How to Add Contacts to Workflows

Once you’ve built a workflow, putting it to work is easy. You can add a contact to an automated sequence with just three clicks. The system immediately schedules the messages and handles the billing upfront.

🚀 How to Add a Contact (In 3 Steps)

Open the Conversation: Go to Messenger and click on the contact you want to nurture. Look for the "Add to contact workflow" icon (top-right corner).
Pick Your Flow: A pop-up will appear listing your available workflows. Click one to see a Live Preview.
- The preview is smart: It shows exactly how the messages will look with this specific contact's data (e.g., it swaps <first name> for "John").
Review & Launch: Check the Price and Timeline on the right side. If it looks good, click Add to workflow.

💰 Understanding the Cost

We believe in total transparency. Before you click "Add," you will see the exact cost for that specific contact.

Upfront Billing: We deduct the credits or balance for all scheduled messages the moment you add the contact.
The Refund Guarantee: If a contact replies early (e.g., after Message #1) and is removed from the workflow, we automatically refund you for the unsent messages. The credits go right back into your account instantly.

⚠️ Watch for the Yellow Warning

If your custom fields (like a long address) push a message over the standard limit, you'll see a yellow warning: "Message length will cost [X] SMS charges." You can still send it; just know it costs a bit more.

🛑 When Does a Contact Leave a Workflow?

Automation is great, but it shouldn't be annoying. A contact is automatically removed (and remaining messages cancelled) if:

They Reply: If they call or text back, the workflow stops immediately so you can take over.
You Intervene: You manually click the "Remove" icon or delete the workflow itself.
It Finishes: They receive the final message in the sequence.

❓ Why is the "Add" button grayed out?

If you can't click the button, the system is protecting you. Hover over it to see why:

DNC: The contact is on your Do Not Call list.
Opted-Out: The contact has previously unsubscribed (e.g., replied "STOP").
Landline: You cannot send texts to a landline number.
Compliance: The number is blocked for carrier compliance reasons.

⚡ Pro Tips for Power Users

Check the Icon: Before sending a manual text, look for the "In active workflow" icon in the conversation header. If it's there, let the automation do its job—don't double text!
Workflow vs. Campaign: Workflows are perfect for adding contacts 1-by-1 as you chat with them. If you need to enroll 50+ people at once, use a standard Campaign instead.

What's Next?

[Learn how to manage and reorder your workflows.]

Discover how to enroll contacts into automated sequences directly from Messenger with just a few clicks.