01
Start here
Why use it
Use it for confirmations, reminders, summaries, and human follow-up—not as a substitute for consent.
02
In context
Picture this
After a quote request, a contractor sends a short SMS: “Thanks, Jamie. We have your details and will call by 3 PM.”
03
Build it
Set it up
- Choose the channel based on consent and urgency.
- Keep the message specific, short, and tied to the previous step.
- Insert only variables you have actually saved and tested.
- Provide opt-out handling and avoid sending from a live workflow during documentation tests.
04
Keep moving
What comes next
After this block, use a Wait For Time, Decision, task, or a different workflow trigger from the reply.
05
Choose carefully
Avoid this when…
Use SMS Notification when the message is for an internal team member rather than the contact.
Before you publish or activate: verify the current builder labels in Votel and test with dummy data. This independent guide describes the purpose and a safe setup approach; it does not replace Votel’s current product documentation or compliance advice.