Quick Answer
What does the Manual SMS Event do?
A Manual SMS Event does not automatically send a text. It creates a task for an assigned user to review and send a personalized SMS. Add the event to a Campaign, provide message guidance, assign the responsible user, publish the Campaign, add a test contact, and confirm that the task appears under Contacts → Manual Actions.
Sending Personalized SMS Without Fully Automating It
Some follow-up messages benefit from automation, while others need a person to review the contact’s situation before sending.
The Manual SMS Event creates a task at the correct point in the Campaign instead of automatically sending a text message.
The assigned user can open the task, review the contact and conversation, adjust the wording, send the message, and mark the action complete.
Think “notify me to text this contact,” not “automatically text this contact.”
This is useful when timing matters but the wording should still reflect the contact’s needs, previous conversation, appointment, or sales stage.
Campaigns have been replaced by Workflows
BizStackPro’s Campaigns feature is deprecated. This guide preserves the legacy Manual SMS Event and explains how the same human-follow-up approach can be used in current Workflows.
Manual SMS at a Glance
Before You Begin
Decide what the user should send and who is responsible for the task before adding the Manual SMS Event.
- Identify the Campaign or Workflow that needs personal SMS follow-up.
- Decide when the Manual SMS task should be created.
- Choose the user responsible for sending the message.
- Prepare clear guidance for what the user should say.
- Decide what outcome the SMS should support.
- Confirm that contact records contain usable mobile numbers.
- Decide whether custom values should be included.
- Confirm who will monitor the Manual Actions queue.
- Prepare a fresh test contact with a mobile number you control.
When to Use a Manual SMS Event
Warm Lead Follow-Up
Prompt a user to send a personalized message while the lead’s interest is still current.
Appointment Follow-Up
Create a task to confirm details, check in, or follow up after an appointment.
Sales Conversations
Give the assigned user a reminder to continue a conversation using wording that fits the opportunity.
Sensitive or Contextual Messages
Use manual review when a fully automated SMS could feel inappropriate, generic, or disconnected.
Use Manual SMS when judgment adds value
Automate the timing of the task, but let the user decide whether the prepared wording should be edited before sending.
Step 1: Add the Manual SMS Event
Create or Open the Campaign
Open an existing legacy Campaign or create a new one.
Select Create an Event
Click Create an Event or + Add Event.
Select Manual SMS
Choose Manual SMS from the available Campaign event types.
Name the Event
Use a name that tells the assigned user why the task exists.
Example: Text Warm Lead After Inquiry.
Configure the Timing
Set when the Manual SMS task should be created relative to the previous Campaign event.
Save the Event
Save the Manual SMS Event after reviewing its name, timing, and instructions.
Step 2: Write Clear Message Guidance
The Manual SMS Event should give the assigned user enough context to understand what to send and why.
Explain the Purpose
State why the contact should receive the SMS.
Provide Suggested Wording
Add a draft the user can review and personalize.
State the Desired Outcome
Explain whether the user should encourage a reply, book an appointment, confirm information, or continue a sales conversation.
Add Custom Values When Supported
Use contact or business custom values when the Manual SMS editor supports them.
Keep the Message Editable
Treat the prepared wording as guidance rather than forcing a generic message into every situation.
Example guidance
“Review the contact’s inquiry and send a short text introducing yourself, acknowledging what they asked about, and inviting them to reply with any questions.”
Step 3: Assign the Task to the Correct User
Manual SMS tasks need a responsible user so they appear in the correct workload.
Open Campaign Configuration
Open the settings for the legacy Campaign.
Find Assign User
Locate the Assign User setting.
Select the Responsible User
Choose the person who should receive and complete Manual SMS tasks.
Save the Assignment
Save the Campaign Configuration.
Review Trigger Assignment Logic
When contacts are assigned through triggers or other routing rules, confirm that those rules send the task to the intended user.
Assignment can come from more than one place
A user may be assigned through Campaign Configuration or through the trigger and contact-assignment logic that enrolls the contact. Test the final task owner rather than assuming the Campaign setting is the only assignment source.
Step 4: Publish the Campaign
The Campaign must be active before it can create live Manual SMS tasks.
Review the Event Order
Confirm that the Manual SMS Event appears at the correct point in the sequence.
Review the Assigned User
Confirm who should receive the task.
Review the Timing
Confirm when the Manual SMS task should be created.
Change the Campaign to Published
Publish the Campaign when it is ready for testing or live use.
Step 5: Manage the Task in Manual Actions
Generated Manual SMS tasks appear in the Manual Actions queue.
Open Contacts
From the BizStackPro dashboard, open Contacts.
Open Manual Actions
Select Manual Actions.
Filter the Queue
Use the available campaign, assignee, or status filters to find the task.
Open the Manual SMS Task
Review the contact, instructions, suggested message, and conversation context.
Personalize the Message
Adjust the prepared wording when the contact’s situation requires it.
Send the SMS
Send the message to the contact.
Mark the Action Complete
Mark the task complete only after the SMS has been sent.
Use Manual SMS in Workflows
Use Workflows for new automation builds.
Open the Workflow
Open or create the Workflow that should generate personal SMS follow-up.
Add the Manual SMS Action
Add the corresponding Manual SMS or manual follow-up action available in the Workflow builder.
Add the Message Guidance
Provide the suggested wording, context, and desired outcome.
Configure Assignment
Select the responsible user or use the Workflow’s existing contact-assignment logic.
Configure Timing
Place the task at the correct point in the Workflow.
Publish After Testing
Confirm that the task appears for the correct user before publishing the Workflow for live contacts.
Use the controls available in the current Workflow builder
The original guide documents the legacy Campaign event. Use the corresponding task, assignment, timing, and Manual SMS controls available in your Workflow account.
Troubleshoot Missing Manual SMS Tasks
Test the Manual SMS Event
Create a Fresh Test Contact
Use a mobile number you control.
Add the Contact to the Campaign
Enroll the contact through the actual Campaign entry method.
Wait for the Manual SMS Event
Allow the Campaign to reach the Manual SMS step.
Open Contacts → Manual Actions
Find the task using the applicable filters.
Confirm the Assignee
Verify that the task belongs to the intended user.
Review and Send the SMS
Personalize the draft and send the message.
Confirm Delivery
Verify that the test phone receives the SMS.
Mark the Task Complete
Confirm that the Manual Action can be completed and removed from the active queue.
Manual SMS Best Practices
Frequently Asked Questions
What is the purpose of the Manual SMS Event in a campaign?
How do I assign a specific user to receive the Manual SMS task?
Can I test the Manual SMS Event before using it in a live campaign?
What should I do if Manual SMS tasks are not appearing in Manual Actions?
Continue Learning
Continue learning how to build Campaigns, manage Manual Actions, control response behavior, and review message delivery.
