Contact Tagging Automation - StratusTEXTING
Explore how you can create an automation that applies tags to contacts when those contacts send your business a specific word or message.
With StratusTEXTING automations, you can have a tag assigned to contacts automatically when certain conditions are met. Having tags assigned to contacts automatically can make it easier for contacts to be sorted and sent broadcast messages.
To create a Contact Tagging automation…
- Navigate to Tools → Automations.
- Click the Use Workflow button to select the Contact Tagging workflow option.
- For the Title, type an identifiable name for this automation.
- In the Condition section, select and configure the condition that must be met to trigger the tagging.
Quick Tip: You can have this automation activate when a specific text is received. To do this, select Text Received and type the word or message that will trigger the tag to be added.
Make sure to select whether the text received Exactly Matches or Contains what is in the box.
- In the Action section, select and configure the action that should be performed when the missed call is detected.
Quick Tip: If you would like a text to be sent out to the person who sent the message, you can create an action where a reply is sent immediately or after a delay.
You can configure this message to…
• Let callers know how their message will be handled.
• Ask the caller to reply with their name and a good callback number.
• If broadcast messages or other types of informational messages may be sent, it is important to ask the contact to express consent by opting in with an opt-in method, such as texting a keyword. - In the second Action section, type and add the tag(s) that should be assigned to a contact when they send in the word/message set in step 4.
- If needed, click the ADD ACTION button to configure additional actions that should be taken when a missed call is detected.
- Use the toggle to select if this automation should be ON or OFF after its creation.
- If you are ready to save this automation, click the CREATE button.
✔ Now when a contact sends a message that meets the conditions configured in your automation, you should see the actions of the automation performed.
For example, you set a message to be sent immediately, you should see that message sent automatically.
You should also see that the tag configured in the automation has been applied to the contact.
If your business has consent to send the contact a broadcast message, you can easily send the broadcast message to the contacts assigned the tag.