Workflows allow a user to create automation based on actions and responses in TeamTexter

 

  1. Select Administration on the left filter and on the main dashboard select Build Workflow

Graphical user interface, text, application Description automatically generated

  1. The Add a Workflow page will display
  2. Provide a Name for the Workflow
  3. Enter the Workflow Criteria. Options include:
    1. When Text Message contains specific Word(s). Using the  sign allows you to add additional options to the condition

Text Description automatically generated with low confidence

  1. If a person contains a specific Tag. Using the  sign allows you to add additional options to the condition

A picture containing text Description automatically generated

  1. If a person opts in
  2. If a person opts out
  3. When a person is added to a specific Group (Multiple Groups can be added to the condition)
  1. Enter the Workflow Result criteria. Options include:
    1. Add person to specific Campaign(s). Only active Campaign(s) will display
    2. Add a tag(s) to a person. Multiple tags can be added at a time
    3. Send a specific Text Message
    4. Assign an Owner to the individual
    5. Add to Opt in
    6. Add to Opt out
  2. Once workflow is created you can select to  to save your workflow until later or you can  to “turn on” your workflow.