Want to add personalised communication to your automated workflows? Need a human touch in your SMS marketing?

SMS marketing is an essential way for businesses to reach their customers. But automated SMS campaigns can sometimes lack the personal touch that customers want. That's where Manual SMS actions come in.

Manual SMS actions let you add a human element and personalised communication to your SMS campaigns.

In this article, we'll look at the benefits of Manual SMS actions, how you can use them in different situations, and how to set them up in ZipLeads.

1. Customer interaction: Sometimes a human touch is essential. A Manual SMS action prompts your team to reply personally to customer enquiries, so each customer gets a more personalised and tailored experience.

2. Approval processes: In some workflows, especially those involving important decisions or sensitive information, a Manual SMS action can act as an approval step. This lets the right people review and authorise specific actions before the workflow continues.

3. Verification and validation: A Manual SMS action can help you verify or validate information. For example, you might send an automated SMS asking customers to confirm their subscription or check their contact details. The manual step is someone reviewing the replies and taking the right action.

4. Complex workflows: When several systems or teams are involved, Manual SMS actions can act as checkpoints. They give someone the chance to step in, make sure everything is working correctly, and handle any special cases that need individual attention.

5. Time-sensitive information: Manual SMS actions are handy when you need to send time-sensitive information that needs immediate attention. Triggering an SMS manually helps make sure the message reaches people quickly and that any next steps happen promptly.

Overall, Manual SMS actions give you flexibility by combining automation with human involvement. They add personalisation, decision-making and adaptability to your workflows, leading to better customer experiences and easier management of complex situations.

Tap the hamburger menu.
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Tap Manual Actions.

The blue PLAY button shows your pending manual actions.

If it's a manual call, the call pop-up will appear. Choose the option that matches how your call went. This will be reflected in your call reporting.

Desktop app:

Manual actions are under Conversation tab > Manual Actions.

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ZipLeads mobile app:

Manual actions are under Conversation tab > Manual Actions. See the "Where and how to use Manual Actions on the ZipLeads mobile app" section above.