2. From the list, select Automation<\/strong>.<\/p>\n\n\n\n 3. From the Setup Automation Campaign<\/strong> dialog, select the number of steps that are part of the message flow.<\/p>\n\n\n\n 4. On the Message Flow<\/strong> configuration page, select the Automation<\/strong> flow type. <\/p>\n\n\n\n 5. Enter the name of the message flow in the Name<\/strong> field.<\/p>\n\n\n\n 6. Enter a short description of the message flow in the Description<\/strong> field.<\/p>\n\n\n\n 8. Select the sender ID in the Sender ID<\/strong> field.<\/p>\n\n\n\n 9. Select the action trigger in the Message Flow Trigger<\/strong> field.<\/p>\n\n\n\n 10. Select the template in the Template<\/strong> field. The text of the template is displayed.<\/p>\n\n\n\n 11. By default, Do not send to opt-out members<\/strong> is selected. To send the message to opt-out members, clear the checkbox.<\/p>\n\n\n\n 12. Click Create<\/strong>.<\/p>\n\n\n\n Using the Action Key generated for each message in a message flow, you can trigger further messages from Process Builder. The triggering of the messages is based on certain criteria and conditions. <\/p>\n\n\n\n For each message created in the message flow, a unique Action Key<\/strong> is generated. The action key is necessary to trigger messages from the Process Builder<\/strong>.<\/p>\n\n\n\n 1. From the Salesforce navigation on the top right click Setup<\/strong>. <\/p>\n\n\n\n 2. Select Process Builder by searching it in the Search Setup<\/strong> field.<\/p>\n\n\n\n 3. Click New<\/strong>. <\/p>\n\n\n\n 4. In the New Process window, enter the following information: <\/p>\n\n\n\n 5. Click Save<\/strong>.<\/p>\n\n\n\n 6. In the Process Builder page, click Add Object<\/strong> and select Lead<\/strong>. <\/p>\n\n\n\n 7. Click Add Criteria<\/strong> and define the criteria for the action group. <\/p>\n\n\n\n 8. Click Add Action<\/strong> and define the following: <\/p>\n\n\n\n 9. Click Save<\/strong>.<\/p>\n\n\n\n 10. Click Activate<\/strong> and then click Confirm<\/strong>. Activating this process automatically deactivates any other active version. The deactivated version is available in your version history.<\/p>\n","protected":false},"excerpt":{"rendered":" Keyword-based automation is the automatic sending or triggering of text messages to individuals or groups of people based on certain keywords. You can configure keyword-based automation when messages are triggered on a specific date and for a particular event. This is similar to running drip campaigns. Keyword-based automation saves time while ensuring that your customers […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[486],"lsvr_kba_tag":[],"class_list":["post-3636","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-setup-sms-automation-for-your-business-process"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=3636"}],"version-history":[{"count":29,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3636\/revisions"}],"predecessor-version":[{"id":4476,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3636\/revisions\/4476"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=3636"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=3636"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=3636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![](\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/MessageFlow.png\")
\n\n\n\nTrigger an Automation Message Flow from Process Builder using Action Key<\/h3>\n\n\n\n
What is the Action Key?<\/h3>\n\n\n\n
![](\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/10\/actionkey1.jpg\")
\n\n\n\nTo Trigger an SMS Message based on a Keyword Response:<\/h3>\n\n\n\n
![\"\"](\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/trigger-auto-reply-1.59-2.jpg\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/trigger-auto-reply-1.59-4.jpg\")
<\/figure>\n\n\n\n![](\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/processbuilder3.jpg\")
\n\n\n\n![](\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/processbuilder4.jpg\")
\n\n\n\nAction<\/strong><\/th> Description<\/strong><\/th><\/tr><\/thead> Action Type<\/td> Select Create a Record<\/strong> from the dropdown.<\/td><\/tr> Action Name<\/td> Enter a name.<\/td><\/tr> Record Type<\/td> Select Converse App Task<\/strong> from the dropdown.<\/td><\/tr> Set Field Values – Automation Key Reference<\/td> Enter the Action Key after creating the message in the message flow procedure.<\/td><\/tr> Set Field Values – Lookup Reference<\/td> Select the lookup reference information. Select the Object<\/strong> from the dropdown. Select Field Reference<\/strong> from the Type<\/strong> dropdown. Search for the Field Reference Value<\/strong>.<\/td><\/tr><\/tbody><\/table>\n\n\n\n ![](\"https:\/\/www.sms-magic.com\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/processbuilder5.jpg\")
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