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SlickText Workflows allow you to create custom journeys to engage with your audience. Workflows can automatically send text messages, collect information, update contact records, change inbox statuses, and much more. This article provides templated examples of common workflows to help you kickstart your workflow build.
In this article:
Drip Campaign Workflow Templates
Data Collection Workflow Templates
Inbox Conversation Workflow Templates
Before We Begin
To learn more about the basics of what you can do with Workflows, check out our article on Getting Started with Workflows. For an overview of the various Workflows objects, check out our article on Understanding Workflow Objects.
Note:
These templates are designed as examples to save you time by displaying how workflow objects can be connected to create the desired outcome. However, many of the objects will still require additional configuration or customization before the workflow is ready to activate. Always click on the settings for each object in the workflow before activating the workflow to make sure it is configured to behave as intended.
Drip Campaign Workflow Templates
Welcome Series:
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This workflow sends a series of welcome messages to new subscribers. You can select one or more Creation Sources to trigger the workflow or swap out the Contact Created trigger with the Contact Added to List trigger.
Drip Campaign:
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This workflow enrolls new subscribers in a drip campaign. You can select one or more Creation Sources to trigger the workflow or swap out the Contact Created trigger with the Contact Added to List trigger.
Happy Birthday:
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This workflow sends a contact a special message on or around their birthday. The Contact Birthday object can be set to send on their actual birthday or a number of days before.
Data Collection Workflow Templates
Collect First and Last Name:
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This workflow asks newly-subscribed contacts to provide their first and last name and then stores the data on their contact record in SlickText.
Collect Address:
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This workflow collects the address of newly-subscribed contacts.
Collect Email:
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This workflow collects an email address from newly-subscribed contacts.
Survey Workflow Templates
NPS Question:
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This workflow requests Net Promoter Score feedback from your customers, then follows up accordingly based on their numeric score. Add your email address as the recipient to the Send Email Notification object to be notified when a negative response includes a request for follow-up.
Review Request:
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This workflow requests feedback from your customers. Their responses will be analyzed by AI to detect their sentiment and the workflow will follow up accordingly. Add your email address as the recipient to the Send Email Notification object to be notified when a negative response includes a request for follow-up.
Conditional Survey:
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This workflow asks a series of questions, but follow up differently based on responses.
Contest Workflow Templates
Grand Prize Winner:
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This workflow manages a contest that someone enters when they join one of your Lists. Use Check Time to set the start and end date and time. Select 10 random winners that will be entered into a grand prize drawing. Add your email address as the recipient to the Send Email Notification object to be notified who the winners were by email.
Every 10 Wins:
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This workflow manages a contest that selects every 10th contact as a winner when they join one of your Lists. Use Check Time to set the start and end date and time. Use the Contact Counter to determine how often a winner is selected and the maximum number of winners. Add your email address as the recipient to the Send Email Notification object to be notified who the winners were by email.
Random Winner:
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This workflow manages a contest that triggers when a contact texts the word "contest." Use Check Time to set the start and end date and time. Use Select Random Contacts to determine how many winners and when the winners are selected. Add your email address as the recipient to the Send Email Notification object to be notified who the winners were by email.
Daily Winner:
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This workflow manages a contest that contacts enter when they join one of your Lists with winners chosen daily for 7 days. Use Check Time to set the start and end date. Set each Select Random Contacts object to determine how many winners are selected and when they are selected. Contacts who are not selected will advance to the next selection day until all winners are selected. Add your email address as the recipient to the Send Email Notification object to be notified who the winners were by email.
Inbox Conversation Workflow Templates
Assign Conversation Based on List or Segment:
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This workflow assigns an inbox conversation to a team member based upon whether the contact is on a specific list or segment.
Assign Conversation Based on Contact Data:
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This workflow assigns an inbox conversation to a team member based upon whether data in a contact field matches a value that you specify.
Add Contact to a List from the Inbox
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This workflow adds a contact to a List after a user tags an inbox conversation. Use this to more easily add a contact to a List from the Inbox.
Send Email When Message is Received After Hours (or Any Specified Time)
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This workflow sends an email alert if a message is received during a specified time of day.
Send Email When Message is Received After Hours (or Any Specified Time)
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This workflow sends an email or Slack alert when a message is received.