Returned Check SMS Workflow — Test Strip Buyers

1

Manual

Check Returned in Mail

A mailed check comes back to the office. The rep opens the contact in GHL and fills in the reason it was returned.

contact.check_return_reason

Example: "Wrong zip code", "No such address", "Moved"

2

Manual

Add Tag to Contact

Rep adds the trigger tag to the contact. This kicks off the automated workflow.

check returned

3

Trigger

Workflow Fires

GHL detects the check returned tag was added and starts the workflow automatically.

check returned

4

Wait

Wait 1 Minute

Short delay to make sure the rep had time to save the return reason field before the SMS goes out.

5

Action

Send SMS

Automated text message sent to the contact with the return reason pulled from their custom field.

Hi {{contact.first_name}}, we mailed your check but it was returned to us. Reason: {{contact.check_return_reason}}. Can you confirm your current mailing address so we can get it resent?

6

Result

Contact Replies with Updated Address

Reply shows up in the GHL conversation inbox. Rep updates the address and resends the check.