Workflows allow a user to create automation based on actions and responses in TeamTexter
- Select Administration on the left filter and on the main dashboard select Build Workflow
- The Add a Workflow page will display
- Provide a Name for the Workflow
- Enter the Workflow Criteria. Options include:
- When Text Message contains specific Word(s). Using the
sign allows you to add additional options to the condition
- When Text Message contains specific Word(s). Using the
- If a person contains a specific Tag. Using the
sign allows you to add additional options to the condition
- If a person opts in
- If a person opts out
- When a person is added to a specific Group (Multiple Groups can be added to the condition)
- Enter the Workflow Result criteria. Options include:
- Add person to specific Campaign(s). Only active Campaign(s) will display
- Add a tag(s) to a person. Multiple tags can be added at a time
- Send a specific Text Message
- Assign an Owner to the individual
- Add to Opt in
- Add to Opt out
- Once workflow is created you can select to
to save your workflow until later or you can
to “turn on” your workflow.