How to Use the Send SMS Action in Sparkforge Workflows

The Send SMS action delivers a text message when a Sparkforge workflow reaches the step. SMS gets read fast — useful for appointment reminders, last-minute updates, and time-sensitive offers.

What it does

The action sends a personalized text triggered by workflow conditions, schedules, or events. Customize the body with merge fields like {{contact.first_name}} and include URLs to documents, maps, or tickets.

When to use it

• Appointment reminders — cut no-shows.
• Promotional campaigns — short offers that need to land in front of the customer.
• Order updates — shipped, delivered, ready for pickup.
• Event notifications — schedule changes or cancellations.

Configure the Send SMS action

1. Add the action

Open the workflow editor. Drag Send SMS in after the trigger or condition that should kick it off.

2. Name it

Use something specific like Appointment Reminder SMS so it is easy to find later.

3. Compose the message

• Message — the SMS body. Use merge fields like {{contact.first_name}} for personalization.
• Templates — pick a saved template if you have one.

4. Attachments (optional)

Add URLs that point to maps, tickets, instructions, or PDFs. Direct file attachments are not supported on SMS — links are.

5. Test the SMS

Enter a number in the Test Phone Number field and send a preview. Make sure merge fields render and links work.

6. Save and test the workflow

Save and run the workflow with a sample contact to confirm the SMS triggers as intended.

Example: multi-stage appointment reminder

Goal: cut no-shows with two reminders.

1. Trigger: customer booked an appointment.
2. Wait: until 24 hours before the appointment.
3. Send SMS: Hi {{contact.first_name}}, this is a reminder for your appointment tomorrow at {{appointment.start_time}}.
4. Wait: until 1 hour before the appointment.
5. Send SMS: Hi {{contact.first_name}}, your appointment is in an hour at {{appointment.start_time}}.