Overview
Tudodesk comes with a built-in, fully integrated email, SMS and message automation engine. This powerful feature can save your team a lot of time, automate tasks at scale, and help you deliver a superior customer service experience for your customers and clients.
Set-up
Tudodesk back-office
What's this for?
How to automatically send an SMS when a event occurs or a document status changes. For the example we will use the JOB board to trigger a job status update.
Before you start
To ensure our customers have the best experience with Tudodesk and maintain transparency about SMS notifications, it's crucial you follow a consistent opt-in process. Here's a step-by-step guide to help you obtain clear consent from customers:
Steps
Go to the job board.
Click 'Show menu' on the board menu right side.
Click 'Board automations'.
Check if you have an existing event created for the status you want to trigger the event on. You can edit this event or add a new event using the 'Create automation' button.
If you are editing an existing event, skip steps 6-9 below.
Enter a friendly name for your new workflow, such as 'Job queued'.
Select Status Changed for the event trigger.
Select the status name from the status drop drown.
Click Continue.
Click the '+' icon from the automation editor to insert a new action.
Select Send SMS from the list of actions.
Set the delay to Right away in the action delay input. Note that you can insert delay events in the automation steps before the email event if you want to trigger the notification after a more extended period. Each delay event can be up to 7-days.
Edit the SMS subject, body and settings.
Click Save.
Click Save again on the editor screen (Green button bottom right).
Click Turn on to set the automation live.
Useful links: