In this article, we will explain how to send a transactional SMS to a contact through an Automation workflow.
Good to know
- In addition to sending transactional SMS through an Automation workflow, you can also send them through a Brevo plugin or the Brevo API.
- If you are sending SMS campaigns or transactional SMS to recipients in the United States or Canada, you have to register for a toll-free number and comply with the United States SMS marketing regulations. To learn more, check our dedicated article Comply with the United States SMS marketing regulations with our compliance feature.
- Learn how to create an Automation workflow in our dedicated articles Using a Marketing Automation workflow template and Creating a custom Automation workflow.
Use the "Send an SMS" action in a workflow
To use the Send an SMS action in a workflow to send a transactional SMS to a contact:
- In a workflow, add an entry point (e.g. A contact is added to a list).
- Click on +.
- Select the Send an SMS action.
- Set up your transactional SMS:
- From: enter the name of the sender that will be displayed in your SMS.
- SMS Message: enter the content of your SMS.
- Tag: enter a single tag to use for this SMS.
- Optional: select I want to choose when to send this SMS to schedule your transactional SMS to be sent within a specific timeframe.
💡 Good to knowIf you wish to cover the whole day, the start date should be 00:00 and the end date should be 23:59. Which means, 1 minute before the start hour. - Once you are done setting up your transactional SMS, click on OK.
- Optional: add more steps to your workflow.
- Once you are done creating your workflow, activate it to start sending transactional SMS.
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