Automating Personalized Text Messages in Google Sheets: A Step-by-Step Guide

Automating Personalized Text Messages in Google Sheets: A Step-by-Step Guide

Are you trying to keep up with Google Sheets and Forms upgrades while streamlining your communication process? You can now set Document Studio to send text messages whenever a new Google Form is filled out or when new rows are uploaded to Google Sheets. Let’s explore how to utilize this potent instrument to its full potential.

First off, Document Studio uses Twilio to deliver text messages, but you have the option to integrate the app with any SMS provider that offers an API for programmatically sending text messages. You may easily link any service to Document Studio, whether you like TextMagic, SimplyTexting, Vonage, ClickSend, RingCentral, or another one.

Let’s format the phone numbers accurately so that everything runs smoothly. The phone numbers in Column D must follow the international E.164 standard and have a maximum of 15 digits:

[+][country code][area code][local phone number]

Even further, we’ve expanded the spreadsheet by include a new column called “Phone Number” in it. The customer’s phone number is stripped of all non-numeric characters using a Google Sheets function in this column. For your convenience, the function is listed below:

=BYROW(C2:C11,LAMBDA(Phone, REGEXREPLACE(Phone,"\D","")))

The amended formula would be as follows if you choose to use ArrayFormulas:

=ArrayFormula(REGEXREPLACE(C2:C11,"\D",""))

Let’s proceed to creating the SMS Workflow now:

1. Build SMS Workflow:

Launch Document Studio and create a new workflow to send SMS messages after the source data is prepared in Google Sheets.

2. Set the Send Criteria:

Choose the “Process specific rows” option on the following screen to define the criteria for SMS invoice reminders. In our illustration, we’ll use two circumstances:

Column A’s “Send Reminder” checkbox needs to be ticked or set to TRUE.

You shouldn’t leave the phone number field empty

3. Configure SMS Service:

Select Webhooks from the list of services on the Tasks screen. To send the text message, we will perform an HTTP POST request to the API of the SMS service provider.

3a. Send SMS with TextBelt:

Create an API key at textbelt.com if you decide to use TextBelt. When utilizing TextBelt as your API key, the first SMS message can be sent without cost. Set POST as the request method and https://textbelt.com/text as the request URL inside the Webhook service.

Change to the Request Body tab and select application/json as the content type. “Dear customer name – your invoice # invoice number for invoice amount is due,” should be written in the message area. The values from the Google Sheet’s “phone number” column should be entered into the phone field.

3b. Send SMS with TextMagic:

To use TextMagic for SMS sending, register for a TextMagic.com account, establish a new secret key, and set the request URL to https://rest.textmagic.com/api/v2/messages. Include your login and API key in the header fields X-TM-login and X-TM-Key, respectively. The recipient’s phone number and the SMS body’s text parameter should both be included in the request body.

By providing the sendingDateTime parameter in the request body, you can even plan text messages for later delivery. For a complete list of parameters, consult the API documentation.

3c. Send SMS with ClickSend:

Set the URL field to https://rest.clicksend.com/v3/sms/send and the request type to POST for those who prefer ClickSend. Select Basic OAuth from the Authorization menu, then enter your username and API key in the corresponding user and password columns. These login credentials can be found in your ClickSend dashboard.

Set the content type to application/json and enable Use Raw Input in the request body. To add your own Sender ID to the message, enter the following JSON in the body field:

{
  "messages": [
    {
      "from": "your_sender_id_goes_here",
      "to": "{{ phone number }}",
      "body": "Dear {{ customer name }} - your invoice #{{ invoice number }} for {{ invoice amount }} is due.",
      "source": "Document Studio"
    }
  ]
}

Activate the SMS Workflow:

Once your workflow is set up to send SMS messages using your preferred texting app, go to Document Studio’s Save page and select Save and Run to begin messaging your clients.

Even better, you can use the Time Delay option to delay sending texts until a certain circumstance has been satisfied, such as waiting until the invoice due date has passed five days.

You can easily organize your correspondence, send sensible reminders, and keep track of any Google Forms and Sheets adjustments using Document Studio’s SMS Workflow. Use it now to boost your productivity to new levels!

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