Create your workflow

1. In HubSpot selection Automations > Workflows in the top navigation
2. Click the Create workflow button
3. Select a Contact-based workflow.  Click Next.
4. Select your preferred trigger. 
5. Click the "+" icon to add a new workflow action. 
6. Select the Sakari Send SMS action.  You'll find it in the choose an action menu under Connected apps:

Configure the Send SMS action

Send From Type

The Send From Type defines what phone number group will be used to send your text message from.

There are two options:

• Group - if the Group option is selected, you will select the phone number Group that should be used from the available pulldown
• Custom - if the custom option is selected, a hardcoded or token value should be selected to define the Group containing the phone number you wish to use. 
  • Any custom Send From value must match a tag on the desired phone number Group

Message

The message you will send to the contacts enrolled in the workflow.  This can include: 

• Static text (e.g. Hello)
• HubSpot contact personalization tokens (e.g. First Name, Company, etc.)  These are added by clicking the Contact Token text in the top right of the field box.
• Emojis 👍
• Website Links (including Sakari shortened URLs)

Media (MMS messaging)

The Media field attaches images to your messages (creating MMS messages).  The image can be linked in two different ways: 

• Hardcoded URL - a hard-coded link to an image URL (e.g. https://sakari.io/wp-content/uploads/sakari-logo-350x100.png)
• HubSpot contact personalization tokens - the token of a property that contains a publicly available image URL