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Triggering actions using SMS replies in Active Campaign

  • Updated

Once you have installed the Active Campaign integration and connected your accounts, you can use the parameters of inbound SMS messages to trigger workflow actions in Active Campaign. The messaging objects available to trigger from are as follows:

  • Message Contents - i.e. specific keywords or phrases contained within inbound messages
    • Note - the message content field is case sensitive
  • Phone Number - i.e. the number from which the inbound message was sent
  • Workflow ID - the ID of the workflow that was used to send the outgoing SMS that then invites the response
  • Opt-Out Message - a specific keyword or phrase that has been configured as the opt-out trigger

Step 1: Go to Automations

 

Step 2: Select Create an automation

 

Step 3: Select Start from Scratch to create a brand new workflow without using a template

 

Step 4: You will be prompted to select a trigger. Click on Apps and select MessageMedia Received Messages

image-20220623-232649.png

 

Step 5: Hover over each item to reveal it's full name. Select MessageMedia Received Message is created 

image-20220623-232649__1_.png

 

Configuration - option 1

You can configure the workflow to trigger when any MessageMedia message is received. Do this be selecting All MessageMedia Received Messages in the modal

 

Click Save to save your trigger

 

Configuration - option 2

You can set certain conditions which must be met in order for the workflow to trigger. Select Segment MessageMedia Received Messages to reveal the configuration pane

 

Select a condition from the list by clicking on Select a condition

  • Message Content - trigger a workflow when the received message contains certain words/content
    • Note - the message content field is case-sensitive, so for example, if you use "Yes" as the trigger word, then replies that say "yes" will not trigger the action. 
  • Opt Out - trigger a workflow based on opt-out status (the values are true or false - so set this to true in order to trigger the workflow when the opt-out message is received)
    • This is especially useful if you want to track opt-outs, as one of the actions of the workflow could be to add these contacts to an opt-out list
    • Note that text is case sensitive, so be sure to use the correct letter casing as shown above
  • Workflow ID - trigger a workflow when the received message is tagged with the ID of the workflow from which it was sent

You can add additional conditions using the Add another condition option

Click Save to save your trigger

 

Note: All received messages will appear on the relevant contact record:

 

Triggering workflows using a phone number

1. Follow the process as above, selecting All MessageMedia Received Messages in the configuration modal.

2. Click Save to save your trigger

3. In your workflow, add an if/else condition from the panel on the right (under the Conditions and Workflow item)

 

4. Select Phone number as the condition, and then enter the number of the sender who's message you wish to trigger the workflow

 

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