🥳 Celebrate Our Launch With a $200 LIFETIME Discount OFF The Premium Plan Use: BIRTHDAY2024
This offer expires 9/30/2024, at 11:59 PM EST
Workflow Action: Manual SMS
Create a manual task that lets you send a personalized SMS at the right moment—so your workflow stays consistent, but your message stays human.
Adding Personal Follow-Up Without Losing The Benefits Of Automation
Automated communication works well for many situations, but certain conversations benefit from a personal touch. Sales inquiries, pricing questions, missed appointments, and high-value leads often require human judgment and timing.
BizStackPro's Manual SMS workflow action creates a task for a team member to send a personalized text message while still allowing workflows to automate task creation and assignment.
Without structured manual follow-up systems, businesses may forget important conversations, create inconsistent customer experiences, delay responses, or struggle to balance automation with personalized communication.
This guide explains how the Manual SMS workflow action works, how manual messaging tasks are assigned, and how to build more effective follow-up systems inside BizStackPro.
Before creating manual SMS tasks, it helps to understand how workflow triggers, user assignments, conversations, manual actions, CRM records, and personalized customer communication work together inside BizStackPro.
What the Manual SMS workflow action does
The Manual SMS workflow action creates a manual task for a user to send a text message to a contact. Instead of sending automatically, BizStackPro places the message in a task queue so a real person can review, personalize, and send it at the best time.
Where the task appears: Manual SMS tasks show up under Conversations → Manual Actions.
Why use Manual SMS?
- Better timing: Send when the lead is most likely to respond.
- Personalization: Edit the message right before it goes out.
- Accountability: Assign tasks to specific users or teams.
- Higher-touch follow-up: Great for sales, warm leads, and sensitive conversations.
Best practice: Use Manual SMS for moments where “human tone” matters—like after a consult request, a pricing question, a missed call, or a hot lead event.
Step-by-step: How to use Manual SMS
- Create or open a workflow. Choose the trigger that identifies when a contact should receive a manual text follow-up.
- (Recommended) Add Assign to User. Place an Assign to User action before Manual SMS so the right person receives the task.
- Add the Manual SMS action. Add a new action and select Manual SMS from communication actions.
- Save and test the workflow. Enroll a test contact and confirm the task appears in Conversations → Manual Actions.
- Personalize and send. The assigned user can edit the message before sending it, then mark the task complete.
Tip: If you want consistency, include a “starter” message template in the action—then let the user tweak it for context.
How to test a workflow with Manual SMS
- Add a test contact to the workflow trigger conditions.
- Wait for the workflow to run through to the Manual SMS step.
- Go to Conversations → Manual Actions and confirm the task appears.
- Open the task, personalize the message, and send.
Troubleshooting: If you don’t see the task, re-check that the workflow is published and the contact is truly meeting the trigger/condition requirements (and that “Assign to User” is configured as expected).
Combine automation with human timing
BizStackPro can create the task automatically—so you never forget follow-up—while still letting you send the message when it feels right.
Opens in a new tab.
Best practices
- Always assign the task: Use Assign to User so tasks don’t sit unclaimed.
- Personalize the first line: Add context like what they asked, clicked, booked, or replied to.
- Keep it short: One clear question or next step beats a long message.
- Use tags for tracking: Apply tags or pipeline moves after a “sent” outcome so reporting stays clean.
Frequently Asked Questions
What is the Manual SMS Action in a workflow?
The Manual SMS Action creates a task for a user to manually send a personalized SMS message to a contact at the most appropriate time.
How do I assign a user to send the Manual SMS?
Add an Assign to User action earlier in the workflow and choose the user or team who should receive the Manual SMS task.
Can I customize the message before sending?
Yes. The assigned user can edit and personalize the SMS message before sending it.
Where do I find the Manual SMS task?
Manual SMS tasks appear under Conversations → Manual Actions.
How should I test a workflow with Manual SMS?
Add a test contact to the workflow and confirm the Manual SMS task appears in Conversations → Manual Actions before going live.
Keep SMS follow-ups personal—without losing consistency
Manual SMS is perfect when you want your workflow to tee up the next step, but you want a human to send the message at the right moment with the right tone.
Automation + human touch.
Disclaimer: This site is NOT endorsed by Google, Facebook or YouTube in ANY WAY. All trademarks & Logo / branding are the property of their respective owners. Please Note: This site was created in BizStackPro by Ken George II (An Affiliate of BizStackPro) and may contain affiliate links.
Copyrights 2024 | AllAboutBizStackPro.Com | Pricing | About | Features | All Rights Reserved.