In this video, I guide you through updating snippets for SMS workflows. I explain how to personalize snippets for different workflows like Ben, Jen, and Sarah. Remember to use custom fields to avoid spam flags. I show you how to add custom values like first names and property addresses. By following these steps, you can ensure your messages are personalized and effective.
The objective of this video is to guide user on how to update SMS templates (snippets) used for initial workflows (Ben/Jen/Sarah and Initial workflow)
Updating SMS Templates for the Initial SMS Workflows
Identify Templates (snippets) for Different Workflows
Templates are named after specific workflows (e.g., Ben 9-12, Jen 12-4, Sarah 4-8).
Each template corresponds to a specific workflow (Ben templates for Ben workflow or the 9 -12 timeframe in the Intial Workflow, Jen templates for Jen workflow or the 12 -4 timeframe in the Initial Workflow, Sarah templates for the Sarah workflow or the 4-8 timeframe in the initial workflow.
Understanding Time Frames in Templates
Templates have different time frames for sending messages (e.g.,
Ben templates: 1A for 9 - 10, 1B for 10 - 11, 1C for 11 - 12.
Jen Templates: 1A for 12 - 1, 1B for 1 - 2, 1C for 2 - 3, 1D for 3 - 4.
Sarah Templates: 1A for 4 - 5, 1B for 5 - 6, 1C for 6 - 7, 1D for 7 - 8
templates 2-7 are used for when the contact does not respond to the previous message.
Editing Snippets/Templates
To Access your snippets:
On the left menu bar click on dashboard, the on the top right select templates
On the left menubar click on conversation, then on the top menu bar select snippets
Find the snippet you are looking to edit
Click on the 3 dots to the right of the snippet
A new window will open of the snippet
make any changes and don't forget to click save on the bottom right
Adding Custom Fields
Add custom fields like first name, last name, property address under the contact section.
Populate the message with custom field by placing the cursor in the desired location and selecting the desired custom fields.
Checking for Undefined Information
If any information is missing, it will appear as undefined when the message is sent.
Ensure all necessary information is filled in for the contact to avoid undefined fields.
Managing Segments and Estimated Costs
1 segment = one text message. 2 segments = 2 text messages
Check the estimated cost and ensure it aligns with the desired segment count.
Hit save once editing is complete.
Integration with Workflows
Updated templates automatically integrate into the respective workflows.
Workflows consist of multiple messages sent based on time frames and drip follow up messages.
Drip messages are used to follow up if contacts do not respond, with a total of six additional messages.