the Settings button (3 dots) for the menu action, from where you can select the action and edit it.
In the Operations settings, enable the Send SMS Template operation and select the SMS template that should be sent to the lead when the action is used.
Click the green Update Action button to save your configuration
Best Practices
Always verify that contacts included in the workflow have valid SMS Opt-In status.
Use clear, concise SMS templates to improve deliverability and response rates.
Test SMS actions in a controlled environment before enabling them for live leads.
Avoid sending multiple SMS actions too close together to prevent message fatigue.
Clearly document which workflows include SMS actions to simplify future maintenance.
Troubleshooting
If SMS messages are not being sent, confirm the SMS by checking the Text tav from where you can check the SMS status.
Verify that the selected sender phone number supports SMS and is properly configured.
Ensure the SMS template exists, is active, and contains valid dynamic fields.
Check workflow conditions to confirm the action is triggering as expected.
If messages fail intermittently, review RingResponse balance and SMS usage limits.