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People are not filling out our Connect Card
People are not filling out our Connect Card

Members and guests are not filling out the Connect Card after texting a keyword

Caleb Miller avatar
Written by Caleb Miller
Updated over a week ago

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 a form and update their information.

Step 1: Go to Groups and click "Add New" in the top right corner

Step 2: Name the Group "Need More Info" and click “Next Step”

Step 3: On the next screen, you can click “Save & Close”

Step 4: Click the "Automated Workflows" tab and select “Add Workflow”

Step 5: Choose "Create from Template" then choose "Next"

Step 6: Select the Need More Information template, then scroll down and click "Next"

Step 7: Select the desired steps to use from this template, then provide 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!

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