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SMS in Sequences

A text box on the same canvas as the email and the call. It writes a properly formed outbound message into the right thread and hands it to the carrier holding the number it is going out from.

A text step, from three phone columns to a receipt

sent
The record
  • phone_e164+447700900142
  • mobile_phone07700 900142
  • phone01865 240110
Cut back to digits and a plus
+447700900142
The queue that carries it
  • attemptsfive, then it stops
  • backoffexponential, from a second
  • at a timetwenty off the queue
What gets written
outboundsent
Following up on the depot quote. Any questions before Friday?
thread
found or created for +447700900142
from
a number belonging to the workspace
One thread, whoever wrote into it
A thread is keyed on the pair of numbers, so a text from a cadence, one from a call flow and one typed in the inbox all land in the same conversation.
States the column allows
  • queuedwritten
  • senthanded over
  • deliveredreceipt back
  • failedcarrier refused
  • receivedtheir reply
The first of the three fields with anything in it wins, cut back to digits and a plus. The thread with that number is found or created, and the row goes in marked outbound before the queue lifts it.
0
states the message column allows
0
number fields it will pick from
0
thread per pair of numbers

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

It picks a number off the record

The first of the standardised number, the mobile and the plain phone field that has anything in it, cut back to digits and a leading plus. No number, or an empty body, and the step notes the reason and moves along.

02

It writes into the real message store

A number belonging to the workspace stands as the sender, the thread with that recipient is found or created, and a row goes in marked outbound. This is the same table the messaging screens read from, so the cadence and the inbox are looking at one conversation.

03

The queue is what carries it out

The row enters at queued and the messaging worker lifts it onto the carrier that holds the sending number, moving it to sent and then to delivered as the receipt comes back. It runs on the same job runner as the rest of the platform's background work.

04

The step is recorded whichever way it goes

Sent or not sent, an entry is written against the run carrying the body, the recipient and the outcome. The walk always proceeds, so a text can never block a cadence behind it.

Where it sits

One moment in every run.

Every run passes through the same seven. SMS in Sequences is the lit one, and everything either side of it is a different page in this category.

  1. 01
    Trigger

    the thing that happened first

  2. 02
    Enrol

    how somebody gets onto it

  3. 03
    Wait

    the pause, and what governs its length

  4. 04
    Branch

    the fork, and which side is taken

  5. 05
    Act

    the mail, the text, the task that goes out

  6. 06
    Measure

    what counts as it having worked

  7. 07
    Exit

    how somebody comes off it

The specifics.

8 facts
What the step holds
One message body. No merge tokens are substituted into it before it is stored
Number chosen
Standardised field, then mobile, then plain phone. The first with a value wins
Sender
Whichever number the workspace hands back first, with no ordering asked for. The step cannot choose
States
Queued on the way in, then sent, delivered or failed as the carrier answers back
Delivery
Through the messaging queue onto the carrier holding the sending number, with the receipt written onto the row
Inbound
A reply lands on the same thread, and the SMS inbox is the screen it is read on
Blocking
Never. The walk carries on the moment the row is written, whatever the carrier does afterwards
Not the same as
This sends a text from inside a cadence. Reading the conversation it starts is the SMS inbox

More in Automation & Flows

13 capabilities

Sequences, dispositions and webhooks that act without being asked.

Inbound Webhooks

A unique URL per integration with HMAC signing, rate limits, payload caps and idempotency - plus a log of every delivery it ever accepted or refused.

Branch Logic

Branch on whether they opened, clicked or replied, and on how the last call was dispositioned - so the next step answers what actually happened.

A/B Split Testing

Weighted splits assigned by a deterministic hash of the enrolment, so a lead always takes the same arm no matter how often that step is run again.

Wait & Timing

Hold a lead for minutes or days between steps, clamped to the sending window you set, so that an overnight wait never lands at four in the morning.

Sending Windows

Set the hours a sequence may send inside, as a fixed offset you enter yourself, and every wait is pushed forward into them before it is stored.

Suppression Lists

One do-not-contact roll per workspace, checked when a lead is enrolled and again inside the send, straight after that send has taken its own claim.

Auto-Enrollment

New leads enrol themselves the moment they are created, and the four guards that can refuse an add are read on every single route into a cadence.

Goal Tracking

Name a linked deal as the outcome that means the sequence worked. Reaching it stamps goal met on the run and takes the branch you wired behind it.

Disposition Behaviours

Twenty-six behaviours attach to wrap-up codes, and twenty codes ship already pointing at one, so ending a call the right way books the follow-up.

Workflow Triggers

Six event types a CRM rule fires from: stage change, field update, new record, reassignment, schedule and inactivity, agreed in four places at once.

Workflow Actions

Send the email, assign the owner, raise the task, set the field, move the stage or call a webhook. Six modules, run in the order you stored them.

Conditional Logic

Eight comparison operators guarding each action, combined with AND and only AND, so a rule meaning either of two things is built twice, as two rules.

REST API

A versioned path, a key minted once and kept as a hash, and the same role and profile model the interface runs on deciding what that key may touch.

Automation & Flows

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