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Create a Texting Menu (Menu Applet) - SMS Flow

Give your contacts a text message menu to select the information they need, using a keypress.

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Give your contacts the opportunity to self-select the path they want to take in an SMS Flow via keypress via the SMS Menu Applet.

To reach the SMS Flow editor, go to your Admin Dashboard > Call Flow and select Create SMS Flow or click on the βœ‰οΈ envelope icon to modify an already created Flow.

SMS Menu Applet

The Menu Applet works as an interactive menu, so all information is automated and sent to the contact as moved through the options via keypress. It's a hands-off way to get information to your audience without having to sift through messages in your inbox, or waste your contact's time.

Example use cases include:

  • Sending business hours

  • Sending location information

  • Sending event information, such as open house location and hours

  • Automated qualification of a lead (e.g. - text back "sell" if you'd like to sell the property)

  • Accessing the latest promotion/promo code

  • Allowing opt-out of receiving text messages from you

Configuring your SMS Menu

Once you drag the Menu Applet into the Flow editor, you get to customize the content of your menu, as seen below.

❗ Keep in mind that this applet only works if it is the first/only applet in the flow. For more advanced flows, please consider using the SMS API.

Customize the Menu Prompt to determine what your contact should receive based on pre-set messages.

  • Menu Prompt - Type in your prompt, with all the options for the expected message (for example, Text back <sell> if you intend to sell a house. Text back <buy> if you intend to buy a house, and so on.) This is the exact language your contact will see when reaching out to you.

  • Keyword - The keypress that will trigger the next message received by your lead. This can be numbers or letters, just make sure it is clear in your menu prompt.

  • Reply - The message that is triggered by the lead's selection.

You can add multiple options based on what you need, and to enhance customer experience. Think of this as a filtering system that your leads and customers go through on their own!

The incoming messages will not go to an inbox because the reply is automated based on your customization, however, you can always check the answers received in your CRM.

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