Introduction to Contact Workflows

Manual follow-up is exhausting. Contact Workflows let you nurture leads on autopilot, ensuring no prospect ever falls through the cracks.

Think of a Workflow as a "set it and forget it" drip campaign. You add a contact, and the system automatically sends a sequence of personalized messages over days or weeks—until they reply.

🌟 Why You'll Love This

The "Stop-on-Reply" Safety Net: The moment a contact replies, the Workflow stops automatically. This prevents awkward robot moments where you keep texting someone who is already talking to you.
Total Transparency: Before you start a workflow, you’ll see exactly how much it costs and how long it lasts.
Fair Billing: You pay for the messages upfront. But here’s the best part: If a contact replies early and the workflow stops, we automatically refund you for the unsent messages.

🛠 What You Can Do

Create Sequences: Build a chain of up to 9 messages.
Customize Timing: You decide the schedule (e.g., Message 1 today, Message 2 in 7 days, Message 3 in 30 days).
Personalize: Use variables like {First Name} or {Address} to keep it human.
Visualize: Contacts in a workflow will have a clear "In active workflow" icon in your Messenger, so you don't accidentally double-text them.

📋 What You Need to Start

Before building your first flow, ensure you have:

An active Messaging Subscription.
A contact list uploaded to Smarter Contact.
Assigned outbound phone numbers for your contacts.
Sufficient SMS credits or account balance.

⚙️ How It Works (In 3 Steps)

Build Your Workflow: Create your sequence of messages and define the time gaps (e.g., Day 0, Day 3, Day 7).
Add a Contact: In your Messenger, click the "Add to contact workflow" icon on any conversation.
Launch: Review the cost and timeline, then hit start. The system handles the rest.

⚠️ Vital Rules & Limits

Max Length: 9 messages per workflow.
Max Gap: Up to 365 days between messages.
Message Size: Each message is limited to 2 SMS segments (keep it concise!).
Editing: You cannot edit an active workflow. You must pause it first (which removes all active contacts).
Billing: Charges happen when you add the contact, not when the message sends. (Remember: Automatic refunds apply if they reply!).

Ready to build your automation machine?

[Link to: Creating Your First Contact Workflow]

With 💙,
Smarter Contact Team