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Workflow Actions Guide

  • Updated

This guide explains each action available in the workflow builder. Click on a section title to jump directly to that action.

Forward to Email

Forwards the user’s message to a specified email address.

  • Email To: Recipient email address.
  • Email Subject: Subject line (supports variables like %MOBILE%).
  • Email Body: Email content. You may use placeholders like:
    • %MESSAGE% – user's reply
    • %NAME% – subscriber name
    • %MOBILE% – mobile number

Example body: 
You have received a text message: %MESSAGE% from %NAME% %MOBILE%.

Forward-to-Email.png

Forward to Mobile

Forwards the user’s response to another mobile number.

  • Message: Content to send (can include user response placeholders).
  • Mobile Number: Destination number.

Use case: Alert a sales rep when someone requests a callback.

Forward-To-Mobile.png

Reply to Sender

Sends a message to the user without expecting a response. Useful for acknowledgments or confirmations.

Field: Message – Enter the reply content.

Example: “Thank you! Your request has been received.”

reply-to-sender.png

Add to List

Adds the subscriber to a selected list in addition to the default workflow list.

  • Select List: Choose the list to add the user to.

Use case: Tag users as "Interested" after a qualifying answer.

 addtolist.png

Remove from List

Removes the user from a selected subscriber list.

  • Select List: Choose the list from which to remove the user.

Use case: Remove (Opt-Out) users from a specific campaign.
removefromlist.png
 

Update Field

The Update Field action allows you to save the user's previous response to one of their profile fields (e.g., name, email, or custom fields). This is useful when you're collecting data like contact details, preferences, or lead info during a survey.

  • Field Name: Select the subscriber field where the response should be saved.

Available Fields:

  • SUBSCRIBER.SubscriberName
  • Subscriber.Email
  • Subscriber.Custom1 – Custom4 (for capturing additional info like ZIP, Company, etc.)
  • Subscriber.DOB

Use case: After asking “What’s your email?”, use this action to store the response in Subscriber.Email.

Update-field.png

Delay

Pauses the workflow for a specified duration before moving to the next step.

  • Period: Unit of time (Minutes, Hours, Days).
  • Delay: Time interval to wait before continuing.

Use case: Send follow-up messages over several days (drip flow).

delay.png

Re-send Prompt Text

Sends the last unanswered Prompt Text again if no response was received in a set time (used with No Response condition).

Use case: Reminder if user didn’t answer an important question.
 

End Workflow

Marks the end of the workflow.

  • End Survey Message: Custom message to display at the end (optional).

If no End Workflow action is added explicitly, the workflow ends automatically when a branch has no further steps.

Send to Webhook

Sends the user response data to a remote server via POST or GET.

📨 POST (JSON Payload)

{
  "mobileNumber": "1234567890",
  "attachments": "attachment1.jpg,attachment2.jpg",
  "baseUrl": "https://mms.wire2air.com/",
  "subject": "Survey Feedback",
  "message": "The actual response text",
  "smsInBoxId": "456789",
  "shortCode": "12345",
  "operatorId": "789",
  "rcvd": "2025-07-10T15:30:00Z",
  "subscriberName": "John Doe",
  "w2aToken": "secureTokenHere"
}

🔗 GET (Query String Parameters)

?mobileNumber=1234567890 &operatorId=789 &message=Hello &shortCode=12345 &smsInboxId=456789 &rcvd=2025-07-10T15:30:00Z &subscriberName=John+Doe &baseUrl=https://mms.wire2air.com/ &subject=Survey+Feedback &attachments=attachment1.jpg,attachment2.jpg &w2aToken=secureTokenHere

Use case: Push data to your CRM, Zapier, Google Sheets, or any RESTful service.

send-to-webhook.png

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