Before you begin
Prepare accurate reminder data and an audience reviewed by your team. Include only recipients authorized for the selected channel.1
Prepare the audience
Create an audience and review its membership and required contact data.
2
Configure the experience
Build a Multichannel flow with a short SMS reminder using an available sender ID. Keep sensitive account details out of the message. Use supported conditions and contact updates for the intended path.
3
Test the workflow
Save and test the flow with contacts and numbers you control. Check each relevant branch and required value.
4
Review and launch
Follow Launch your first campaign. Check audience, flow, schedule, calling policy, and channel resources in the summary before launch.