Sometimes, people may forget to fill out the link after they have texted in a keyword.
That's ok! You can create a Group and have a message sent to them asking them to fill out an updated contact record form to fill out their information.
Step 1: Go to Groups and click "Create Group"
Step 2: Name the group "Need More Info"
Step 3: Click "Create Group"
Step 4: Click the "Automated Workflows" tab
Step 5: Choose "Import Steps"
Step 6: Select the Need More Information template
Step 7: Provide the personalized details from the pop-up. This will be the name of the person the messages will come from for these steps.
Step 8: Review messages as needed but they are ready to go!
Now that message will be sent to a person when you put them in this Group. They will receive a message asking them to update their contact record.
Add yourself to the group to see how it works!
