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How to set up a Manual SMS action in GoHighLevel

Want to bring a more personal touch to your automated workflows? Looking for ways to make your SMS marketing campaigns feel more human and engaging?

SMS marketing is a powerful tool for businesses to connect with their audience. However, automated SMS campaigns can sometimes feel impersonal, missing the level of personalization that customers appreciate. That’s where manual SMS actions can make a difference.

Manual SMS actions allow you to introduce a human element into your SMS campaigns, making interactions feel more authentic and tailored to your audience.

In this article, we’ll dive into the advantages of manual SMS actions, explore different ways to use them effectively, and guide you on how to implement them within the system to elevate your SMS marketing strategy.


Here are a few reasons why someone might want to add a manual SMS action:

1. Customer Interaction: Sometimes, it’s essential to involve a human touch in customer interactions. By including a manual SMS action, you can prompt your team to respond personally to customer inquiries, ensuring a more personalized and tailored experience.

2. Approval Processes: In certain workflows, especially those involving critical decisions or sensitive information, manual SMS actions can serve as an approval step. This allows designated individuals to review and authorize specific actions before proceeding.

3. Verification and Validation: Adding a manual SMS action can be useful for verifying or validating certain information. For example, you might send an automated SMS to customers with a link to confirm their subscription or verify their contact details. The manual step would involve someone reviewing the responses received and taking appropriate actions.

4. Complex Workflows: In complex workflows where multiple systems or teams are involved, manual SMS actions can act as checkpoints. They provide an opportunity for human intervention to ensure that everything is functioning correctly or to handle exceptional cases that may require individual attention.

5. Time-Sensitive Information: Manual SMS actions can be helpful when you need to send time-sensitive information that requires immediate attention. By manually triggering an SMS, you can ensure that the message reaches the recipients promptly and that any necessary actions are taken promptly.



Manual SMS actions offer versatility by integrating human involvement with automated processes. They allow for personalization, informed decision-making, and adaptability within your workflows, leading to improved customer experiences and more efficient handling of complex situations.



How to Set Up Manual SMS Action in Workflows



Where and how to use Manual Actions on the Mobile App

Click on the hamburger menu

Click on “Manual Actions”

The blue “PLAY” button will display the pending manual actions 

If this is a manual call, the call pop-up will appear, and you will be able to select an option based on how your call went, which will be reflected in your call reporting.



How to add a Manual SMS action in a Campaigns (Will be Depricated)

Please Note:

Please be aware that campaigns and triggers will no longer be supported in the future. We recommend switching over to workflows, as they provide a much more powerful experience. These features (Campaigns & Triggers) will be depricated TBD.



FAQ


Where do users go to complete manual actions?


Desktop App:

Manual actions are located under the Conversation tab > Manual Actions


Mobile App:

Manual actions are located under the Conversation tab > Manual Actions.

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John Mamado
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