Create an Email & SMS Alert for Customer Text Messages

Overview

Giving your prospects and clients a white glove experience can set you apart from your competition. A quick response to an SMS goes a long way, so we’ve added an automation trigger to notify your team as soon as someone replies to a SMS sent via Supermove.

To quickly set up this automation, follow the below steps!

Video Walkthrough:

Process to Set-up

Part 1: Create the Email Template

1. Navigate to Settings (gear icon) on the top right
2. Go to Communications
3. Select the Email Templates tab
4. Now click on +Create Email Template
5. Copy and Paste the below information into the email template

Email Template Name: SMS response notification

Recipients: coordinator, salesperson

Subject: {COMPANY_NAME} received SMS from {CONTACT_FULL_NAME}

Body: 

SMS received from "{CONTACT_FULL_NAME}", link to project {URL_PROJECT}Salesperson: {SALESPERSON_NAME}

Example:

Part 2: Create the SMS Template

1. Navigate to Settings (gear icon) on the top right
2. Go to Communications
3. Select the SMS Templates tab
4. Now click on +Create Custom SMS Template
5. Copy and Paste the below information into the email template:

Template Name: SMS from Customer

Template Type: Office

Project User Recipients: Salesperson, Coordinator

Body:

SMS received from "{CONTACT_FULL_NAME}", on project: project {URL_PROJECT}

Example:

Part 3: Create the Automation

1. Navigate to Settings (gear icon) on the top right
2. Go to Automations
3. Click +Create Automation and enter a Name, we suggest SMS response, internal notification
4. Select trigger category, SMS —> Text Message Received —> select Done
5. Add the action, Send Email
6. Select the email template name —> select Done
7. Add the action, Send SMS
8. Select the SMS template name and designate Salesperson or Coordinator (or both via separate SMS steps) --> select Done
9. Save Automation and toggle the Automation to “on” by clicking the button to the left of the saved automation

Example: 

Note: You can confirm the Automation is ON as the toggle will show in Blue. If Grey, this indicates it is turned OFF