With our SMS Flow editor, you can determine exactly what happens to every incoming text message. One option you have is to send a pre-set message back, using the Save & Reply applet.
To configure your inbound SMS flows, go to Admin Dashboard -> Call Flow tab and then select Create SMS Flow (if you never created one) or click on the envelope icon ✉️ to modify the one you previously created.
Here, you need to decide what happens with your SMS/text messages.
Save and Reply
The Save & Reply applet logs the incoming text message into the inbox you choose (either for a user or a team) and sends a predetermined message back to the original sender.
This feature is completely customizable for you, but examples include:
Confirming receipt and letting your contact know the average response times.
Use in conjunction with the SMS Menu, to send set information, such as office hours or location, based on a key press.
Highlighting how to Opt-out/unsubscribe
Setting the Save & Reply Options
Once you drag the Save & Reply applet into the SMS flow, a dialogue box will open with options.
You can set the options to work best for you:
Owner & Inbox - Who receives the messages, either a User or a Team. Then, pick which User or which Team, by selecting the corresponding inbox
Send a response to the sender
YES - The sender will receive back a pre-set message (that you customize)
NO - No response will be sent
YES - A notification will be sent on an alternative phone number/set of numbers that you provided. (For example, you can have it notify you on your personal mobile phone outside of your smrtPhone account.) If you want to add multiple numbers to get a notification, each number will be added to a separate new line in the box. For each notification sent, it will count toward your text message usage.
NO - No notification
Trigger Webhook
YES - Triggers an HTTP POST webhook when the message is received (can be used with Globiflow/PWA Webhooks, for example)
NO - Nothing happens when a message is received, no trigger
The number you add in the SMS Save & Reply Applet is mandatory not to be also a smrtPhone number since this creates a loop of messages.
Use your personal number to get notified, since this feature will be blocked for smrtPhone numbers, no matter the CRM.
🥳 Your Save & Reply is complete!
Now you can move on to the next applet that you wish to have in your SMS Flow or just save it as is.
