Pick a phone number to send workflow texts and pick an email to send workflow emails WITHOUT changing the assigned user
under review
J
John Mohr
We use to be able to assign a campaign to one employee, but with the new workflows, we have to change the assigned user to send text from a specific number.
But what if we don't want to change the assigned user of a contact?
What if multiple people are working a lead? The CEO and the sales team?
If we want to send a text from the CEO and not the sales team, we have to set-up a workflow to reassign the user to the CEO, and then back to the previous rep!
If we could just force all communication in a workflow to send from a specific number and be able to overwrite the phone number that's being used in the specific text message...
This would solve the problem.
Add this to emails too please!
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S
Sales & Marketing
Merged in a post:
Selecting SMS Phone Number in Workflow
C
Christopher Sandel
Currently, you can select the name and email for the emails within the workflow, I think it would be ideal if you can select what number you want to have the automations go out as well. This way if you are working with clients that have locations with different area codes, we can provide the automation to fit that specific local area. Or even an additional option with the SMS action within the workflow.
Some clients prefer to have one subaccount with multiple pipelines instead of being in and out of multiple subaccounts.
K
Keith Besherse
P
Prasoon Dadhich
Merged in a post:
Pick a User to Send Workflow Texts & Emails WITHOUT Changing the Assigned User!
J
John Mohr
This would allow us to have automatic texts from the CEO without losing the assinged user for the sales people. Simplyfying automations, and not confusing customers with different text from different numbers!
HIGHLVL-I-7097
I
Iver Aune
Please add ability to select "From assigned user" when selecting phone number in workflow actions!
D
Duncan Isaksen-Loxton
It would be amazing if we could assign the number based on a Contact Custom Field. For example, we have clients globally, with the new restrictions of UK numbers for A2P we must use a UK sending number for UK clients, we cannot use a US number.
So the workflow could have an IF to select the client country, or by the prefix on the phone number and send from the matching phone number.
P
Prasoon Dadhich
Merged in a post:
Ability to send SMS from specific numbers in workflows
P
Payton Dillon
Add the functionality to select a specific phone number for sending SMS within workflows, bypassing the default number. This feature would allow more flexibility for businesses managing multiple numbers, ensuring that messages are sent from the most appropriate line for the intended recipient or campaign.
K
Keith Besherse
Shivam HighLevel, Chase Buckner, Sales & Marketing, Core Platform - this suggestion is already on the ideas board somewhere. Who is triaging and merging these requests? Shaun Clark, Varun Vairavan
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Prasoon Dadhich
Keith Besherse: Respective product managers merge the requests. Will merge this with the other one present on the IdeasBoard.
K
Keith Besherse
Prasoon Dadhich, thank you
J
Jen Anne
You can tag the leads to trigger a new workflow and you can update the number preference for that specific workflow in the automation settings.
A
Alicia Stanhope
This is marked as complete BUT... when you go to manually send a contact an SMS after sending an automated SMS from a specific number, instead of sending from the number that the automation texted them from it sends from the default number...
This makes NO SENSE, as previously the first SMS you send to someone it locks that number in for all future SMS, unless you delete the conversation and resend an SMS...
Now it still sends manual SMS from the default number on file even after you've used this new automation feature to send an SMS from a specific number! WHY?!
You guys were so close to actually fixing the issue behind why this feature was requested.... 😵💫�
E
Eddie Jackson
Alicia Stanhope not only that but there should be an option to choose numbers for each sms action rather than a single number for a complete workflow
J
Jay Martin
Alicia Stanhope Well they only built it for workflows, not to continue to send with different SMS for 1-1 conversations. Gonna need a new idea and to get this one all the votes.....unless Prasoon Dadhich could somehow please do this as well for the community
P
Prasoon Dadhich
Alicia Stanhope: Can you please check this again. We have fixed the issue. Sorry for the inconvenience caused.
P
Prasoon Dadhich
Eddie Jackson: Yes that is part of Phase 2
A
Alicia Stanhope
Prasoon Dadhich You're an ALL STAR!!!! Thank you for fixing this ⭐
J
John Smart
Grear idea! I vote yes
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