How To Use The Manual SMS Event in Campaigns

The Manual SMS Event within a campaign creates a manual task for the user to send a custom SMS to the associated lead. This allows the user to respond to the lead at the time that best works for them.

Part 1: Navigate to the Existing Campaign or Create a new one

Step 1: Click "create an event" and choose "Manual SMS"

Step 2: Save and Publish the event.

Part 2: To ensure that the proper user receives the Manual SMS task, you can assign a user. This can be done through a trigger or at the campaign level. (To assign through a trigger, see our articles on triggers.) To assign through a campaign, see the steps below. 

Step 1: Navigate to campaign configuration > click "Assign User" and Save.

Part 3: To test the campaign and Manual SMS event, use a sample/test contact (check out our other "test" tutorials on how to create a test contact record for yourself.) 

Step 1: Add your test contact to the campaign.

Step 2:  To check your "Manual SMS", go to Manual Actions and ensure you see the Manual SMS task that the campaign created. 

Step 3: Then hit "Let's Start", type your message, and hit send.