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⭐️ Adding Users to Initial SMS Workflows
⭐️ Adding Users to Initial SMS Workflows

Learn how to add users to your Intial sms workflows

Tommy avatar
Written by Tommy
Updated over 2 months ago

In this video, I demonstrate how to add users to initial SMS workflows efficiently. I explain the importance of assigning users to specific timeframes to manage text message distribution effectively. The video emphasizes the need to balance the workload among users to ensure optimal performance. Action requested: Follow the step-by-step guide to assign users before adding contacts to maintain workflow integrity.

The objective is to add users to initial SMS workflows in order to assign those users to the contacts so that you can send text messages. By following the steps in the video it will ensure you use proper distribution contact distribution with the users.

Adding Users to Initial SMS Workflows: A Step-by-Step Guide

  1. Accessing Workflows

    • Click on "Workflows" in the system.

    • Navigate to the "Initial SMS" section.

  2. Assigning Users

    • Choose the specific workflow (e.g., Ben, Jen, Sarah).

    • Click on the "Assign to User" event.

    • Select the user (e.g., Ben 1, Ben 2, Ben 3) based on the timeframe and workload distribution.

    • Ensure each user has a designated phone number for sending text messages.

    • Opt for the "split traffic" option to evenly distribute contacts among users.

    • Save the action and then save the workflow to confirm user assignments.

  3. Importance of User Assignment

    • Having users assigned before adding contacts is crucial to avoid workflow errors.

    • Users with assigned phone numbers ensure messages are sent correctly.

    • Users are should be specific to each workflow and time frame, maintaining organization and efficiency.

  4. Setting Users for Initial SMS

    • For the combined Initial SMS workflow, assign users to specific time frames (e.g., 9-12, 12-4, 4-8).

    • Assign users like Jen, Ben, and Sarah to correspond with the designated time slots.

    • Keep user assignments equal to balance workload and message distribution.

    • Save actions and workflows after assigning users to each time frame.

  5. Maintaining Workflow Efficiency

    • Avoid adding contacts before setting up users to prevent errors and ensure smooth workflow operations.

    • User assignment ensures messages are sent at the right time and from the correct phone number.

    • Balancing workload among multiple users in different time frames improves message delivery and system performance.

  6. Closing Remarks

    • User assignment is essential for effective SMS workflows and successful message delivery.

    • Prioritize setting up users before adding contacts to maintain workflow integrity and optimize messaging processes.

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