Auto-reply is one of the first automation you need to implement because they reassure customers that they will be taken care of as soon as possible, no matter when they send you a message.

To create Auto-reply, first, you need to create a message flow and then trigger an Auto-reply message using the action key.

To create an auto-reply to text message flow, do the following:

1. Go to the App detail page and click Setup.

2. From the list, select Automation.

3. From the Setup Automation Campaign dialog, select the number of steps that are part of the message flow.

4. On the Message Flow configuration page, select the Auto Reply flow type.

5. Enter the keyword for the message flow in the Keyword field. The keyword is decided by the user.

6. Enter the name of the message flow in the Name field.

7. Enter a short description of the message flow in the Description field.

8. Select the sender ID in the Sender ID field.

9. Select the action trigger in the Message Flow Trigger field.

10. Select the template in the Template field. The text of the template is displayed.

11. Click Create.

Trigger an Auto-Reply Message Flow from Flows

Using the Action Key generated for each message in a message flow the user can trigger further messages from Flows. The triggering of the messages is based on certain criteria and conditions. In the following example, we send auto-replies based on the incoming message keyword.

What is the Action Key?

For each message created in the message flow, a unique Action Key is generated. The action key is necessary to trigger messages from the Flows.

To Trigger an Auto-Reply SMS Message based on a Keyword Response:

• From the Salesforce navigation on the top right click Setup.

• Select Flows by searching it in the Search Setup field.

• Click on the Flows option as highlighted in the image above. the following page will appear:

• Click on the New Flow button, and the following page will appear:

Here, you will get many flow template options to select from. As per your requirement, select the right type of flow to continue. For instance, select the ‘Record-Triggered Flow’ and click on Create button.

Here, consider an example when a customer wants to trigger an automated message when a record is created, updated, or deleted. Enter Object as Lead, select trigger option as ‘A record is created’, and click on the ‘Done’ button to proceed.

Once the object is created, you need to define the elements. Click on the plus sign in the flow as shown above. The following elements will appear:

• Select the Create Records element to create records. The following page will appear:

• Select the method in which you want to set the record fields.
• In the Object field, mention as ‘Converse App Task’. 
• In the next section, you need to set field values for the converse app task.
• You can add more fields by clicking on the ‘Add Field’ button. 
• Add the required criteria in the flow and click on the ‘Save’ button
• Click on Run to test the flow
• Click on Activate to activate the message flow

1. Log in to the SMS-Magic Converse application.
2. Click the Converse Apps tab. The Converse Apps Dashboard appears.



3. On the App detail page set the status of the app for bulk campaign to Active.
4. On the top right, click Setup and then click Bulk Campaign.The Bulk Campaign page appears.



5. Click New Bulk action. The Send Bulk Message screen appears.



6. Under Recipient List, select the list of recipients to whom you want to send the message. The list of recipients appear.



7. Under Sender ID, select the Sender ID from whom the message will be sent.
8. Under Select Phone Field(s), select the phone type . If available, the user can select more than one phone type.
9. Under Use Templates, select the template to use for the bulk campaign.
10. Under Message Text type the message to be sent out to the selected recipients. If you have selected a template, this section will display the message from the selected template. You can also edit the message and include images.
11. By default, the Send to Duplicate Numbers remains selected.
    Clear the check box if you do not want to send the message to duplicate numbers existing in the list.
12. Click Schedule if you want to send the message at a specific time and date.

 

Refer to the section on Schedule Campaigns for more details on scheduling campaigns.
13. Click Send to send the message immediately.

1. Click Edit at the top right of the Send Bulk Message page. The Edit Bulk Action pop-up window appears.



2. Under App Name select the new converse app name.
3. Under Bulk Action Name, type a name for the bulk action.
4. UnderDescription type a short description of the bulk action .
5. Click Save.

1. Click Schedule. The Schedule dialog box appears.



2. Enter a name for the message schedule in the Message Schedule field.
3. Select the schedule frequency as single occurrence or recurring.

Action	Description
Date	Select the date to send the bulk message. This field is in the single and recurring tabs.
Time	Select the time to send the bulk message. This field is in the single and recurring tabs.
Time Zone	This field is based on the time zone set during the configuration of the application. This field is in the single and recurring tabs.
Start Date	Select the start date to send the bulk messages. This field is in the recurring tab.
End Date	Select the end date to stop sending the bulk messages. This field is in the recurring tab.
Frequency	Select the frequency of when to send the bulk message. Select between Daily, Weekly, Monthly, or Yearly. This field is in the recurring tab.
Repeat Every	Select the number of times the bulk message will be sent out. Depending on the frequency of selection this field will change. This field is in the recurring tab.