"SMS Alert" node

The SMS Alert node sends a text message to the selected users in the workspace when an incident occurs in business processes. These text messages are especially useful when urgent action is needed from the Synerise users. You can use this node to inform about anomalies, getting closer to a workflow goal, form submissions, running out of coupons, and other events.

Requirements

1. Enable integration with an SMS provider in Synerise.
2. Create a sender account in Synerise.

Node configuration

1. To create a workflow that lets you send SMS alerts to the Synerise users, go to Automation Hub > Workflows > New workflow.
2. Select one of the business or profile trigger nodes.
3. Click THEN > SMS Alert.
4. Click the node.

Select sender account

In this part of the node configuration, you will define the SMS account from which the alert will be sent.

1. In the Sender details section, click Define.
2. From the dropdown list, select the SMS account from which the message will be sent.
   After selecting the account, you can preview its settings by clicking Account settings.
3. Confirm the settings by clicking Apply.

Prepare content

In this part of the node configuration, you will select a message template or create a message from scratch.

1. In the Content section, click Define.

2. If you want to:

   • Select a template, click Create message. From the list of the templates, select the one you want to use.
     • If you make changes to the template, click Save and then Use in node.
     • If you don't make changes to the template, click Use in node.
   • Create a message from scratch, click Create message > New template. The template will be available only in this node for preview and modifications. After finishing the template, click Use in node.
   After the node is configured, the name of the selected template is displayed directly on the node. To preview the template without opening the node settings, click the eye icon on the node. If the template was created directly in the node settings, the ID of the inplace content is displayed on the node instead of the template name.

3. Confirm by clicking Apply.

Select recipients

1. In the Recipient section, click Define.

   

   • To choose an existing list, click the search box:
     1. Go to the Saved lists tab.
     2. Select a list of recipients.
   • To create a list of recipients of the alert SMS, click the search box:
     1. In the Profiles tab, use the text field to find recipients or enter a phone number to add recipients outside the contact base.
     2. Confirm the selection by clicking Add.
     3. Confirm the list by clicking Save list. This way you can use this list in the future.
        Result: A pop-up opens.
     4. In the List name field, enter the name of the list.
     5. Confirm by clicking Apply.
     6. Go to Saved lists tab.
     7. Select the list you created.
   • Optionally, you can provide a dynamic value such as an automation insert or you can select a reusable code (snippet) by clicking
     Example of an automation insert: To retrieve a phone number from the Profile Event, use {{ automationPathSteps['ProfileTriggerNodeTitle'].event.params.phone }} and replace ProfileTriggerTitle with the title of this node. This way, the profile who go through the node will be sent an SMS alert.
2. Confirm the action setting by clicking Apply.

Example of use

This example presents an automated scenario triggered by a lead form submission on a specific URL.

1. In the settings of Profile Event, select a form submission event.
2. Add SMS Alert action. In its setting, select the account from which the message will be sent, select the recipients and the template of the alert.
3. When a text message is sent to the recipients, the process ends.