Send Text Step

Send a personalized SMS to a lead's phone number.

The Send Text step sends an SMS message to a lead's phone number.

The Send Text step configuration panel.

Configuration

Message Body

Write the SMS content in the message body field. The body supports variables: use the Insert menu (⚡) to browse available lead data fields.

Keep messages concise. SMS best practices recommend staying under 160 characters to avoid message splitting.

From Number

The outgoing phone number is configured on the text agent's Configuration tab. It is shown read-only in this step. To change it, open the text agent settings; a link is shown at the bottom of this step's configuration panel.

Tips

Opt-out compliance. Ensure your SMS program complies with applicable regulations (TCPA, GDPR, etc.). Leads should have opted in to receive SMS messages from your account.

Missing phone number. If a lead has no phone number on record, this step is skipped and the workflow continues to the next step.

Outgoing time windows. Texts only fire inside your outgoing text window (Settings > Phone Numbers > Outgoing Times), which by default is read in the lead's own local time. Leads that reach this step outside the window are held — not dropped — and the step retries automatically once the window reopens. To use a different window for this step alone, choose Send during custom times for this step under Outgoing times in the step panel.