How to Schedule Team SMS Notifications
This walkthrough answers the questions: How do I schedule sending a text notification to my team? Where do I go to set up an automation that texts my team when a contact does something?
Step-by-Step Walkthrough
Navigate to the Automations page.
In the top right corner, select "New Automation."
Scroll down until you see the "SMS Notification" card and lick the "Create" button.
If you want to understand how this works, watch the video by clicking the question mark at the top of the page next to "SMS Notification."
Select the group you want this automation to apply to.
Pick when you want the automation to start and how the automation will run.
Choose a contact from your list on the "To contacts" input, or search for another person.
(Optional) For more details about related contacts, review the additional content provided.
Add your message body for the SMS notification.
Once everything is set, select "Review" in the top right corner.
Under "Contacts Affected," review the list of people who will receive the SMS notification.
Review all the details of your notification in the center of the page.
When you are ready, select "Launch" in the top right corner.
You will see all active and draft automations on this page.
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